2023 Form 5500 filing — Volm Companies 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910162720NAL0005914593001) for Volm Companies 401k Plan, reported by Volm Companies, Incorporated under EIN 39-0872639 and plan number 001. It reports 589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910162720NAL0005914593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Volm Companies, Incorporated
- EIN
- 39-0872639
- Plan number
- 001
- Location
- Antigo, WI
- Participants
- 589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,594,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,594,930
- Employer contributions
- $1,583,573
- Participant contributions
- $2,225,989
- Total income / additions
- $10,424,776
- Benefits paid
- $2,449,707
- Administrative expenses
- $126,871
- Total expenses
- $2,588,040
- Net increase / (decrease)
- $7,836,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $78,120 | not reported in the loaded dataset |
| Heck Capital Advisors | NONE | $48,743 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |