2023 Form 5500 filing — Voith Employee Savings Plan For Bargaining Unit Employees
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 20241007080157NAL0027014304002) for Voith Employee Savings Plan For Bargaining Unit Employees, reported by Voith Us Inc. under EIN 39-2042166 and plan number 012. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007080157NAL0027014304002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Voith Us Inc.
- EIN
- 39-2042166
- Plan number
- 012
- Location
- York, PA
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,697,349
- Net assets (EOY)
- $34,697,349
- Employer contributions
- $771,581
- Participant contributions
- $1,295,260
- Total income / additions
- $7,558,373
- Benefits paid
- $6,241,440
- Administrative expenses
- $47,938
- Total expenses
- $6,298,595
- Net increase / (decrease)
- $1,259,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $26,377 | $0 |
| Mckonly & Asbury, Llp | AUDITOR | $14,586 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | ADVISOR | $6,975 | not reported in the loaded dataset |