2023 Form 5500 filing — Volunteer Materials And Related 401(K) 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 20241011085210NAL0036459344001) for Volunteer Materials And Related 401(K) Plan, reported by Volunteer Materials under EIN 36-4608954 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085210NAL0036459344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Volunteer Materials
- EIN
- 36-4608954
- Plan number
- 001
- Location
- Franklin, TN
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,643,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,643,095
- Employer contributions
- $230,831
- Participant contributions
- $466,907
- Total income / additions
- $1,112,306
- Benefits paid
- $150,001
- Administrative expenses
- $16,396
- Total expenses
- $166,397
- Net increase / (decrease)
- $945,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Horizon Advisors Inc | INVESTMENT ADVISOR | $8,609 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $6,912 | $0 |
| Futureplan By Ascensus | CONTRACT ADMIN | $2,948 | not reported in the loaded dataset |