2023 Form 5500 filing — Retirement Plan For Employees Of The Polarware Company
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 20241014133802NAL0015018899001) for Retirement Plan For Employees Of The Polarware Company, reported by The Vollrath Company, LLC under EIN 39-1859733 and plan number 016. It reports 114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133802NAL0015018899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Vollrath Company, LLC
- EIN
- 39-1859733
- Plan number
- 016
- Location
- Sheboygan, WI
- Participants
- 114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,674,431
- Total liabilities (EOY)
- $337
- Net assets (EOY)
- $3,674,094
- Total income / additions
- $462,872
- Benefits paid
- $191,853
- Administrative expenses
- $9,748
- Total expenses
- $201,601
- Net increase / (decrease)
- $261,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bmo Retirement Service | NONE | $7,852 | $0 |
| Alpha Investing Consulting Group | NONE | $1,352 | $0 |
| Old National Bank | NONE | $544 | $0 |