2023 Form 5500 filing — Von Roll Usa, Inc. Employees' Pension 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 20241014150759NAL0045022336001) for Von Roll Usa, Inc. Employees' Pension Plan, reported by Von Roll Usa, Inc. under EIN 14-1700763 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12MReported net assets$12,000,951

Participants165

Provider compensation$40.2K1 Schedule C row(s)$40,171

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014150759NAL0045022336001
Plan sponsor: Von Roll Usa, Inc.
EIN: 14-1700763
Plan number: 001
Location: Schenectady, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12M total assets

Net assets$12MLiabilities$0

Money in vs. money out

Total income / additions$2.3M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$836K

Participant$142K

Full reported line items

Total assets (EOY): $12,000,951
Total liabilities (EOY): $0
Net assets (EOY): $12,000,951
Employer contributions: $835,955
Participant contributions: $141,970
Total income / additions: $2,307,756
Benefits paid: $1,237,594
Administrative expenses: $40,171
Total expenses: $1,277,765
Net increase / (decrease): $1,029,991

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Managment Trust Co$40.2K
INV MANAGER · Direct $40.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014150759NAL0045022336001 cover?: It is the 2023 Form 5500 filing for Von Roll Usa, Inc. Employees' Pension Plan, reported by Von Roll Usa, Inc. (EIN 14-1700763).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).