2023 Form 5500 filing — The Tax Savers Plan Of The Vollrath Company LLC Uaw 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 20241014171132NAL0015344691001) for The Tax Savers Plan Of The Vollrath Company LLC Uaw Employees, reported by The Vollrath Company, LLC under EIN 39-1859733 and plan number 013. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171132NAL0015344691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Vollrath Company, LLC
- EIN
- 39-1859733
- Plan number
- 013
- Location
- Sheboygan, WI
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,362,094
- Total liabilities (EOY)
- $27,004
- Net assets (EOY)
- $26,335,090
- Employer contributions
- $576,112
- Participant contributions
- $1,093,459
- Total income / additions
- $5,656,655
- Benefits paid
- $2,632,957
- Administrative expenses
- $41,034
- Total expenses
- $2,673,991
- Net increase / (decrease)
- $2,982,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $36,710 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |