2023 Form 5500 filing — The Vollrath Company, LLC Kiel Plant Employees Personal Tax-Savers 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 20241014172646NAL0013685843001) for The Vollrath Company, LLC Kiel Plant Employees Personal Tax-Savers Plan, reported by The Vollrath Company, LLC under EIN 39-1859733 and plan number 018. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172646NAL0013685843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Vollrath Company, LLC
- EIN
- 39-1859733
- Plan number
- 018
- Location
- Sheboygan, WI
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,597,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,597,714
- Employer contributions
- $119,278
- Participant contributions
- $356,281
- Total income / additions
- $1,551,207
- Benefits paid
- $674,949
- Administrative expenses
- $11,069
- Total expenses
- $686,018
- Net increase / (decrease)
- $865,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $9,810 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |