Vollers, Inc. 401(K) Savings Plan — Form 5500 plan (Vollers, Inc.)

Plain-English plan 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, Vollers, Inc. 401(K) Savings Plan is a benefit plan reported by Vollers, Inc. under EIN 22-1969247 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $12,283,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vollers, Inc.
EIN
22-1969247
Plan number
001
Plan type
2
Location
Branchburg, NJ
Latest filing year
2023
Participants
127
End-of-year plan assets
$12,283,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20241014083715NAL0026832161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,283,115
Total liabilities (EOY)
$0
Net assets (EOY)
$12,283,115
Net assets (BOY)
$10,360,674

Income & contributions

Employer contributions
$67,800
Participant contributions
$758,140
Total contributions
$911,161
Total income / additions
$2,214,433

Expenses & distributions

Benefits paid
$251,033
Administrative expenses
$40,959
Total expenses
$291,992
Net increase / (decrease)
$1,922,441

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$40,959$02023
Safe Money Solutions, LLCINVESTMENT ADVISORY$0$21,2612023

Related Form 5500 pages