Volvo Sales And Service 401(K) Plan — Form 5500 plan (Volvo Sales And Service)
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, Volvo Sales And Service 401(K) Plan is a benefit plan reported by Volvo Sales And Service under EIN 36-2595957 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $34,649,902 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Volvo Sales And Service
- EIN
- 36-2595957
- Plan number
- 001
- Plan type
- 2
- Location
- Lisle, IL
- Latest filing year
- 2023
- Participants
- 454
- End-of-year plan assets
- $34,649,902
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 454 | H, C | 20241015145250NAL0028831153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,649,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,649,902
- Net assets (BOY)
- $31,543,804
Income & contributions
- Employer contributions
- $545,623
- Participant contributions
- $1,503,604
- Total contributions
- $2,095,236
- Total income / additions
- $6,642,926
Expenses & distributions
- Benefits paid
- $3,386,270
- Administrative expenses
- $101,999
- Total expenses
- $3,536,828
- Net increase / (decrease)
- $3,106,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $96,471 | $0 | 2023 |
| National Automobile Dealers Associa | OTHER | $38,228 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC Dba Captr | OTHER | $6,371 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,528 | not reported in the loaded dataset | 2023 |
| Northeast Retirement Services, Inc. | OTHER | $3,982 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Volvo Sales And Service
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lisle, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- National Automobile Dealers Associa — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Northeast Retirement Services, Inc. — Schedule C compensation