Volm Companies 401k Plan — Form 5500 plan (Volm Companies, Incorporated)

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, Volm Companies 401k Plan is a benefit plan reported by Volm Companies, Incorporated under EIN 39-0872639 and plan number 001. The latest loaded filing year is 2023. The filing reports 589 participants and $43,594,930 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Volm Companies, Incorporated
EIN
39-0872639
Plan number
001
Plan type
2
Location
Antigo, WI
Latest filing year
2023
Participants
589
End-of-year plan assets
$43,594,930

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023589H, C20240910162720NAL0005914593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,594,930
Total liabilities (EOY)
$0
Net assets (EOY)
$43,594,930
Net assets (BOY)
$35,758,194

Income & contributions

Employer contributions
$1,583,573
Participant contributions
$2,225,989
Total contributions
$4,356,582
Total income / additions
$10,424,776

Expenses & distributions

Benefits paid
$2,449,707
Administrative expenses
$126,871
Total expenses
$2,588,040
Net increase / (decrease)
$7,836,736

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$78,120not reported in the loaded dataset2023
Heck Capital AdvisorsNONE$48,743not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages