The Vollrath Company LLC Kewaunee Plant Employees Savings & Profit Sharing Plan — Form 5500 plan (The Vollrath Company LLC)
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, The Vollrath Company LLC Kewaunee Plant Employees Savings & Profit Sharing Plan is a benefit plan reported by The Vollrath Company LLC under EIN 39-1859733 and plan number 007. The latest loaded filing year is 2023. The filing reports 128 participants and $12,348,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Vollrath Company LLC
- EIN
- 39-1859733
- Plan number
- 007
- Plan type
- 2
- Location
- Sheboygan, WI
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $12,348,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241014172022NAL0027964785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,348,379
- Total liabilities (EOY)
- $3,626
- Net assets (EOY)
- $12,344,753
- Net assets (BOY)
- $11,549,854
Income & contributions
- Employer contributions
- $317,516
- Participant contributions
- $213,322
- Total contributions
- $538,445
- Total income / additions
- $2,568,339
Expenses & distributions
- Benefits paid
- $1,731,210
- Administrative expenses
- $20,427
- Total expenses
- $1,773,440
- Net increase / (decrease)
- $794,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $18,338 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |