Voith Employee Savings Plan — Form 5500 plan (Voith Us 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, Voith Employee Savings Plan is a benefit plan reported by Voith Us Inc. under EIN 39-2042166 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,333 participants and $377,981,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Voith Us Inc.
- EIN
- 39-2042166
- Plan number
- 002
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 2,333
- End-of-year plan assets
- $377,981,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,333 | H, C | 20241007075859NAL0025713888002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $377,981,058
- Net assets (EOY)
- $377,981,058
- Net assets (BOY)
- $328,795,164
Income & contributions
- Employer contributions
- $11,818,108
- Participant contributions
- $13,452,557
- Total contributions
- $27,095,302
- Total income / additions
- $80,378,130
Expenses & distributions
- Benefits paid
- $30,784,497
- Administrative expenses
- $407,342
- Total expenses
- $31,192,236
- Net increase / (decrease)
- $49,185,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $292,989 | $0 | 2023 |
| Sageview Advisory Group, LLC | ADVISOR | $70,152 | not reported in the loaded dataset | 2023 |
| Mckonly & Asbury | AUDITOR | $21,710 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | ADVISOR | $13,504 | not reported in the loaded dataset | 2023 |
| Mcadam LLC | ADVISOR | $7,474 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,514 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Voith Us Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Mckonly & Asbury — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Mcadam LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation