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, Volver Investment Partners, LLC 401k is a benefit plan reported by Volver Investment Partners, LLC under EIN 46-4646515 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $2,578,096 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,578,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,578,096
- Net assets (BOY)
- $2,268,223
Income & contributions
- Participant contributions
- $262,341
- Total contributions
- $315,618
- Total income / additions
- $751,758
Expenses & distributions
- Benefits paid
- $410,290
- Administrative expenses
- $28,558
- Total expenses
- $441,885
- Net increase / (decrease)
- $309,873