Employee Stock Ownership Plan For Employees Of David Volkert And Associates, Inc. And Sub — Form 5500 plan (David Volkert & Associates, 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, Employee Stock Ownership Plan For Employees Of David Volkert And Associates, Inc. And Sub is a benefit plan reported by David Volkert & Associates, Inc. under EIN 63-0703075 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,054 participants and $126,850,762 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David Volkert & Associates, Inc.
- EIN
- 63-0703075
- Plan number
- 001
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 1,054
- End-of-year plan assets
- $126,850,762
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,054 | H | 20241014170345NAL0053271762001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,850,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,850,762
- Net assets (BOY)
- $109,506,183
Income & contributions
- Employer contributions
- $100,000
- Total contributions
- $3,500,000
- Total income / additions
- $31,583,594
Expenses & distributions
- Benefits paid
- $14,239,015
- Administrative expenses
- $0
- Total expenses
- $14,239,015
- Net increase / (decrease)
- $17,344,579
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.