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, David Volkert & Associates, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by David Volkert & Associates, Inc. under EIN 63-0703075 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,515 participants and $91,482,609 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,482,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,482,609
- Net assets (BOY)
- $74,115,323
Income & contributions
- Employer contributions
- $1,888,640
- Participant contributions
- $9,315,834
- Total contributions
- $12,891,194
- Total income / additions
- $26,591,624
Expenses & distributions
- Benefits paid
- $9,045,009
- Administrative expenses
- $179,329
- Total expenses
- $9,224,338
- Net increase / (decrease)
- $17,367,286