Plan5500

Vulcan, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Vulcan, Inc (EIN 63-0513868) is a plan sponsor located in Foley, AL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
63-0513868
Location
Foley, AL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Vulcan, Inc

  • 3 loaded plans hold $41M in reported assets.
  • The largest, Vulcan, Inc. Employee Stock Ownership Plan, holds 98% of this company's reported plan assets.
  • Plans cover 789 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41MSummed across loaded plans$40,986,548
Total reported assets$41M$41,014,028
Total reported participants789
Total reported liabilities$27.5K$27,480

Reported net position

Reported assets = net assets + liabilities (summed)$41M total assets
Net assets$41MLiabilities$27.5K
Contributions & income
Employer contributions$3.9M
Participant contributions$585.4K
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$3.9M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets98%Vulcan, Inc. Employee Stock Ownership Plan
Participants per plan263Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Vulcan, Inc. Employee Stock Ownership Plan$40.3M
    Plan #001 · 314 participants · 2023
  2. 2
    Vulcan, Inc. 401(K) Plan$762.5K
    Plan #002 · 264 participants · 2023
  3. 3
    Vulcan, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 211 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Vulcan, Inc. Open one for its full reported snapshot.

  1. 2023
    Vulcan, Inc. Welfare Benefit Plan211 participants · 2No schedules
    View filing →
  2. 2023
    Vulcan, Inc. Employee Stock Ownership Plan314 participants · 2Sch H
    View filing →
  3. 2023
    Vulcan, Inc. 401(K) Plan264 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Vulcan, Inc report on Form 5500?
Vulcan, Inc (EIN 63-0513868) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Vulcan, Inc?
The Employer Identification Number (EIN) reported for Vulcan, Inc is 63-0513868.
What is the latest Form 5500 filing year for Vulcan, Inc?
The latest loaded Form 5500 filing year for Vulcan, Inc is 2023.

Related Form 5500 pages