2023 Form 5500 filing — Vgna Vol Investment Pretax Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830104842NAL0008307555002) for Vgna Vol Investment Pretax Plan, reported by Volvo Group North America, LLC under EIN 58-2431188 and plan number 008. It reports 7,333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830104842NAL0008307555002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Volvo Group North America, LLC
- EIN
- 58-2431188
- Plan number
- 008
- Location
- Greensboro, NC
- Participants
- 7,333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,226,465,414
- Net assets (EOY)
- $1,226,465,414
- Employer contributions
- $59,187,610
- Participant contributions
- $53,163,470
- Total income / additions
- $308,962,711
- Benefits paid
- $77,429,797
- Administrative expenses
- $528,486
- Total expenses
- $78,037,289
- Net increase / (decrease)
- $230,925,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $464,048 | $0 |
| Curcio Webb | CONSULTANT | $61,738 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |