2023 Form 5500 filing — Vorteq Coil Finishers, LLC Profit Sharing And Savings 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 20241002211402NAL0018586258001) for Vorteq Coil Finishers, LLC Profit Sharing And Savings Plan, reported by Vorteq Coil Finishers, LLC under EIN 46-4386937 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002211402NAL0018586258001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vorteq Coil Finishers, LLC
- EIN
- 46-4386937
- Plan number
- 001
- Location
- Oakmont, PA
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,978,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,978,881
- Employer contributions
- $432,865
- Participant contributions
- $721,200
- Total income / additions
- $2,606,735
- Benefits paid
- $949,752
- Administrative expenses
- $76,744
- Total expenses
- $1,026,496
- Net increase / (decrease)
- $1,580,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $39,390 | not reported in the loaded dataset |
| Independent Financial Partners | NONE | $37,354 | not reported in the loaded dataset |