2023 Form 5500 filing — Voith Employee 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 20241007075859NAL0025713888002) for Voith Employee Savings Plan, reported by Voith Us Inc. under EIN 39-2042166 and plan number 002. It reports 2,333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007075859NAL0025713888002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Voith Us Inc.
- EIN
- 39-2042166
- Plan number
- 002
- Location
- York, PA
- Participants
- 2,333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $377,981,058
- Net assets (EOY)
- $377,981,058
- Employer contributions
- $11,818,108
- Participant contributions
- $13,452,557
- Total income / additions
- $80,378,130
- Benefits paid
- $30,784,497
- Administrative expenses
- $407,342
- Total expenses
- $31,192,236
- Net increase / (decrease)
- $49,185,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $292,989 | $0 |
| Sageview Advisory Group, LLC | ADVISOR | $70,152 | not reported in the loaded dataset |
| Mckonly & Asbury | AUDITOR | $21,710 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | ADVISOR | $13,504 | not reported in the loaded dataset |
| Mcadam LLC | ADVISOR | $7,474 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,514 | $0 |