2023 Form 5500 filing — Volta Charging Industries, LLC Retirement Trust
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 20241011095953NAL0010790467001) for Volta Charging Industries, LLC Retirement Trust, reported by Volta Charging Industries, LLC under EIN 87-2637400 and plan number 001. It reports 349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095953NAL0010790467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Volta Charging Industries, LLC
- EIN
- 87-2637400
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,050,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,050,357
- Employer contributions
- $1,427,568
- Participant contributions
- $1,753,232
- Total income / additions
- $5,683,413
- Benefits paid
- $2,423,163
- Administrative expenses
- $35,222
- Total expenses
- $2,463,294
- Net increase / (decrease)
- $3,220,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops | RECORDKEEPER | $32,621 | $0 |