2023 Form 5500 filing — Von Roll Usa, Inc. 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 20241014100641NAL0026983569001) for Von Roll Usa, Inc. Savings Plan, reported by Von Roll Usa, Inc. under EIN 14-1700763 and plan number 002. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.8MReported net assets$20,836,569
Participants194
Provider compensation$56.6K2 Schedule C row(s)$56,631
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014100641NAL0026983569001
Plan sponsor
Von Roll Usa, Inc.
EIN
14-1700763
Plan number
002
Location
Schenectady, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.8M total assets
Net assets$20.8MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$801.7K
Benefits paid / distributions$745.1K
Contributions
Employer$291.4K
Participant$815.9K
Full reported line items
Total assets (EOY)
$20,836,569
Total liabilities (EOY)
$0
Net assets (EOY)
$20,836,569
Employer contributions
$291,353
Participant contributions
$815,911
Total income / additions
$4,525,878
Benefits paid
$745,051
Administrative expenses
$56,631
Total expenses
$801,682
Net increase / (decrease)
$3,724,196
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $29.1K
  2. 2
    RECORDKEEPER · Direct $27.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014100641NAL0026983569001 cover?
It is the 2023 Form 5500 filing for Von Roll Usa, Inc. Savings Plan, reported by Von Roll Usa, Inc. (EIN 14-1700763).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages