2023 Form 5500 filing — Volvo Cars Employees' Savings Trust 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 20241014122048NAL0044460960001) for Volvo Cars Employees' Savings Trust Plan, reported by Volvo Car Usa LLC under EIN 47-4903750 and plan number 335. It reports 2,896 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122048NAL0044460960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Volvo Car Usa LLC
- EIN
- 47-4903750
- Plan number
- 335
- Location
- Mahwah, NJ
- Participants
- 2,896
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $272,207,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $272,207,742
- Employer contributions
- $13,572,029
- Participant contributions
- $15,340,009
- Total income / additions
- $81,414,265
- Benefits paid
- $30,910,017
- Administrative expenses
- $404,782
- Total expenses
- $31,354,634
- Net increase / (decrease)
- $50,059,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Inst. Operations Co. | NONE KNOWN | $181,987 | $0 |
| Strategic Advisers, Inc. | NONE KNOWN | $149,021 | not reported in the loaded dataset |
| Rocaton Investment Advisors, LLC | NONE KNOWN | $73,774 | not reported in the loaded dataset |