2023 Form 5500 filing — Retirement Plan For Employees Of The Polarware Company
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 20241014133802NAL0015018899001) for Retirement Plan For Employees Of The Polarware Company, reported by The Vollrath Company, LLC under EIN 39-1859733 and plan number 016. It reports 114 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)$3.7MReported net assets$3,674,094
Participants114
Provider compensation$9.7K3 Schedule C row(s)$9,748
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014133802NAL0015018899001
- Plan sponsor
- The Vollrath Company, LLC
- EIN
- 39-1859733
- Plan number
- 016
- Location
- Sheboygan, WI
- Received date
- not reported in the loaded dataset
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)$3.7M total assets
Net assets$3.7MLiabilities$337
Full reported line items
- Total assets (EOY)
- $3,674,431
- Total liabilities (EOY)
- $337
- Net assets (EOY)
- $3,674,094
- Total income / additions
- $462,872
- Benefits paid
- $191,853
- Administrative expenses
- $9,748
- Total expenses
- $201,601
- Net increase / (decrease)
- $261,271
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bmo Retirement Service | NONE | $7,852 | $0 |
| Alpha Investing Consulting Group | NONE | $1,352 | $0 |
| Old National Bank | NONE | $544 | $0 |