2023 Form 5500 filing — Employee Stock Ownership Plan For Employees Of David Volkert And Associates, Inc. And Sub
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 20241014170345NAL0053271762001) for Employee Stock Ownership Plan For Employees Of David Volkert And Associates, Inc. And Sub, reported by David Volkert & Associates, Inc. under EIN 63-0703075 and plan number 001. It reports 1,054 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241014170345NAL0053271762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David Volkert & Associates, Inc.
- EIN
- 63-0703075
- Plan number
- 001
- Location
- Mobile, AL
- Participants
- 1,054
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,850,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,850,762
- Employer contributions
- $100,000
- Total income / additions
- $31,583,594
- Benefits paid
- $14,239,015
- Administrative expenses
- $0
- Total expenses
- $14,239,015
- Net increase / (decrease)
- $17,344,579
- Schedule source
- Schedule H