2023 Form 5500 filing — Volex Holdings Profit Sharing And 401(K) 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 20241015103610NAL0047390800001) for Volex Holdings Profit Sharing And 401(K) Plan, reported by Volex Holdings under EIN 04-3134682 and plan number 001. It reports 366 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)$22.6MReported net assets$22,576,346
Participants366
Provider compensation$85.4K3 Schedule C row(s)$85,405
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015103610NAL0047390800001
Plan sponsor
Volex Holdings
EIN
04-3134682
Plan number
001
Location
Irvine, CA
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)$22.6M total assets
Net assets$22.6MLiabilities$0
Money in vs. money out
Total income / additions$6.5M
Total expenses$4.1M
Benefits paid / distributions$4M
Contributions
Employer$675K
Participant$1.7M
Full reported line items
Total assets (EOY)
$22,576,346
Total liabilities (EOY)
$0
Net assets (EOY)
$22,576,346
Employer contributions
$675,031
Participant contributions
$1,700,999
Total income / additions
$6,486,841
Benefits paid
$3,966,570
Administrative expenses
$85,405
Total expenses
$4,061,700
Net increase / (decrease)
$2,425,141
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $46K
  2. 2
    RECORDKEEPER · Direct $31.2K · Indirect $0
  3. 3
    ADVISOR · Direct $8.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015103610NAL0047390800001 cover?
It is the 2023 Form 5500 filing for Volex Holdings Profit Sharing And 401(K) Plan, reported by Volex Holdings (EIN 04-3134682).
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