2023 Form 5500 filing — Volvo Sales And Service 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 20241015145250NAL0028831153001) for Volvo Sales And Service 401(K) Plan, reported by Volvo Sales And Service under EIN 36-2595957 and plan number 001. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145250NAL0028831153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Volvo Sales And Service
- EIN
- 36-2595957
- Plan number
- 001
- Location
- Lisle, IL
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,649,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,649,902
- Employer contributions
- $545,623
- Participant contributions
- $1,503,604
- Total income / additions
- $6,642,926
- Benefits paid
- $3,386,270
- Administrative expenses
- $101,999
- Total expenses
- $3,536,828
- Net increase / (decrease)
- $3,106,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $96,471 | $0 |
| National Automobile Dealers Associa | OTHER | $38,228 | not reported in the loaded dataset |
| Capfinancial Partners LLC Dba Captr | OTHER | $6,371 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,528 | not reported in the loaded dataset |
| Northeast Retirement Services, Inc. | OTHER | $3,982 | not reported in the loaded dataset |