2023 Form 5500 filing — Velux America LLC 401(K) Retirement 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 20250123152702NAL0006838161001) for Velux America LLC 401(K) Retirement Plan, reported by Velux America LLC under EIN 04-2559488 and plan number 001. It reports 990 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)$118.2MReported net assets$118,164,595
Participants990
Provider compensation$151.9K2 Schedule C row(s)$151,859
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250123152702NAL0006838161001
Plan sponsor
Velux America LLC
EIN
04-2559488
Plan number
001
Location
Greenwood, SC
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)$118.2M total assets
Net assets$118.2MLiabilities$0
Money in vs. money out
Total income / additions$26.1M
Total expenses$12.2M
Benefits paid / distributions$12M
Contributions
Employer$2.6M
Participant$4.8M
Full reported line items
Total assets (EOY)
$118,164,595
Total liabilities (EOY)
$0
Net assets (EOY)
$118,164,595
Employer contributions
$2,597,379
Participant contributions
$4,765,773
Total income / additions
$26,105,361
Benefits paid
$12,049,404
Administrative expenses
$151,859
Total expenses
$12,201,263
Net increase / (decrease)
$13,904,098
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $151.9K · Indirect $0
  2. 2
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

Related Form 5500 pages