Volunteer Materials And Related 401(K) Plan — Form 5500 plan (Volunteer Materials)
Plain-English plan 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, Volunteer Materials And Related 401(K) Plan is a benefit plan reported by Volunteer Materials under EIN 36-4608954 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $3,643,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Volunteer Materials
- EIN
- 36-4608954
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, TN
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $3,643,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241011085210NAL0036459344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,643,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,643,095
- Net assets (BOY)
- $2,697,186
Income & contributions
- Employer contributions
- $230,831
- Participant contributions
- $466,907
- Total contributions
- $701,508
- Total income / additions
- $1,112,306
Expenses & distributions
- Benefits paid
- $150,001
- Administrative expenses
- $16,396
- Total expenses
- $166,397
- Net increase / (decrease)
- $945,909
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Horizon Advisors Inc | INVESTMENT ADVISOR | $8,609 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $6,912 | $0 | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $2,948 | not reported in the loaded dataset | 2023 |