The Vollrath Company, LLC Savings & Profit Sharing Plan — Form 5500 plan (The Vollrath Company, LLC)

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, The Vollrath Company, LLC Savings & Profit Sharing Plan is a benefit plan reported by The Vollrath Company, LLC under EIN 39-1859733 and plan number 011. The latest loaded filing year is 2023. The filing reports 799 participants and $113,384,804 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Vollrath Company, LLC
EIN
39-1859733
Plan number
011
Plan type
2
Location
Sheboygan, WI
Latest filing year
2023
Participants
799
End-of-year plan assets
$113,384,804

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023799H, C20241014173304NAL0054645538001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,384,804
Total liabilities (EOY)
$31,815
Net assets (EOY)
$113,352,989
Net assets (BOY)
$99,433,415

Income & contributions

Employer contributions
$3,123,765
Participant contributions
$4,589,619
Total contributions
$8,243,999
Total income / additions
$24,714,551

Expenses & distributions

Benefits paid
$10,627,510
Administrative expenses
$160,893
Total expenses
$10,794,977
Net increase / (decrease)
$13,919,574

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$143,107not reported in the loaded dataset2023
Alpha Investment Consulting GroupNONE$17,786not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages