The Tax Savers Plan Of The Vollrath Company LLC Uaw Employees — 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 Tax Savers Plan Of The Vollrath Company LLC Uaw Employees is a benefit plan reported by The Vollrath Company, LLC under EIN 39-1859733 and plan number 013. The latest loaded filing year is 2023. The filing reports 270 participants and $26,362,094 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
013
Plan type
2
Location
Sheboygan, WI
Latest filing year
2023
Participants
270
End-of-year plan assets
$26,362,094

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023270H, C20241014171132NAL0015344691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,362,094
Total liabilities (EOY)
$27,004
Net assets (EOY)
$26,335,090
Net assets (BOY)
$23,352,426

Income & contributions

Employer contributions
$576,112
Participant contributions
$1,093,459
Total contributions
$1,720,317
Total income / additions
$5,656,655

Expenses & distributions

Benefits paid
$2,632,957
Administrative expenses
$41,034
Total expenses
$2,673,991
Net increase / (decrease)
$2,982,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$36,710not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages