Retirement Plan For Employees Of The Polarware Company — 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, Retirement Plan For Employees Of The Polarware Company is a benefit plan reported by The Vollrath Company, LLC under EIN 39-1859733 and plan number 016. The latest loaded filing year is 2023. The filing reports 114 participants and $3,674,431 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
016
Plan type
2
Location
Sheboygan, WI
Latest filing year
2023
Participants
114
End-of-year plan assets
$3,674,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023114H, C20241014133802NAL0015018899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,674,431
Total liabilities (EOY)
$337
Net assets (EOY)
$3,674,094
Net assets (BOY)
$3,412,823

Income & contributions

Total contributions
$0
Total income / additions
$462,872

Expenses & distributions

Benefits paid
$191,853
Administrative expenses
$9,748
Total expenses
$201,601
Net increase / (decrease)
$261,271

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bmo Retirement ServiceNONE$7,852$02023
Alpha Investing Consulting GroupNONE$1,352$02023
Old National BankNONE$544$02023

Related Form 5500 pages