The Vollrath Company, LLC Kiel Plant Employees Personal Tax-Savers 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 Kiel Plant Employees Personal Tax-Savers Plan is a benefit plan reported by The Vollrath Company, LLC under EIN 39-1859733 and plan number 018. The latest loaded filing year is 2023. The filing reports 140 participants and $7,597,714 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
018
Plan type
2
Location
Sheboygan, WI
Latest filing year
2023
Participants
140
End-of-year plan assets
$7,597,714

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20241014172646NAL0013685843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,597,714
Total liabilities (EOY)
$0
Net assets (EOY)
$7,597,714
Net assets (BOY)
$6,732,525

Income & contributions

Employer contributions
$119,278
Participant contributions
$356,281
Total contributions
$475,559
Total income / additions
$1,551,207

Expenses & distributions

Benefits paid
$674,949
Administrative expenses
$11,069
Total expenses
$686,018
Net increase / (decrease)
$865,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$9,810not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages