Voith Employee Savings Plan For Bargaining Unit Employees — Form 5500 plan (Voith Us Inc.)
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, Voith Employee Savings Plan For Bargaining Unit Employees is a benefit plan reported by Voith Us Inc. under EIN 39-2042166 and plan number 012. The latest loaded filing year is 2023. The filing reports 366 participants and $34,697,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Voith Us Inc.
- EIN
- 39-2042166
- Plan number
- 012
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $34,697,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20241007080157NAL0027014304002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,697,349
- Net assets (EOY)
- $34,697,349
- Net assets (BOY)
- $33,437,571
Income & contributions
- Employer contributions
- $771,581
- Participant contributions
- $1,295,260
- Total contributions
- $2,082,823
- Total income / additions
- $7,558,373
Expenses & distributions
- Benefits paid
- $6,241,440
- Administrative expenses
- $47,938
- Total expenses
- $6,298,595
- Net increase / (decrease)
- $1,259,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $26,377 | $0 | 2023 |
| Mckonly & Asbury, Llp | AUDITOR | $14,586 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | ADVISOR | $6,975 | not reported in the loaded dataset | 2023 |