Vorteq Coil Finishers, LLC Profit Sharing And Savings Plan — Form 5500 plan (Vorteq Coil Finishers, 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, Vorteq Coil Finishers, LLC Profit Sharing And Savings Plan is a benefit plan reported by Vorteq Coil Finishers, LLC under EIN 46-4386937 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $10,978,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vorteq Coil Finishers, LLC
EIN
46-4386937
Plan number
001
Plan type
2
Location
Oakmont, PA
Latest filing year
2023
Participants
372
End-of-year plan assets
$10,978,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023372H, C20241002211402NAL0018586258001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,978,881
Total liabilities (EOY)
$0
Net assets (EOY)
$10,978,881
Net assets (BOY)
$9,362,202

Income & contributions

Employer contributions
$432,865
Participant contributions
$721,200
Total contributions
$1,154,065
Total income / additions
$2,606,735

Expenses & distributions

Benefits paid
$949,752
Administrative expenses
$76,744
Total expenses
$1,026,496
Net increase / (decrease)
$1,580,239

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$39,390not reported in the loaded dataset2023
Independent Financial PartnersNONE$37,354not reported in the loaded dataset2023

Related Form 5500 pages