Voltus 401(K) Plan — Form 5500 plan (Voltus, 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, Voltus 401(K) Plan is a benefit plan reported by Voltus, Inc. under EIN 81-3538282 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $11,841,255 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Voltus, Inc.
EIN
81-3538282
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
310
End-of-year plan assets
$11,841,255

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20241014145410NAL0026478625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,841,255
Total liabilities (EOY)
$0
Net assets (EOY)
$11,841,255
Net assets (BOY)
$7,303,429

Income & contributions

Employer contributions
$1,184,172
Participant contributions
$2,470,959
Total contributions
$4,237,781
Total income / additions
$5,789,102

Expenses & distributions

Benefits paid
$1,208,099
Administrative expenses
$43,177
Total expenses
$1,251,276
Net increase / (decrease)
$4,537,826

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human Interest Advisor LLCRECORDKEEPER$43,177not reported in the loaded dataset2023

Related Form 5500 pages