Volta Charging Industries, LLC Retirement Trust — Form 5500 plan (Volta Charging Industries, 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, Volta Charging Industries, LLC Retirement Trust is a benefit plan reported by Volta Charging Industries, LLC under EIN 87-2637400 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $14,050,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Volta Charging Industries, LLC
EIN
87-2637400
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
349
End-of-year plan assets
$14,050,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023349H, C20241011095953NAL0010790467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,050,357
Total liabilities (EOY)
$0
Net assets (EOY)
$14,050,357
Net assets (BOY)
$10,830,238

Income & contributions

Employer contributions
$1,427,568
Participant contributions
$1,753,232
Total contributions
$3,436,354
Total income / additions
$5,683,413

Expenses & distributions

Benefits paid
$2,423,163
Administrative expenses
$35,222
Total expenses
$2,463,294
Net increase / (decrease)
$3,220,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst OpsRECORDKEEPER$32,621$02023

Related Form 5500 pages