David Volkert & Associates, Inc. (EIN 63-0703075) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $287.8M in plan assets and 3,889 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries | 001 | 946 | $181.8M |
| David Volkert & Associates, Inc. 401(k) Retirement Savings Plan | 003 | 1,715 | $105.9M |
| David Volkert & Associates, Inc. Welfare Benefits Plan | 501 | 1,228 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
63-0703075 is the Employer Identification Number (EIN) David Volkert & Associates, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Alabama EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
