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VOLVO INVESTMENT PLAN 401k Plan overview

Plan NameVOLVO INVESTMENT PLAN
Plan identification number 004

VOLVO INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC has sponsored the creation of one or more 401k plans.

Company Name:VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC
Employer identification number (EIN):382496821
NAIC Classification:333100

Additional information about VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-02-02
Company Identification Number: 0801379318
Legal Registered Office Address: 7900 NATIONAL SERVICE RD APT 1-15

GREENSBORO
United States of America (USA)
27409

More information about VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOLVO INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01RONALD KANE ARROWOOD
0042016-01-01RONALD KANE ARROWOOD RONALD KANE ARROWOOD2017-09-15
0042015-01-01RONALD KANE ARROWOOD RONALD KANE ARROWOOD2016-10-07
0042014-01-01RONALD KANE ARROWOOD RONALD KANE ARROWOOD2015-10-15
0042013-01-01RONALD KANE ARROWOOD RONALD KANE ARROWOOD2014-10-15
0042012-01-01RONALD KANE ARROWOOD RONALD KANE ARROWOOD2013-10-04
0042011-01-01RONALD KANE ARROWOOD RONALD KANE ARROWOOD2012-10-01
0042010-01-01RONALD KANE ARROWOOD
0042009-01-01RONALD KANE ARROWOOD RONALD KANE ARROWOOD2010-09-27

Plan Statistics for VOLVO INVESTMENT PLAN

401k plan membership statisitcs for VOLVO INVESTMENT PLAN

Measure Date Value
2022: VOLVO INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,694
Total number of active participants reported on line 7a of the Form 55002022-01-01853
Number of retired or separated participants receiving benefits2022-01-0129
Number of other retired or separated participants entitled to future benefits2022-01-01747
Total of all active and inactive participants2022-01-011,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-011,645
Number of participants with account balances2022-01-011,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: VOLVO INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,821
Total number of active participants reported on line 7a of the Form 55002021-01-01850
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-01798
Total of all active and inactive participants2021-01-011,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0116
Total participants2021-01-011,694
Number of participants with account balances2021-01-011,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: VOLVO INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,817
Total number of active participants reported on line 7a of the Form 55002020-01-01922
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01868
Total of all active and inactive participants2020-01-011,802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-011,820
Number of participants with account balances2020-01-011,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: VOLVO INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,852
Total number of active participants reported on line 7a of the Form 55002019-01-01922
Number of retired or separated participants receiving benefits2019-01-0133
Number of other retired or separated participants entitled to future benefits2019-01-01841
Total of all active and inactive participants2019-01-011,796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0121
Total participants2019-01-011,817
Number of participants with account balances2019-01-011,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: VOLVO INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,801
Total number of active participants reported on line 7a of the Form 55002018-01-01964
Number of retired or separated participants receiving benefits2018-01-0135
Number of other retired or separated participants entitled to future benefits2018-01-01837
Total of all active and inactive participants2018-01-011,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-011,852
Number of participants with account balances2018-01-011,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: VOLVO INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,867
Total number of active participants reported on line 7a of the Form 55002017-01-011,774
Number of retired or separated participants receiving benefits2017-01-0133
Number of other retired or separated participants entitled to future benefits2017-01-01976
Total of all active and inactive participants2017-01-012,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-012,801
Number of participants with account balances2017-01-012,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: VOLVO INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,977
Total number of active participants reported on line 7a of the Form 55002016-01-011,739
Number of retired or separated participants receiving benefits2016-01-0142
Number of other retired or separated participants entitled to future benefits2016-01-011,086
Total of all active and inactive participants2016-01-012,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,867
Number of participants with account balances2016-01-012,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: VOLVO INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,180
Total number of active participants reported on line 7a of the Form 55002015-01-011,949
Number of retired or separated participants receiving benefits2015-01-0136
Number of other retired or separated participants entitled to future benefits2015-01-01991
Total of all active and inactive participants2015-01-012,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,977
Number of participants with account balances2015-01-012,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0177
2014: VOLVO INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,201
Total number of active participants reported on line 7a of the Form 55002014-01-012,185
Number of retired or separated participants receiving benefits2014-01-0133
Number of other retired or separated participants entitled to future benefits2014-01-01962
Total of all active and inactive participants2014-01-013,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,180
Number of participants with account balances2014-01-012,480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0191
2013: VOLVO INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,102
Total number of active participants reported on line 7a of the Form 55002013-01-014,037
Number of retired or separated participants receiving benefits2013-01-0126
Number of other retired or separated participants entitled to future benefits2013-01-011,137
Total of all active and inactive participants2013-01-015,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-015,201
Number of participants with account balances2013-01-014,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01559
2012: VOLVO INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,234
Total number of active participants reported on line 7a of the Form 55002012-01-014,091
Number of retired or separated participants receiving benefits2012-01-0122
Number of other retired or separated participants entitled to future benefits2012-01-01987
Total of all active and inactive participants2012-01-015,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-015,102
Number of participants with account balances2012-01-014,950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01277
2011: VOLVO INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,025
Total number of active participants reported on line 7a of the Form 55002011-01-014,376
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-01845
Total of all active and inactive participants2011-01-015,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-015,234
Number of participants with account balances2011-01-013,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0184
2010: VOLVO INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,109
Total number of active participants reported on line 7a of the Form 55002010-01-013,199
Number of retired or separated participants receiving benefits2010-01-0113
Number of other retired or separated participants entitled to future benefits2010-01-01812
Total of all active and inactive participants2010-01-014,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-014,025
Number of participants with account balances2010-01-012,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: VOLVO INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,431
Total number of active participants reported on line 7a of the Form 55002009-01-013,292
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-01802
Total of all active and inactive participants2009-01-014,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-014,109
Number of participants with account balances2009-01-012,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0155

Financial Data on VOLVO INVESTMENT PLAN

Measure Date Value
2022 : VOLVO INVESTMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$812,408
Total transfer of assets from this plan2022-12-31$1,897,596
Total income from all sources (including contributions)2022-12-31$-21,408,921
Total of all expenses incurred2022-12-31$10,471,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,357,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,251,455
Value of total assets at end of year2022-12-31$193,139,692
Value of total assets at beginning of year2022-12-31$226,105,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$113,467
Total interest from all sources2022-12-31$77,822
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$973,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$973,301
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,383,480
Participant contributions at end of year2022-12-31$1,917,310
Participant contributions at beginning of year2022-12-31$1,731,387
Participant contributions at end of year2022-12-31$161,870
Participant contributions at beginning of year2022-12-31$17,005
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,605
Administrative expenses (other) incurred2022-12-31$102,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,880,305
Value of net assets at end of year (total assets less liabilities)2022-12-31$193,139,692
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$226,105,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$11,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$59,870,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$75,754,644
Interest on participant loans2022-12-31$77,822
Value of interest in master investment trust accounts at end of year2022-12-31$94,496,634
Value of interest in master investment trust accounts at beginning of year2022-12-31$107,579,834
Value of interest in common/collective trusts at end of year2022-12-31$36,426,032
Value of interest in common/collective trusts at beginning of year2022-12-31$41,003,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,865,612
Net investment gain or loss from common/collective trusts2022-12-31$-5,560,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,839,430
Employer contributions (assets) at end of year2022-12-31$265,066
Employer contributions (assets) at beginning of year2022-12-31$13,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,357,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : VOLVO INVESTMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$1,066,137
Total transfer of assets from this plan2021-12-31$393,099
Total income from all sources (including contributions)2021-12-31$37,790,686
Total of all expenses incurred2021-12-31$24,381,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,111,476
Expenses. Certain deemed distributions of participant loans2021-12-31$140,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,251,319
Value of total assets at end of year2021-12-31$226,105,185
Value of total assets at beginning of year2021-12-31$212,023,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$129,475
Total interest from all sources2021-12-31$94,750
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,165,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,165,436
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,536,333
Participant contributions at end of year2021-12-31$1,731,387
Participant contributions at beginning of year2021-12-31$1,895,767
Participant contributions at end of year2021-12-31$17,005
Participant contributions at beginning of year2021-12-31$307,634
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$150,801
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$14,003
Administrative expenses (other) incurred2021-12-31$112,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,408,818
Value of net assets at end of year (total assets less liabilities)2021-12-31$226,105,185
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$212,023,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$75,754,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,257,638
Interest on participant loans2021-12-31$94,750
Value of interest in master investment trust accounts at end of year2021-12-31$107,579,834
Value of interest in master investment trust accounts at beginning of year2021-12-31$97,029,689
Value of interest in common/collective trusts at end of year2021-12-31$41,003,693
Value of interest in common/collective trusts at beginning of year2021-12-31$43,289,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,946,779
Net investment gain or loss from common/collective trusts2021-12-31$5,188,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,564,185
Employer contributions (assets) at end of year2021-12-31$13,017
Employer contributions (assets) at beginning of year2021-12-31$229,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,111,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : VOLVO INVESTMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$28,239
Total transfer of assets from this plan2020-12-31$107,033
Total income from all sources (including contributions)2020-12-31$42,651,710
Total of all expenses incurred2020-12-31$20,643,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,486,617
Value of total corrective distributions2020-12-31$6,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,124,613
Value of total assets at end of year2020-12-31$212,023,329
Value of total assets at beginning of year2020-12-31$190,093,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150,506
Total interest from all sources2020-12-31$109,701
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$927,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$927,764
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,894,519
Participant contributions at end of year2020-12-31$1,895,767
Participant contributions at beginning of year2020-12-31$2,110,754
Participant contributions at end of year2020-12-31$307,634
Participant contributions at beginning of year2020-12-31$325,771
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$169,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$14,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$10,489
Administrative expenses (other) incurred2020-12-31$129,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$22,008,275
Value of net assets at end of year (total assets less liabilities)2020-12-31$212,023,329
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$190,093,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,257,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,422,238
Interest on participant loans2020-12-31$109,701
Value of interest in master investment trust accounts at end of year2020-12-31$97,029,689
Value of interest in master investment trust accounts at beginning of year2020-12-31$87,155,653
Value of interest in common/collective trusts at end of year2020-12-31$43,289,573
Value of interest in common/collective trusts at beginning of year2020-12-31$37,835,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,691,189
Net investment gain or loss from common/collective trusts2020-12-31$5,717,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,060,603
Employer contributions (assets) at end of year2020-12-31$229,025
Employer contributions (assets) at beginning of year2020-12-31$233,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,486,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : VOLVO INVESTMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$452,213
Total transfer of assets from this plan2019-12-31$1,180,212
Total income from all sources (including contributions)2019-12-31$45,963,344
Total of all expenses incurred2019-12-31$13,032,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,914,547
Expenses. Certain deemed distributions of participant loans2019-12-31$1,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,132,058
Value of total assets at end of year2019-12-31$190,093,848
Value of total assets at beginning of year2019-12-31$157,891,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,206
Total interest from all sources2019-12-31$108,950
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,245,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,245,826
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,473,934
Participant contributions at end of year2019-12-31$2,110,754
Participant contributions at beginning of year2019-12-31$2,038,478
Participant contributions at end of year2019-12-31$325,771
Participant contributions at beginning of year2019-12-31$295,672
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$377,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,590
Administrative expenses (other) incurred2019-12-31$107,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$32,930,545
Value of net assets at end of year (total assets less liabilities)2019-12-31$190,093,848
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$157,891,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,422,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,577,785
Interest on participant loans2019-12-31$108,950
Value of interest in master investment trust accounts at end of year2019-12-31$87,155,653
Value of interest in master investment trust accounts at beginning of year2019-12-31$70,089,089
Value of interest in common/collective trusts at end of year2019-12-31$37,835,752
Value of interest in common/collective trusts at beginning of year2019-12-31$36,682,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,274,042
Net investment gain or loss from common/collective trusts2019-12-31$5,345,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,280,576
Employer contributions (assets) at end of year2019-12-31$233,191
Employer contributions (assets) at beginning of year2019-12-31$202,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,914,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : VOLVO INVESTMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$638,807
Total transfer of assets from this plan2018-12-31$1,301,073
Total income from all sources (including contributions)2018-12-31$3,139,290
Total of all expenses incurred2018-12-31$18,117,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,090,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,245,375
Value of total assets at end of year2018-12-31$157,891,302
Value of total assets at beginning of year2018-12-31$173,532,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,054
Total interest from all sources2018-12-31$105,316
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$741,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$741,985
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,321,150
Participant contributions at end of year2018-12-31$2,038,478
Participant contributions at beginning of year2018-12-31$2,321,933
Participant contributions at end of year2018-12-31$295,672
Participant contributions at beginning of year2018-12-31$315,669
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$437,798
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,901
Administrative expenses (other) incurred2018-12-31$8,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,978,707
Value of net assets at end of year (total assets less liabilities)2018-12-31$157,891,302
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$173,532,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$19,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,577,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$51,351,700
Interest on participant loans2018-12-31$105,316
Value of interest in master investment trust accounts at end of year2018-12-31$70,089,089
Value of interest in master investment trust accounts at beginning of year2018-12-31$77,461,294
Value of interest in common/collective trusts at end of year2018-12-31$36,682,606
Value of interest in common/collective trusts at beginning of year2018-12-31$41,965,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,142,461
Net investment gain or loss from common/collective trusts2018-12-31$941,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,486,427
Employer contributions (assets) at end of year2018-12-31$202,082
Employer contributions (assets) at beginning of year2018-12-31$108,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,090,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : VOLVO INVESTMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$62,265
Total transfer of assets from this plan2017-12-31$1,200,655
Total income from all sources (including contributions)2017-12-31$34,813,828
Total of all expenses incurred2017-12-31$10,643,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,555,501
Expenses. Certain deemed distributions of participant loans2017-12-31$56,277
Value of total corrective distributions2017-12-31$2,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,684,159
Value of total assets at end of year2017-12-31$173,532,275
Value of total assets at beginning of year2017-12-31$150,500,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,461
Total interest from all sources2017-12-31$100,365
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$720,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$720,194
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,028,459
Participant contributions at end of year2017-12-31$2,321,933
Participant contributions at beginning of year2017-12-31$2,034,767
Participant contributions at end of year2017-12-31$315,669
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$111,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$25,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$24,170,326
Value of net assets at end of year (total assets less liabilities)2017-12-31$173,532,275
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$150,500,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$51,351,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,237,485
Interest on participant loans2017-12-31$100,365
Value of interest in master investment trust accounts at end of year2017-12-31$77,461,294
Value of interest in master investment trust accounts at beginning of year2017-12-31$65,848,045
Value of interest in common/collective trusts at end of year2017-12-31$41,965,917
Value of interest in common/collective trusts at beginning of year2017-12-31$38,380,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,086,022
Net investment gain or loss from common/collective trusts2017-12-31$5,267,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,544,163
Employer contributions (assets) at end of year2017-12-31$108,861
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,555,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : VOLVO INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,047,138
Total transfer of assets from this plan2016-12-31$1,668,599
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$22,527,588
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,562,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,506,449
Expenses. Certain deemed distributions of participant loans2016-12-31$-612
Value of total corrective distributions2016-12-31$5,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,388,446
Value of total assets at end of year2016-12-31$150,500,339
Value of total assets at beginning of year2016-12-31$143,156,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,084
Total interest from all sources2016-12-31$104,598
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,155,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,155,206
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,994,105
Participant contributions at end of year2016-12-31$2,034,767
Participant contributions at beginning of year2016-12-31$2,262,357
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,797
Other income not declared elsewhere2016-12-31$6,850
Administrative expenses (other) incurred2016-12-31$51,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,965,193
Value of net assets at end of year (total assets less liabilities)2016-12-31$150,500,339
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$143,156,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$44,237,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,944,947
Interest on participant loans2016-12-31$104,598
Value of interest in master investment trust accounts at end of year2016-12-31$65,848,045
Value of interest in master investment trust accounts at beginning of year2016-12-31$62,755,831
Value of interest in common/collective trusts at end of year2016-12-31$38,380,042
Value of interest in common/collective trusts at beginning of year2016-12-31$37,193,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,899,525
Net investment gain or loss from common/collective trusts2016-12-31$2,191,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,344,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,506,449
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : VOLVO INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$15,181
Total transfer of assets from this plan2015-12-31$1,255,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,851,396
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,098,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,044,345
Expenses. Certain deemed distributions of participant loans2015-12-31$141
Value of total corrective distributions2015-12-31$3,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,058,440
Value of total assets at end of year2015-12-31$143,156,607
Value of total assets at beginning of year2015-12-31$147,643,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,571
Total interest from all sources2015-12-31$90,490
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,457,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,457,962
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,659,458
Participant contributions at end of year2015-12-31$2,262,357
Participant contributions at beginning of year2015-12-31$2,489,356
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$896,463
Other income not declared elsewhere2015-12-31$4,574
Administrative expenses (other) incurred2015-12-31$50,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,247,003
Value of net assets at end of year (total assets less liabilities)2015-12-31$143,156,607
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$147,643,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,944,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,244,327
Interest on participant loans2015-12-31$90,490
Value of interest in master investment trust accounts at end of year2015-12-31$62,755,831
Value of interest in master investment trust accounts at beginning of year2015-12-31$64,206,831
Value of interest in common/collective trusts at end of year2015-12-31$37,193,472
Value of interest in common/collective trusts at beginning of year2015-12-31$38,703,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,569,201
Net investment gain or loss from common/collective trusts2015-12-31$397,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,502,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,044,345
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : VOLVO INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$472,722
Total transfer of assets from this plan2014-12-31$33,805,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$21,703,783
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,135,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,083,139
Expenses. Certain deemed distributions of participant loans2014-12-31$-22,097
Value of total corrective distributions2014-12-31$3,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,646,103
Value of total assets at end of year2014-12-31$147,643,759
Value of total assets at beginning of year2014-12-31$176,408,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$71,051
Total interest from all sources2014-12-31$101,466
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,735,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,735,501
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,501,900
Participant contributions at end of year2014-12-31$2,489,356
Participant contributions at beginning of year2014-12-31$2,965,000
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$271,957
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,068,170
Other income not declared elsewhere2014-12-31$-209,757
Administrative expenses (other) incurred2014-12-31$71,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,568,477
Value of net assets at end of year (total assets less liabilities)2014-12-31$147,643,759
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$176,408,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$42,244,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$46,309,498
Interest on participant loans2014-12-31$101,466
Value of interest in master investment trust accounts at end of year2014-12-31$64,206,831
Value of interest in master investment trust accounts at beginning of year2014-12-31$80,696,558
Value of interest in common/collective trusts at end of year2014-12-31$38,703,245
Value of interest in common/collective trusts at beginning of year2014-12-31$45,965,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-225,612
Net investment gain or loss from common/collective trusts2014-12-31$997,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,076,033
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$199,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,083,139
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : VOLVO INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$53,536
Total transfer of assets from this plan2013-12-31$39,760,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$50,777,626
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,059,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,953,772
Expenses. Certain deemed distributions of participant loans2013-12-31$-35,746
Value of total corrective distributions2013-12-31$52,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,303,012
Value of total assets at end of year2013-12-31$176,408,483
Value of total assets at beginning of year2013-12-31$179,396,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$88,628
Total interest from all sources2013-12-31$108,030
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,428,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,428,072
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$11,797,468
Participant contributions at end of year2013-12-31$2,965,000
Participant contributions at beginning of year2013-12-31$3,776,341
Participant contributions at end of year2013-12-31$271,957
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,155,553
Other income not declared elsewhere2013-12-31$-42,794
Administrative expenses (other) incurred2013-12-31$88,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$36,718,167
Value of net assets at end of year (total assets less liabilities)2013-12-31$176,408,483
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$179,396,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$46,309,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,614,785
Interest on participant loans2013-12-31$108,030
Value of interest in master investment trust accounts at end of year2013-12-31$80,696,558
Value of interest in master investment trust accounts at beginning of year2013-12-31$74,248,185
Value of interest in common/collective trusts at end of year2013-12-31$45,965,801
Value of interest in common/collective trusts at beginning of year2013-12-31$54,757,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,324,086
Net investment gain or loss from common/collective trusts2013-12-31$5,181,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,349,991
Employer contributions (assets) at end of year2013-12-31$199,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,953,772
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : VOLVO INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$410,262
Total transfer of assets from this plan2012-12-31$1,838,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$46,836,907
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$13,417,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,294,483
Expenses. Certain deemed distributions of participant loans2012-12-31$9,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$29,021,914
Value of total assets at end of year2012-12-31$179,396,945
Value of total assets at beginning of year2012-12-31$147,405,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$113,382
Total interest from all sources2012-12-31$142,203
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,099,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,099,039
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$12,363,425
Participant contributions at end of year2012-12-31$3,776,341
Participant contributions at beginning of year2012-12-31$2,890,749
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,309,216
Other income not declared elsewhere2012-12-31$6,360
Administrative expenses (other) incurred2012-12-31$113,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$33,419,519
Value of net assets at end of year (total assets less liabilities)2012-12-31$179,396,945
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$147,405,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$46,614,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$39,619,391
Interest on participant loans2012-12-31$142,203
Value of interest in master investment trust accounts at end of year2012-12-31$74,248,185
Value of interest in master investment trust accounts at beginning of year2012-12-31$55,403,589
Value of interest in common/collective trusts at end of year2012-12-31$54,757,634
Value of interest in common/collective trusts at beginning of year2012-12-31$49,492,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,550,463
Net investment gain or loss from common/collective trusts2012-12-31$4,283,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,349,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,294,483
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : VOLVO INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$2,107,092
Total transfer of assets from this plan2011-12-31$922,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$18,949,578
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,811,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,700,989
Expenses. Certain deemed distributions of participant loans2011-12-31$27,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,644,420
Value of total assets at end of year2011-12-31$147,405,870
Value of total assets at beginning of year2011-12-31$136,082,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$82,921
Total interest from all sources2011-12-31$132,460
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$881,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$881,701
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$9,107,073
Participant contributions at end of year2011-12-31$2,890,749
Participant contributions at beginning of year2011-12-31$2,509,006
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$325,831
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$851,796
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$82,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,138,249
Value of net assets at end of year (total assets less liabilities)2011-12-31$147,405,870
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$136,082,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$39,619,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$88,702,139
Interest on participant loans2011-12-31$132,460
Value of interest in master investment trust accounts at end of year2011-12-31$55,403,589
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$49,492,141
Value of interest in common/collective trusts at beginning of year2011-12-31$44,347,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$448,578
Net investment gain or loss from common/collective trusts2011-12-31$422,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,685,551
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$198,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,700,989
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : VOLVO INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$12,620,714
Total transfer of assets from this plan2010-12-31$1,536,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$26,374,359
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$15,999,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,869,437
Expenses. Certain deemed distributions of participant loans2010-12-31$13,478
Value of total corrective distributions2010-12-31$57,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,719,083
Value of total assets at end of year2010-12-31$136,082,945
Value of total assets at beginning of year2010-12-31$114,623,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$59,103
Total interest from all sources2010-12-31$128,977
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,715,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,715,721
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,887,719
Participant contributions at end of year2010-12-31$2,509,006
Participant contributions at beginning of year2010-12-31$2,531,376
Participant contributions at end of year2010-12-31$325,831
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$308,580
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$59,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,375,137
Value of net assets at end of year (total assets less liabilities)2010-12-31$136,082,945
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$114,623,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$88,702,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$67,924,150
Interest on participant loans2010-12-31$128,977
Value of interest in common/collective trusts at end of year2010-12-31$44,347,754
Value of interest in common/collective trusts at beginning of year2010-12-31$44,167,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,712,971
Net investment gain or loss from common/collective trusts2010-12-31$2,097,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,522,784
Employer contributions (assets) at end of year2010-12-31$198,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,869,437
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN, LLP
Accountancy firm EIN2010-12-31410746749
2009 : VOLVO INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for VOLVO INVESTMENT PLAN

2022: VOLVO INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VOLVO INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VOLVO INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VOLVO INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VOLVO INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VOLVO INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VOLVO INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VOLVO INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VOLVO INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VOLVO INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VOLVO INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VOLVO INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VOLVO INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VOLVO INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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