2023 Form 5500 filing — Packaging Machinery Manufacturers Institute 401(K) And Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715112435NAL0001609873001) for Packaging Machinery Manufacturers Institute 401(K) And Profit Sharing Plan, reported by Packaging Machinery Manufacturers Institute under EIN 13-1142150 and plan number 002. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$37.5MReported net assets$37,453,143

Participants166

Provider compensation$80.5K2 Schedule C row(s)$80,512

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240715112435NAL0001609873001
Plan sponsor: Packaging Machinery Manufacturers Institute
EIN: 13-1142150
Plan number: 002
Location: Herndon, VA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$37.5M total assets

Net assets$37.5MLiabilities—

Money in vs. money out

Total income / additions$9.6M

Total expenses$4M

Benefits paid / distributions$3.9M

Contributions

Employer$1.9M

Participant$1.2M

Full reported line items

Total assets (EOY): $37,453,143
Net assets (EOY): $37,453,143
Employer contributions: $1,911,428
Participant contributions: $1,230,182
Total income / additions: $9,561,965
Benefits paid: $3,883,475
Administrative expenses: $80,512
Total expenses: $3,963,987
Net increase / (decrease): $5,597,978

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Rbc Wealth Mgmt A Div Of Rbc Cap$50.1K
ADVISOR · Direct $50.1K · Indirect $0
2
Fidelity Investments Institutional$30.4K
RECORDKEEPER · Direct $30.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715112435NAL0001609873001 cover?: It is the 2023 Form 5500 filing for Packaging Machinery Manufacturers Institute 401(K) And Profit Sharing Plan, reported by Packaging Machinery Manufacturers Institute (EIN 13-1142150).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).