2023 Form 5500 filing — Kendall Packaging Corporation 401(K) 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 20240717151852NAL0007649856001) for Kendall Packaging Corporation 401(K) Plan, reported by Kendall Packaging Corporation under EIN 39-1542665 and plan number 002. It reports 221 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)$18.7MReported net assets$18,708,653
Participants221
Provider compensation$61K2 Schedule C row(s)$61,015
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240717151852NAL0007649856001
- Plan sponsor
- Kendall Packaging Corporation
- EIN
- 39-1542665
- Plan number
- 002
- Location
- Mequon, WI
- Received date
- not reported in the loaded dataset
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)$18.7M total assets
Net assets$18.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,708,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,708,653
- Employer contributions
- $71,854
- Participant contributions
- $839,049
- Total income / additions
- $3,658,983
- Benefits paid
- $1,612,664
- Administrative expenses
- $61,015
- Total expenses
- $1,675,685
- Net increase / (decrease)
- $1,983,298
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc | ADVISOR | $44,019 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,996 | $0 |