2023 Form 5500 filing — Michelsen Packaging Company 401k 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 20240717174855NAL0008075040001) for Michelsen Packaging Company 401k Plan, reported by Michelsen Packaging Company under EIN 91-0598777 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717174855NAL0008075040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michelsen Packaging Company
- EIN
- 91-0598777
- Plan number
- 001
- Location
- Yakima, WA
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,390,308
- Net assets (EOY)
- $72,390,308
- Employer contributions
- $2,957,545
- Participant contributions
- $420,106
- Total income / additions
- $12,764,894
- Benefits paid
- $5,558,338
- Administrative expenses
- $124,124
- Total expenses
- $5,682,462
- Net increase / (decrease)
- $7,082,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Funds | NONE | $40,883 | not reported in the loaded dataset |
| Stifel Nicolaus | NONE | $33,568 | not reported in the loaded dataset |
| Moss Adams | NONE | $23,176 | not reported in the loaded dataset |
| Associated Pension Consultants | NONE | $22,341 | not reported in the loaded dataset |