2023 Form 5500 filing — Port Erie Plastics, Inc. Retirement 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 20240819174401NAL0001841169001) for Port Erie Plastics, Inc. Retirement Plan, reported by Port Erie Plastics, Inc. under EIN 25-1032274 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819174401NAL0001841169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Port Erie Plastics, Inc.
- EIN
- 25-1032274
- Plan number
- 001
- Location
- Harborcreek, PA
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,172,695
- Total liabilities (EOY)
- $20,317
- Net assets (EOY)
- $16,152,378
- Employer contributions
- $254,142
- Participant contributions
- $761,802
- Total income / additions
- $3,338,005
- Benefits paid
- $3,311,752
- Administrative expenses
- $41,959
- Total expenses
- $3,374,028
- Net increase / (decrease)
- -$36,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,326 | $0 |
| Osaic Institutions, Inc | BROKER/ADVISO R | $0 | $18,820 |
| Metro Benefits, Inc. | CONTRACT ADMIN | $8,491 | $0 |