2023 Form 5500 filing — Triangle Package Machinery Company Office 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 20240926170504NAL0001754896001) for Triangle Package Machinery Company Office 401(K) Plan, reported by Triangle Package Machinery Company under EIN 36-2053124 and plan number 003. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926170504NAL0001754896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Triangle Package Machinery Company
- EIN
- 36-2053124
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,208,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,208,234
- Employer contributions
- $291,099
- Participant contributions
- $988,265
- Total income / additions
- $3,760,144
- Benefits paid
- $1,357,272
- Administrative expenses
- $48,306
- Total expenses
- $1,409,405
- Net increase / (decrease)
- $2,350,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,479 | $0 |
| Cerity Partners Retireme | INVESTMENT ADVISORY | $9,827 | $11,541 |
| Cerity Partners LLC | INVESTMENT ADVISORY | $0 | $8,112 |