2023 Form 5500 filing — Associated Sales & Bag Company 401(K) Savings 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 20241004104017NAL0005628435001) for Associated Sales & Bag Company 401(K) Savings Plan, reported by Associated Sales & Bag Company under EIN 39-0742989 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004104017NAL0005628435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Sales & Bag Company
- EIN
- 39-0742989
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,183,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,183,126
- Employer contributions
- $217,941
- Participant contributions
- $595,001
- Total income / additions
- $3,982,439
- Benefits paid
- $2,102,848
- Administrative expenses
- $47,262
- Total expenses
- $2,150,110
- Net increase / (decrease)
- $1,832,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,062 | $0 |
| Creative Planning LLC | ADVISOR | $14,597 | not reported in the loaded dataset |
| Vrakas Sc | ACCOUNTANT | $9,603 | not reported in the loaded dataset |