2023 Form 5500 filing — Utah Paper Box Company Employees 401(K) Profit Sharing 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 20241004115931NAL0019589856001) for Utah Paper Box Company Employees 401(K) Profit Sharing Plan, reported by Utah Paper Box Company under EIN 87-0188340 and plan number 002. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004115931NAL0019589856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utah Paper Box Company
- EIN
- 87-0188340
- Plan number
- 002
- Location
- Salt Lake City, UT
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,706,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,706,342
- Employer contributions
- $199,060
- Participant contributions
- $631,604
- Total income / additions
- $2,829,941
- Benefits paid
- $2,197,762
- Administrative expenses
- $28,483
- Total expenses
- $2,226,245
- Net increase / (decrease)
- $603,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,496 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |