2023 Form 5500 filing — Paperworks Industries, Inc. Pension Plan For Hourly Employees

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 20241007085400NAL0007429939001) for Paperworks Industries, Inc. Pension Plan For Hourly Employees, reported by Paperworks Industries, Inc. under EIN 26-2919931 and plan number 003. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,710,790
Participants287
Provider compensation$29.7K2 Schedule C row(s)$29,738
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007085400NAL0007429939001
Plan sponsor
Paperworks Industries, Inc.
EIN
26-2919931
Plan number
003
Location
Fort Washington, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$466.3K
Benefits paid / distributions$454.4K
Contributions
Employer$223.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$7,710,790
Total liabilities (EOY)
$0
Net assets (EOY)
$7,710,790
Employer contributions
$223,207
Total income / additions
$1,200,393
Benefits paid
$454,443
Administrative expenses
$11,888
Total expenses
$466,331
Net increase / (decrease)
$734,062

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Creative Planning, Inc.INVESTMENT ADVISORY$0$17,851
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$11,887$0

Related Form 5500 pages