2023 Form 5500 filing — Paperworks Industries Savings Plan For Union 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 20241007103737NAL0027239792001) for Paperworks Industries Savings Plan For Union Hourly Employees, reported by Paperworks Industries, Inc. under EIN 26-2919931 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007103737NAL0027239792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paperworks Industries, Inc.
- EIN
- 26-2919931
- Plan number
- 001
- Location
- Fort Washington, PA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,914,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,914,786
- Employer contributions
- $638,261
- Participant contributions
- $669,673
- Total income / additions
- $3,436,138
- Benefits paid
- $1,041,157
- Administrative expenses
- $3,970
- Total expenses
- $1,045,127
- Net increase / (decrease)
- $2,391,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $35,664 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,970 | $0 |