2023 Form 5500 filing — Imperial Dade Puerto Rico Profit Sharing And 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 20241009155957NAL0010816115001) for Imperial Dade Puerto Rico Profit Sharing And 401(K) Plan, reported by Dade Paper & Bag, LLC under EIN 59-0784248 and plan number 003. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009155957NAL0010816115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dade Paper & Bag, LLC
- EIN
- 59-0784248
- Plan number
- 003
- Location
- Jersey City, NJ
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,846,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,846,778
- Employer contributions
- $58,470
- Participant contributions
- $144,781
- Total income / additions
- $426,592
- Benefits paid
- $73,940
- Administrative expenses
- $15,455
- Total expenses
- $89,395
- Net increase / (decrease)
- $337,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oriental Bank | CONTRACT/ADMIN | $6,679 | not reported in the loaded dataset |
| Ameritas Advisory Services LLC | INVESTMENT ADVISOR | $5,179 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,197 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MNGT | $2,011 | not reported in the loaded dataset |
| National Professional Planning Grou | CONTACT ADMIN | $165 | not reported in the loaded dataset |