2023 Form 5500 filing — Union Amcor Investment 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 20241011121130NAL0022716865001) for Union Amcor Investment Profit Sharing Plan, reported by Amcor Flexibles North America, Inc. under EIN 43-0178130 and plan number 009. It reports 817 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121130NAL0022716865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amcor Flexibles North America, Inc.
- EIN
- 43-0178130
- Plan number
- 009
- Location
- Oshkosh, WI
- Participants
- 817
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,268,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,268,828
- Employer contributions
- $904,409
- Participant contributions
- $0
- Total income / additions
- $2,361,189
- Benefits paid
- $565,868
- Administrative expenses
- $5,463
- Total expenses
- $571,331
- Net increase / (decrease)
- $1,789,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $4,868 | not reported in the loaded dataset |