2023 Form 5500 filing — Victor Envelope Company Salary Reduction 401(K) Plan And Trust
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 20241011125752NAL0010935075001) for Victor Envelope Company Salary Reduction 401(K) Plan And Trust, reported by Victor Envelope Company under EIN 36-2762869 and plan number 003. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125752NAL0010935075001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Victor Envelope Company
- EIN
- 36-2762869
- Plan number
- 003
- Location
- Bensenville, IL
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,785,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,785,138
- Employer contributions
- $195,564
- Participant contributions
- $1,031,918
- Total income / additions
- $6,113,816
- Benefits paid
- $483,632
- Administrative expenses
- $92,580
- Total expenses
- $576,212
- Net increase / (decrease)
- $5,537,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $92,718 | $0 |
| Ifp Advisors, Inc. | INVESTMENT ADVISORY | $0 | $50,466 |
| First American Bank | 3RD PARTY ADMINISTRATOR | $0 | $16,962 |