2023 Form 5500 filing — Packaging Technologies 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 20241014163216NAL0026719825001) for Packaging Technologies Pension Plan For Hourly Employees, reported by R.A Jones & Co. Inc. under EIN 46-1783155 and plan number 002. It reports 126 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)$8.6MReported net assets$8,645,666
Participants126
Provider compensation$32K1 Schedule C row(s)$31,997
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014163216NAL0026719825001
- Plan sponsor
- R.A Jones & Co. Inc.
- EIN
- 46-1783155
- Plan number
- 002
- Location
- Davenport, IA
- 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)$8.6M total assets
Net assets$8.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,645,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,645,666
- Total income / additions
- $1,233,033
- Benefits paid
- $653,187
- Administrative expenses
- $110,053
- Total expenses
- $763,240
- Net increase / (decrease)
- $469,793
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $31,997 | not reported in the loaded dataset |