2023 Form 5500 filing — Jbm Packaging Company Retirement 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 20241014203949NAL0015528179001) for Jbm Packaging Company Retirement Plan And Trust, reported by Jbm Packaging Company under EIN 31-1277407 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014203949NAL0015528179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jbm Packaging Company
- EIN
- 31-1277407
- Plan number
- 001
- Location
- Lebanon, OH
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,656,106
- Total liabilities (EOY)
- $3,550
- Net assets (EOY)
- $6,652,556
- Employer contributions
- $275,009
- Participant contributions
- $603,764
- Total income / additions
- $1,740,383
- Benefits paid
- $769,815
- Administrative expenses
- $55,803
- Total expenses
- $825,618
- Net increase / (decrease)
- $914,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors, LLC | INVESTMENT ADVISOR | $30,034 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,257 | $0 |
| Clark Schaefer Hackett & Co. | CONTRACT ADMIN | $2,040 | $6,067 |