2023 Form 5500 filing — J. H. Routh Packing Company Union 401k Pension 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 20241015142449NAL0056650274001) for J. H. Routh Packing Company Union 401k Pension Plan, reported by Hk Cooperative, Inc Dba J. H. Routh Packing Company under EIN 84-4799357 and plan number 007. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142449NAL0056650274001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hk Cooperative, Inc Dba J. H. Routh Packing Company
- EIN
- 84-4799357
- Plan number
- 007
- Location
- Sandusky, OH
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,224,928
- Net assets (EOY)
- $1,224,928
- Employer contributions
- $75,401
- Participant contributions
- $86,472
- Total income / additions
- $329,401
- Benefits paid
- $449,270
- Administrative expenses
- $9,581
- Total expenses
- $458,865
- Net increase / (decrease)
- -$129,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Protpa LLC | not reported in the loaded dataset | $6,381 | not reported in the loaded dataset |
| Esb Wealth Management | not reported in the loaded dataset | $2,666 | not reported in the loaded dataset |
| Matrix Trust Company | not reported in the loaded dataset | $533 | not reported in the loaded dataset |