2023 Form 5500 filing — 1-800-Pack-Rat, LLC 401(K) 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 20241015155047NAL0030235825001) for 1-800-Pack-Rat, LLC 401(K) Plan, reported by 1-800-Pack-Rat, LLC under EIN 20-2107163 and plan number 101. It reports 917 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015155047NAL0030235825001
Filing year
2023
Form type
2
Plan sponsor
1-800-Pack-Rat, LLC
EIN
20-2107163
Plan number
101
Location
Wake Forest, NC
Participants
917
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,445,279
Total liabilities (EOY)
$0
Net assets (EOY)
$9,445,279
Employer contributions
$624,504
Participant contributions
$1,140,424
Total income / additions
$3,045,830
Benefits paid
$781,348
Administrative expenses
$110,456
Total expenses
$931,645
Net increase / (decrease)
$2,114,185
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Forvis Mazars, LlpAUDITOR$70,532not reported in the loaded dataset
Lincoln National CorporationSERVICE PROVIDED$39,924$0

Related Form 5500 pages