2023 Form 5500 filing — Pak Lite 401(K) Profit Sharing 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 20241030100135NAL0000833168001) for Pak Lite 401(K) Profit Sharing Plan And Trust, reported by Pak Lite under EIN 58-1121616 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241030100135NAL0000833168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pak Lite
- EIN
- 58-1121616
- Plan number
- 001
- Location
- Suwanee, GA
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,804,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,804,435
- Participant contributions
- $901,245
- Total income / additions
- $2,725,131
- Benefits paid
- $1,092,544
- Administrative expenses
- $49,163
- Total expenses
- $1,148,877
- Net increase / (decrease)
- $1,576,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co | RECORD KEEPER | $27,816 | $0 |
| Aprio Wealth Management, LLC | RETAINED BY SPONSOR | $21,347 | not reported in the loaded dataset |