2023 Form 5500 filing — Hub Folding Box Company Union Members 401k Savings 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 20250411162601NAL0023534753001) for Hub Folding Box Company Union Members 401k Savings Plan, reported by Hub Folding Box Company, Inc. under EIN 04-2192575 and plan number 004. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411162601NAL0023534753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hub Folding Box Company, Inc.
- EIN
- 04-2192575
- Plan number
- 004
- Location
- Mansfield, MA
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,731,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,731,683
- Employer contributions
- $208,443
- Participant contributions
- $309,778
- Total income / additions
- $1,321,738
- Benefits paid
- $337,328
- Administrative expenses
- $84,382
- Total expenses
- $421,710
- Net increase / (decrease)
- $900,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,903 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $31,498 | $0 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $0 | $7,255 |
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $3,250 | not reported in the loaded dataset |