2023 Form 5500 filing — Montebello 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 20250707092728NAL0008639842001) for Montebello 401(K) Plan, reported by Montebello Packaging under EIN 36-3792281 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250707092728NAL0008639842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montebello Packaging
- EIN
- 36-3792281
- Plan number
- 001
- Location
- Harrisonburg, VA
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,157,886
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,157,886
- Employer contributions
- $279,618
- Participant contributions
- $348,275
- Total income / additions
- $1,774,013
- Benefits paid
- $482,945
- Administrative expenses
- $34,614
- Total expenses
- $517,559
- Net increase / (decrease)
- $1,256,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,270 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $7,956 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5 | not reported in the loaded dataset |