2023 Form 5500 filing — Retirement Plan For Hourly Employees Of Bancroft Bag, Inc.
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 20250806120337NAL0002796145001) for Retirement Plan For Hourly Employees Of Bancroft Bag, Inc., reported by Bancroft Bag, Inc. under EIN 72-0375151 and plan number 003. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250806120337NAL0002796145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bancroft Bag, Inc.
- EIN
- 72-0375151
- Plan number
- 003
- Location
- West Monroe, LA
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,068,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,068,994
- Employer contributions
- $401,882
- Total income / additions
- $3,426,871
- Benefits paid
- $636,748
- Administrative expenses
- $37,183
- Total expenses
- $673,931
- Net increase / (decrease)
- $2,752,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Summit Financial Wealth Advisor | NONE | $37,183 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | not reported in the loaded dataset |