Hub Folding Box Company Union Members 401k Savings Plan — Form 5500 plan (Hub Folding Box Company, Inc.)
Plain-English plan 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, Hub Folding Box Company Union Members 401k Savings Plan is a benefit plan reported by Hub Folding Box Company, Inc. under EIN 04-2192575 and plan number 004. The latest loaded filing year is 2023. The filing reports 214 participants and $7,731,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hub Folding Box Company, Inc.
- EIN
- 04-2192575
- Plan number
- 004
- Plan type
- 2
- Location
- Mansfield, MA
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $7,731,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20250411162601NAL0023534753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,731,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,731,683
- Net assets (BOY)
- $6,831,655
Income & contributions
- Employer contributions
- $208,443
- Participant contributions
- $309,778
- Total contributions
- $518,221
- Total income / additions
- $1,321,738
Expenses & distributions
- Benefits paid
- $337,328
- Administrative expenses
- $84,382
- Total expenses
- $421,710
- Net increase / (decrease)
- $900,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,903 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $31,498 | $0 | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $0 | $7,255 | 2023 |
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $3,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hub Folding Box Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Mansfield, MA
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation