Southwick Package, Inc. Safe Harbor 401(K) Plan & Trust — Form 5500 plan (Southwick Package, 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, Southwick Package, Inc. Safe Harbor 401(K) Plan & Trust is a benefit plan reported by Southwick Package, Inc. under EIN 04-2672011 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $2,572,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwick Package, Inc.
- EIN
- 04-2672011
- Plan number
- 001
- Plan type
- 2
- Location
- Southwick, MA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $2,572,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240711102940NAL0032663634001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,572,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,572,477
- Net assets (BOY)
- $2,131,893
Income & contributions
- Employer contributions
- $17,639
- Participant contributions
- $57,378
- Total income / additions
- $472,968
Expenses & distributions
- Benefits paid
- $23,354
- Administrative expenses
- $9,030
- Total expenses
- $32,384
- Net increase / (decrease)
- $440,584
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.