Bertelsmann Printing Group 401(K) And Profit Sharing Plan — Form 5500 plan (Offset Paperback Mfrs., 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, Bertelsmann Printing Group 401(K) And Profit Sharing Plan is a benefit plan reported by Offset Paperback Mfrs., Inc. under EIN 23-1873471 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,385 participants and $85,421,625 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Offset Paperback Mfrs., Inc.
EIN
23-1873471
Plan number
002
Plan type
2
Location
Dallas, PA
Latest filing year
2023
Participants
1,385
End-of-year plan assets
$85,421,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,385H, C20241008142607NAL0035013826001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,421,625
Total liabilities (EOY)
$11,983
Net assets (EOY)
$85,409,642
Net assets (BOY)
$81,019,317

Income & contributions

Employer contributions
$247,873
Participant contributions
$3,232,025
Total contributions
$3,536,945
Total income / additions
$15,807,618

Expenses & distributions

Benefits paid
$11,347,604
Administrative expenses
$62,336
Total expenses
$11,417,293
Net increase / (decrease)
$4,390,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$28,750$02023
Strategic Advisors, Inc.ADVISOR$27,115not reported in the loaded dataset2023

Related Form 5500 pages