Offset Paperback Mfrs., Inc. Union Employee 401(K) 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, Offset Paperback Mfrs., Inc. Union Employee 401(K) Plan is a benefit plan reported by Offset Paperback Mfrs., Inc. under EIN 23-1873471 and plan number 003. The latest loaded filing year is 2023. The filing reports 224 participants and $16,293,317 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
003
Plan type
2
Location
Dallas, PA
Latest filing year
2023
Participants
224
End-of-year plan assets
$16,293,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20240822145349NAL0009249152001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,293,317
Total liabilities (EOY)
$4,841
Net assets (EOY)
$16,288,476
Net assets (BOY)
$15,314,656

Income & contributions

Employer contributions
$107,387
Participant contributions
$192,994
Total contributions
$300,381
Total income / additions
$2,990,365

Expenses & distributions

Benefits paid
$2,012,018
Administrative expenses
$4,527
Total expenses
$2,016,545
Net increase / (decrease)
$973,820

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,954$02023

Related Form 5500 pages