Tavo Packaging, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tavo Packaging, 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, Tavo Packaging, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tavo Packaging, Inc. under EIN 23-2050512 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $5,093,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tavo Packaging, Inc.
EIN
23-2050512
Plan number
001
Plan type
2
Location
Fairless Hills, PA
Latest filing year
2023
Participants
153
End-of-year plan assets
$5,093,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241010170335NAL0021490849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,093,091
Total liabilities (EOY)
$17,028
Net assets (EOY)
$5,076,063
Net assets (BOY)
$4,250,540

Income & contributions

Employer contributions
$148,878
Participant contributions
$492,218
Total contributions
$641,096
Total income / additions
$1,304,815

Expenses & distributions

Benefits paid
$408,099
Administrative expenses
$51,792
Total expenses
$479,292
Net increase / (decrease)
$825,523

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, Inc.N/A$33,262not reported in the loaded dataset2023
At Retirement Services, LLCN/A$18,530not reported in the loaded dataset2023

Related Form 5500 pages