Paperworks Industries Savings Plan For Union Hourly Employees — Form 5500 plan (Paperworks Industries, 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, Paperworks Industries Savings Plan For Union Hourly Employees is a benefit plan reported by Paperworks Industries, Inc. under EIN 26-2919931 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $13,914,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paperworks Industries, Inc.
EIN
26-2919931
Plan number
001
Plan type
2
Location
Fort Washington, PA
Latest filing year
2023
Participants
207
End-of-year plan assets
$13,914,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20241007103737NAL0027239792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,914,786
Total liabilities (EOY)
$0
Net assets (EOY)
$13,914,786
Net assets (BOY)
$11,182,521

Income & contributions

Employer contributions
$638,261
Participant contributions
$669,673
Total contributions
$1,326,673
Total income / additions
$3,436,138

Expenses & distributions

Benefits paid
$1,041,157
Administrative expenses
$3,970
Total expenses
$1,045,127
Net increase / (decrease)
$2,391,011

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, Inc.INVESTMENT ADVISORY$0$35,6642023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$3,970$02023

Related Form 5500 pages