Paperworks Industries, Inc. Pension Plan For 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, Inc. Pension Plan For Hourly Employees is a benefit plan reported by Paperworks Industries, Inc. under EIN 26-2919931 and plan number 003. The latest loaded filing year is 2023. The filing reports 287 participants and $7,710,790 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.7MPlan net assets, end of year$7,710,790
Participants287Covered participants reported
Assets / participant$26.9KComputed: assets ÷ participants$26,867 (computed)
Provider compensation$29.7K2 Schedule C provider row(s)$29,738
- Plan sponsor
- Paperworks Industries, Inc.
- EIN
- 26-2919931
- Plan number
- 003
- Plan type
- 2
- Location
- Fort Washington, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20241007085400NAL0007429939001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,710,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,710,790
- Net assets (BOY)
- $6,976,728
Income & contributions
- Employer contributions
- $223,207
- Total contributions
- $223,207
- Total income / additions
- $1,200,393
Expenses & distributions
- Benefits paid
- $454,443
- Administrative expenses
- $11,888
- Total expenses
- $466,331
- Net increase / (decrease)
- $734,062
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $17,851 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,887 | $0 | 2023 |