Cheer Pack North America 401(K) Plan — Form 5500 plan (Cheer Pack North America LLC)
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, Cheer Pack North America 401(K) Plan is a benefit plan reported by Cheer Pack North America LLC under EIN 27-2293444 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $14,294,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cheer Pack North America LLC
- EIN
- 27-2293444
- Plan number
- 001
- Plan type
- 2
- Location
- West Bridgewater, MA
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $14,294,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241014103511NAL0025934385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,294,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,294,898
- Net assets (BOY)
- $11,422,196
Income & contributions
- Employer contributions
- $400,204
- Participant contributions
- $852,614
- Total contributions
- $1,534,883
- Total income / additions
- $3,565,770
Expenses & distributions
- Benefits paid
- $624,783
- Administrative expenses
- $68,285
- Total expenses
- $693,068
- Net increase / (decrease)
- $2,872,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,284 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $30,358 | 2023 |