Blue Label Packaging Co. Safe Harbor 401k Profit Sharing Plan — Form 5500 plan (Blue Label Packaging Co.)
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, Blue Label Packaging Co. Safe Harbor 401k Profit Sharing Plan is a benefit plan reported by Blue Label Packaging Co. under EIN 31-0963794 and plan number 003. The latest loaded filing year is 2023. The filing reports 162 participants and $7,594,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Label Packaging Co.
- EIN
- 31-0963794
- Plan number
- 003
- Plan type
- 2
- Location
- Lancaster, OH
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $7,594,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241216133011NAL0003420802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,594,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,594,860
- Net assets (BOY)
- $5,796,207
Income & contributions
- Employer contributions
- $417,606
- Participant contributions
- $503,155
- Total contributions
- $1,048,851
- Total income / additions
- $2,412,744
Expenses & distributions
- Benefits paid
- $543,141
- Administrative expenses
- $69,630
- Total expenses
- $614,091
- Net increase / (decrease)
- $1,798,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $40,714 | $0 | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $28,915 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |