Jbm Packaging Company Retirement Plan And Trust — Form 5500 plan (Jbm Packaging Company)
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, Jbm Packaging Company Retirement Plan And Trust is a benefit plan reported by Jbm Packaging Company under EIN 31-1277407 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $6,656,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jbm Packaging Company
- EIN
- 31-1277407
- Plan number
- 001
- Plan type
- 2
- Location
- Lebanon, OH
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $6,656,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241014203949NAL0015528179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,656,106
- Total liabilities (EOY)
- $3,550
- Net assets (EOY)
- $6,652,556
- Net assets (BOY)
- $5,737,791
Income & contributions
- Employer contributions
- $275,009
- Participant contributions
- $603,764
- Total contributions
- $878,773
- Total income / additions
- $1,740,383
Expenses & distributions
- Benefits paid
- $769,815
- Administrative expenses
- $55,803
- Total expenses
- $825,618
- Net increase / (decrease)
- $914,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Wealth Advisors, LLC | INVESTMENT ADVISOR | $30,034 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,257 | $0 | 2023 |
| Clark Schaefer Hackett & Co. | CONTRACT ADMIN | $2,040 | $6,067 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jbm Packaging Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Lebanon, OH
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Clark Schaefer Hackett & Co. — Schedule C compensation