Plan5500

Welch Packaging Group, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Welch Packaging Group, 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, Welch Packaging Group, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Welch Packaging Group, Inc. under EIN 35-2022237 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,737 participants and $43,488,246 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Welch Packaging Group, Inc.
EIN
35-2022237
Plan number
001
Plan type
2
Location
Elkhart, IN
Latest filing year
2023
Participants
1,737
End-of-year plan assets
$43,488,246

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,737H, C20241011112137NAL0010859843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,488,246
Total liabilities (EOY)
$0
Net assets (EOY)
$43,488,246
Net assets (BOY)
$35,586,424

Income & contributions

Employer contributions
$1,421,465
Participant contributions
$3,533,279
Total contributions
$5,154,843
Total income / additions
$10,907,111

Expenses & distributions

Benefits paid
$2,736,326
Administrative expenses
$202,329
Total expenses
$3,005,289
Net increase / (decrease)
$7,901,822

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Futureplan By AscensusRECORDKEEPER$120,203not reported in the loaded dataset2023
Lake City BankTRUSTEE$108,971not reported in the loaded dataset2023

Related Form 5500 pages