Accord Carton 401(K) Plan — Form 5500 plan (Accord Carton 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, Accord Carton 401(K) Plan is a benefit plan reported by Accord Carton LLC under EIN 36-2219334 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $11,252,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Accord Carton LLC
- EIN
- 36-2219334
- Plan number
- 002
- Plan type
- 2
- Location
- Alsip, IL
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $11,252,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241009082756NAL0032209648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,252,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,252,688
- Net assets (BOY)
- $9,445,312
Income & contributions
- Employer contributions
- $298,691
- Participant contributions
- $694,805
- Total contributions
- $1,043,845
- Total income / additions
- $2,167,688
Expenses & distributions
- Benefits paid
- $343,200
- Administrative expenses
- $17,112
- Total expenses
- $360,312
- Net increase / (decrease)
- $1,807,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Correll Co. Investment Services | INVESTMENT SERVICES | $12,460 | $0 | 2023 |