Packaging Personified, Inc. 401(K) Plan — Form 5500 plan (Packaging Personified, 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, Packaging Personified, Inc. 401(K) Plan is a benefit plan reported by Packaging Personified, Inc. under EIN 36-2966909 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $8,111,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Packaging Personified, Inc.
- EIN
- 36-2966909
- Plan number
- 001
- Plan type
- 2
- Location
- Carol Stream, IL
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $8,111,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240917170330NAL0003138609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,111,886
- Total liabilities (EOY)
- $5,068
- Net assets (EOY)
- $8,106,818
- Net assets (BOY)
- $6,832,042
Income & contributions
- Employer contributions
- $129,967
- Participant contributions
- $501,943
- Total contributions
- $643,403
- Total income / additions
- $1,786,302
Expenses & distributions
- Benefits paid
- $511,526
- Administrative expenses
- $0
- Total expenses
- $511,526
- Net increase / (decrease)
- $1,274,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $17,109 | not reported in the loaded dataset | 2023 |
| Cray Kaiser Ltd | AUDITOR | $9,750 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,663 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Packaging Personified, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Carol Stream, IL
- Robert W Baird & Co Incorporated — Schedule C compensation
- Cray Kaiser Ltd — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation