Associated Sales & Bag Company 401(K) Savings Plan — Form 5500 plan (Associated Sales & Bag 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, Associated Sales & Bag Company 401(K) Savings Plan is a benefit plan reported by Associated Sales & Bag Company under EIN 39-0742989 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $22,183,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Sales & Bag Company
- EIN
- 39-0742989
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $22,183,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241004104017NAL0005628435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,183,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,183,126
- Net assets (BOY)
- $20,350,797
Income & contributions
- Employer contributions
- $217,941
- Participant contributions
- $595,001
- Total contributions
- $896,795
- Total income / additions
- $3,982,439
Expenses & distributions
- Benefits paid
- $2,102,848
- Administrative expenses
- $47,262
- Total expenses
- $2,150,110
- Net increase / (decrease)
- $1,832,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,062 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $14,597 | not reported in the loaded dataset | 2023 |
| Vrakas Sc | ACCOUNTANT | $9,603 | not reported in the loaded dataset | 2023 |