Kendall Packaging Corporation 401(K) Plan — Form 5500 plan (Kendall Packaging Corporation)
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, Kendall Packaging Corporation 401(K) Plan is a benefit plan reported by Kendall Packaging Corporation under EIN 39-1542665 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $18,708,653 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.7MPlan net assets, end of year$18,708,653
Participants221Covered participants reported
Assets / participant$84.7KComputed: assets ÷ participants$84,655 (computed)
Provider compensation$61K2 Schedule C provider row(s)$61,015
- Plan sponsor
- Kendall Packaging Corporation
- EIN
- 39-1542665
- Plan number
- 002
- Plan type
- 2
- Location
- Mequon, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240717151852NAL0007649856001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18.7M total assets
Net assets$18.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,708,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,708,653
- Net assets (BOY)
- $16,725,355
Income & contributions
- Employer contributions
- $71,854
- Participant contributions
- $839,049
- Total contributions
- $918,990
- Total income / additions
- $3,658,983
Expenses & distributions
- Benefits paid
- $1,612,664
- Administrative expenses
- $61,015
- Total expenses
- $1,675,685
- Net increase / (decrease)
- $1,983,298
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
92%
Employer 8%Participant 92%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors Inc | ADVISOR | $44,019 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,996 | $0 | 2023 |