Packaging Technologies Pension Plan For Hourly Employees — Form 5500 plan (R.A Jones & Co. 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 Technologies Pension Plan For Hourly Employees is a benefit plan reported by R.A Jones & Co. Inc. under EIN 46-1783155 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $8,645,666 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.6MPlan net assets, end of year$8,645,666
Participants126Covered participants reported
Assets / participant$68.6KComputed: assets ÷ participants$68,616 (computed)
Provider compensation$32K1 Schedule C provider row(s)$31,997
- Plan sponsor
- R.A Jones & Co. Inc.
- EIN
- 46-1783155
- Plan number
- 002
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241014163216NAL0026719825001 |
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)$8.6M total assets
Net assets$8.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,645,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,645,666
- Net assets (BOY)
- $8,175,873
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,233,033
Expenses & distributions
- Benefits paid
- $653,187
- Administrative expenses
- $110,053
- Total expenses
- $763,240
- Net increase / (decrease)
- $469,793
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.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $31,997 | not reported in the loaded dataset | 2023 |