Plan5500

Retirement Plan For Hourly Employees Of Bancroft Bag, Inc. — Form 5500 plan (Bancroft Bag, 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, Retirement Plan For Hourly Employees Of Bancroft Bag, Inc. is a benefit plan reported by Bancroft Bag, Inc. under EIN 72-0375151 and plan number 003. The latest loaded filing year is 2023. The filing reports 440 participants and $16,068,994 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bancroft Bag, Inc.
EIN
72-0375151
Plan number
003
Plan type
2
Location
West Monroe, LA
Latest filing year
2023
Participants
440
End-of-year plan assets
$16,068,994

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023440H, C20250806120337NAL0002796145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,068,994
Total liabilities (EOY)
$0
Net assets (EOY)
$16,068,994
Net assets (BOY)
$13,316,054

Income & contributions

Employer contributions
$401,882
Total contributions
$401,882
Total income / additions
$3,426,871

Expenses & distributions

Benefits paid
$636,748
Administrative expenses
$37,183
Total expenses
$673,931
Net increase / (decrease)
$2,752,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Summit Financial Wealth AdvisorNONE$37,183not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0not reported in the loaded dataset2023

Related Form 5500 pages