Eddy Packing Co. 401(K) Plan — Form 5500 plan (Eddy Packing 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, Eddy Packing Co. 401(K) Plan is a benefit plan reported by Eddy Packing Co., Inc. under EIN 74-1708865 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,100 participants and $4,667,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eddy Packing Co., Inc.
EIN
74-1708865
Plan number
001
Plan type
2
Location
Yoakum, TX
Latest filing year
2023
Participants
1,100
End-of-year plan assets
$4,667,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,100H, C20241003200955NAL0005169811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,667,195
Total liabilities (EOY)
$0
Net assets (EOY)
$4,667,195
Net assets (BOY)
$4,008,957

Income & contributions

Employer contributions
$518,970
Participant contributions
$703,018
Total contributions
$1,221,988
Total income / additions
$1,917,556

Expenses & distributions

Benefits paid
$1,173,223
Administrative expenses
$86,095
Total expenses
$1,259,318
Net increase / (decrease)
$658,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch - EpsINVESTMENT ADVISORY$14,321not reported in the loaded dataset2023
John Hancock Life Insurance CompanyCONTRACT ADMINISTRATOR$0$9,6752023
Merrill Lynch - FasINVESTMENT ADVISORY$6,138not reported in the loaded dataset2023

Related Form 5500 pages