Golden West Packaging Group, LLC 401(K) Plan — Form 5500 plan (Golden West Packaging Group, LLC)

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, Golden West Packaging Group, LLC 401(K) Plan is a benefit plan reported by Golden West Packaging Group, LLC under EIN 82-1709584 and plan number 001. The latest loaded filing year is 2023. The filing reports 821 participants and $24,636,236 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.6MPlan net assets, end of year$24,636,236
Participants821Covered participants reported
Assets / participant$30KComputed: assets ÷ participants$30,008 (computed)
Provider compensation$144.5K3 Schedule C provider row(s)$144,540
Plan sponsor
Golden West Packaging Group, LLC
EIN
82-1709584
Plan number
001
Plan type
2
Location
City Of Industry, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023821H, C20241014172602NAL0046986848001
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)$24.6M total assets
Net assets$24.6MLiabilities$0
Money in vs. money out
Total income / additions$6.6M
Total expenses$8.2M
Benefits paid / distributions$8M
Contributions
Employer$1.1M
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$24,636,236
Total liabilities (EOY)
$0
Net assets (EOY)
$24,636,236
Net assets (BOY)
$26,147,110

Income & contributions

Employer contributions
$1,118,881
Participant contributions
$1,674,906
Total contributions
$2,990,204
Total income / additions
$6,644,149

Expenses & distributions

Benefits paid
$8,001,644
Administrative expenses
$144,540
Total expenses
$8,155,023
Net increase / (decrease)
-$1,510,874
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.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets33%Computed ratio
Benefits paid ÷ total income120%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments, LLCINVESTMENT ADVISOR$86,461not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$56,284$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,795not reported in the loaded dataset2023

Related Form 5500 pages