Anchor Packaging Employees' 401k Retirement Plan — Form 5500 plan (Anchor Packaging, 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, Anchor Packaging Employees' 401k Retirement Plan is a benefit plan reported by Anchor Packaging, LLC under EIN 83-2948988 and plan number 002. The latest loaded filing year is 2023. The filing reports 951 participants and $40,925,539 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anchor Packaging, LLC
EIN
83-2948988
Plan number
002
Plan type
2
Location
Ballwin, MO
Latest filing year
2023
Participants
951
End-of-year plan assets
$40,925,539

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023951H, C20241015062214NAL0046827600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,925,539
Total liabilities (EOY)
$0
Net assets (EOY)
$40,925,539
Net assets (BOY)
$34,130,446

Income & contributions

Employer contributions
$1,256,664
Participant contributions
$2,856,491
Total contributions
$4,167,344
Total income / additions
$10,270,459

Expenses & distributions

Benefits paid
$3,381,360
Administrative expenses
$68,520
Total expenses
$3,475,366
Net increase / (decrease)
$6,795,093

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT/FINANCIAL ADVI$54,554$02023
Adp, Inc.RECORD KEEPER$13,965$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages