Plan5500

Packaging Matters, LLC 401(K) Plan — Form 5500 plan (Packaging Matters, 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, Packaging Matters, LLC 401(K) Plan is a benefit plan reported by Packaging Matters, LLC under EIN 84-4241591 and plan number 001. The latest loaded filing year is 2023. The filing reports 518 participants and $8,260,076 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Packaging Matters, LLC
EIN
84-4241591
Plan number
001
Plan type
2
Location
South San Francisco, CA
Latest filing year
2023
Participants
518
End-of-year plan assets
$8,260,076

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023518H, C20241015194759NAL0017137107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,260,076
Total liabilities (EOY)
$2,915
Net assets (EOY)
$8,257,161
Net assets (BOY)
$6,698,493

Income & contributions

Employer contributions
$64,777
Participant contributions
$576,990
Total contributions
$716,720
Total income / additions
$1,827,472

Expenses & distributions

Benefits paid
$212,762
Administrative expenses
$51,885
Total expenses
$268,804
Net increase / (decrease)
$1,558,668

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$30,554$02023
Rtd Financial Advisors, Inc.BROKER$21,331$02023

Related Form 5500 pages