The Pape' Group, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (The Pape' Group, 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, The Pape' Group, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by The Pape' Group, Inc. under EIN 93-1048932 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,260 participants and $378,127,831 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Pape' Group, Inc.
EIN
93-1048932
Plan number
001
Plan type
2
Location
Eugene, OR
Latest filing year
2023
Participants
5,260
End-of-year plan assets
$378,127,831

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,260H, C20241001114601NAL0003945827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$378,127,831
Total liabilities (EOY)
$0
Net assets (EOY)
$378,127,831
Net assets (BOY)
$296,858,228

Income & contributions

Employer contributions
$9,531,882
Participant contributions
$28,952,258
Total contributions
$48,229,585
Total income / additions
$107,900,380

Expenses & distributions

Benefits paid
$26,159,883
Administrative expenses
$397,125
Total expenses
$26,630,777
Net increase / (decrease)
$81,269,603

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$242,140$02023
Strategic Advisors, Inc.ADVISOR$139,298not reported in the loaded dataset2023
Forvis, LlpACCOUNTANT/AUDITOR$19,950not reported in the loaded dataset2023

Related Form 5500 pages