Sambrailo Packaging Profit Sharing Plan — Form 5500 plan (Sambrailo Packaging, 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, Sambrailo Packaging Profit Sharing Plan is a benefit plan reported by Sambrailo Packaging, Inc. under EIN 94-1341640 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $9,763,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sambrailo Packaging, Inc.
- EIN
- 94-1341640
- Plan number
- 001
- Plan type
- 2
- Location
- Watsonville, CA
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $9,763,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20250813132246NAL0004895075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,763,644
- Total liabilities (EOY)
- $10
- Net assets (EOY)
- $9,763,634
- Net assets (BOY)
- $8,170,731
Income & contributions
- Employer contributions
- $307,289
- Participant contributions
- $340,562
- Total contributions
- $682,872
- Total income / additions
- $2,252,103
Expenses & distributions
- Benefits paid
- $648,718
- Administrative expenses
- $4,397
- Total expenses
- $659,200
- Net increase / (decrease)
- $1,592,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $20,495 | 2023 |
| Voya Retirement Insu And Annuity Co | SERVICE PROVIDER | $897 | $4,425 | 2023 |
| Quintes Adm. And Insurance | THIRD PARTY ADMINISTRATOR | $0 | $4,268 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sambrailo Packaging, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Watsonville, CA
- Global Retirement Partners LLC — Schedule C compensation
- Voya Retirement Insu And Annuity Co — Schedule C compensation
- Quintes Adm. And Insurance — Schedule C compensation