Ernest Paper Products, Inc. Retirement Plan — Form 5500 plan (Ernest Packaging)
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, Ernest Paper Products, Inc. Retirement Plan is a benefit plan reported by Ernest Packaging under EIN 95-1536052 and plan number 002. The latest loaded filing year is 2023. The filing reports 582 participants and $37,891,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ernest Packaging
- EIN
- 95-1536052
- Plan number
- 002
- Plan type
- 2
- Location
- Commerce, CA
- Latest filing year
- 2023
- Participants
- 582
- End-of-year plan assets
- $37,891,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 582 | H, C | 20240912161226NAL0014493024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,891,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,891,312
- Net assets (BOY)
- $31,823,262
Income & contributions
- Employer contributions
- $657,314
- Participant contributions
- $3,131,005
- Total contributions
- $3,851,208
- Total income / additions
- $9,018,041
Expenses & distributions
- Benefits paid
- $2,852,526
- Administrative expenses
- $97,465
- Total expenses
- $2,949,991
- Net increase / (decrease)
- $6,068,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $47,273 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,685 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,630 | not reported in the loaded dataset | 2023 |
| Retirement Wellness Group LLC | INVESTMENT ADVISOR | $9,167 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $5,621 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ernest Packaging
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Commerce, CA
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Retirement Wellness Group LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation