Plan5500

Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings And Profit — Form 5500 plan (Fleetwood-Fibre Packaging & Graphics, 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, Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings And Profit is a benefit plan reported by Fleetwood-Fibre Packaging & Graphics, Inc. under EIN 95-2233174 and plan number 002. The latest loaded filing year is 2023. The filing reports 368 participants and $28,366,468 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.4MPlan net assets, end of year$28,366,468
Participants368Covered participants reported
Assets / participant$77.1KComputed: assets ÷ participants$77,083 (computed)
Provider compensation$14.1K2 Schedule C provider row(s)$14,070
Plan sponsor
Fleetwood-Fibre Packaging & Graphics, Inc.
EIN
95-2233174
Plan number
002
Plan type
2
Location
City Of Industry, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20240409140653NAL0029449536001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$28.4M total assets
Net assets$28.4MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$819.9K
Benefits paid / distributions$792.4K
Contributions
Employer$48K
Participant$165.1K
Full reported line items

Net assets

Total assets (EOY)
$28,366,468
Total liabilities (EOY)
$0
Net assets (EOY)
$28,366,468
Net assets (BOY)
$25,778,719

Income & contributions

Employer contributions
$48,020
Participant contributions
$165,061
Total contributions
$213,081
Total income / additions
$3,407,678

Expenses & distributions

Benefits paid
$792,401
Administrative expenses
$14,071
Total expenses
$819,929
Net increase / (decrease)
$2,587,749
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$14,070$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages