K-1 Packaging Group 401(K) Profit Sharing Plan — Form 5500 plan (K-1 Packaging Group)
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, K-1 Packaging Group 401(K) Profit Sharing Plan is a benefit plan reported by K-1 Packaging Group under EIN 95-4527735 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $19,794,595 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$19.8MPlan net assets, end of year$19,794,595
Participants259Covered participants reported
Assets / participant$76.4KComputed: assets ÷ participants$76,427 (computed)
Provider compensation$54.9K2 Schedule C provider row(s)$54,949
- Plan sponsor
- K-1 Packaging Group
- EIN
- 95-4527735
- Plan number
- 001
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20240729050641NAL0040212338001 |
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)$19.8M total assets
Net assets$19.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $19,794,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,794,595
- Net assets (BOY)
- $16,989,722
Income & contributions
- Employer contributions
- $360,159
- Participant contributions
- $846,205
- Total contributions
- $1,291,086
- Total income / additions
- $4,188,990
Expenses & distributions
- Benefits paid
- $1,328,477
- Administrative expenses
- $54,950
- Total expenses
- $1,384,117
- Net increase / (decrease)
- $2,804,873
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.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $47,783 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $7,166 | $0 | 2023 |