2023 Form 5500 filing — Aptargroup, Inc. Profit Sharing And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628125340NAL0000407763001) for Aptargroup, Inc. Profit Sharing And Savings Plan, reported by Aptargroup, Inc. under EIN 36-3853103 and plan number 002. It reports 3,064 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628125340NAL0000407763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aptargroup, Inc.
- EIN
- 36-3853103
- Plan number
- 002
- Location
- Crystal Lake, IL
- Participants
- 3,064
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $285,801,109
- Total liabilities (EOY)
- $10,483
- Net assets (EOY)
- $285,790,626
- Employer contributions
- $7,815,054
- Participant contributions
- $15,712,889
- Total income / additions
- $72,254,034
- Benefits paid
- $24,729,166
- Administrative expenses
- $108,726
- Total expenses
- $24,851,616
- Net increase / (decrease)
- $47,402,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $73,030 | not reported in the loaded dataset |
| Sidley Austin Llp | CONSULTANT | $60,583 | not reported in the loaded dataset |
| Marquette Associates | CONSULTANT | $30,000 | not reported in the loaded dataset |
| Bdo Usa, P.C. | ACCOUNTANT | $26,900 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$80,767 | $0 |