2023 Form 5500 filing — Southwick Package, Inc. Safe Harbor 401(K) Plan & Trust
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 20240711102940NAL0032663634001) for Southwick Package, Inc. Safe Harbor 401(K) Plan & Trust, reported by Southwick Package, Inc. under EIN 04-2672011 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240711102940NAL0032663634001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwick Package, Inc.
- EIN
- 04-2672011
- Plan number
- 001
- Location
- Southwick, MA
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,572,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,572,477
- Employer contributions
- $17,639
- Participant contributions
- $57,378
- Total income / additions
- $472,968
- Benefits paid
- $23,354
- Administrative expenses
- $9,030
- Total expenses
- $32,384
- Net increase / (decrease)
- $440,584
- Schedule source
- Schedule I