2023 Form 5500 filing — Harpak-Ulma Packaging, LLC
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 20240805090514NAL0000951969001) for Harpak-Ulma Packaging, LLC, reported by Harpak-Ulma Packaging, LLC under EIN 27-2323413 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.9MReported net assets$13,861,756
Participants156
Provider compensation$55.6K3 Schedule C row(s)$55,557
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240805090514NAL0000951969001
- Plan sponsor
- Harpak-Ulma Packaging, LLC
- EIN
- 27-2323413
- Plan number
- 001
- Location
- Taunton, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.9M total assets
Net assets$13.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,861,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,861,756
- Employer contributions
- $545,548
- Participant contributions
- $1,420,750
- Total income / additions
- $4,095,797
- Benefits paid
- $1,774,897
- Administrative expenses
- $55,558
- Total expenses
- $1,842,960
- Net increase / (decrease)
- $2,252,837
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $33,287 | $0 |
| Adp, Inc. | RECORD KEEPER | $22,270 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |