2023 Form 5500 filing — Ernest Paper Products, Inc. Retirement 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 20240912161226NAL0014493024001) for Ernest Paper Products, Inc. Retirement Plan, reported by Ernest Packaging under EIN 95-1536052 and plan number 002. It reports 582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912161226NAL0014493024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ernest Packaging
- EIN
- 95-1536052
- Plan number
- 002
- Location
- Commerce, CA
- Participants
- 582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,891,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,891,312
- Employer contributions
- $657,314
- Participant contributions
- $3,131,005
- Total income / additions
- $9,018,041
- Benefits paid
- $2,852,526
- Administrative expenses
- $97,465
- Total expenses
- $2,949,991
- Net increase / (decrease)
- $6,068,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $47,273 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,685 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,630 | not reported in the loaded dataset |
| Retirement Wellness Group LLC | INVESTMENT ADVISOR | $9,167 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $5,621 | not reported in the loaded dataset |