2023 Form 5500 filing — Packaging Personified, Inc. 401(K) 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 20240917170330NAL0003138609001) for Packaging Personified, Inc. 401(K) Plan, reported by Packaging Personified, Inc. under EIN 36-2966909 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917170330NAL0003138609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Packaging Personified, Inc.
- EIN
- 36-2966909
- Plan number
- 001
- Location
- Carol Stream, IL
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,111,886
- Total liabilities (EOY)
- $5,068
- Net assets (EOY)
- $8,106,818
- Employer contributions
- $129,967
- Participant contributions
- $501,943
- Total income / additions
- $1,786,302
- Benefits paid
- $511,526
- Administrative expenses
- $0
- Total expenses
- $511,526
- Net increase / (decrease)
- $1,274,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $17,109 | not reported in the loaded dataset |
| Cray Kaiser Ltd | AUDITOR | $9,750 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,663 | $0 |