2023 Form 5500 filing — Poly-Tainer 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 20240926174412NAL0001797088001) for Poly-Tainer Inc. 401(K) Plan, reported by Poly-Tainer Inc. under EIN 95-2687185 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926174412NAL0001797088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Poly-Tainer Inc.
- EIN
- 95-2687185
- Plan number
- 001
- Location
- Simi Valley, CA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,258,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,258,428
- Employer contributions
- $102,009
- Participant contributions
- $499,931
- Total income / additions
- $1,701,338
- Benefits paid
- $449,900
- Administrative expenses
- $51,791
- Total expenses
- $520,159
- Net increase / (decrease)
- $1,181,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,791 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $15,594 |