2023 Form 5500 filing — S. Walter Packaging Corp. 401(K) Savings And Investment 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 20240930075519NAL0005434129001) for S. Walter Packaging Corp. 401(K) Savings And Investment Plan, reported by S. Walter Packaging Corp. under EIN 23-1745482 and plan number 002. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930075519NAL0005434129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S. Walter Packaging Corp.
- EIN
- 23-1745482
- Plan number
- 002
- Location
- Trevose, PA
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,342,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,342,928
- Employer contributions
- $221,551
- Participant contributions
- $1,080,736
- Total income / additions
- $3,494,659
- Benefits paid
- $2,443,253
- Administrative expenses
- $58,667
- Total expenses
- $2,505,368
- Net increase / (decrease)
- $989,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $31,176 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $27,491 | $0 |