2023 Form 5500 filing — Utah Paper Box Company Employees 401(K) Profit Sharing 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 20241004115931NAL0019589856001) for Utah Paper Box Company Employees 401(K) Profit Sharing Plan, reported by Utah Paper Box Company under EIN 87-0188340 and plan number 002. It reports 245 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)$14.7MReported net assets$14,706,342
Participants245
Provider compensation$28.5K2 Schedule C row(s)$28,496
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004115931NAL0019589856001
- Plan sponsor
- Utah Paper Box Company
- EIN
- 87-0188340
- Plan number
- 002
- Location
- Salt Lake City, UT
- 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)$14.7M total assets
Net assets$14.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,706,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,706,342
- Employer contributions
- $199,060
- Participant contributions
- $631,604
- Total income / additions
- $2,829,941
- Benefits paid
- $2,197,762
- Administrative expenses
- $28,483
- Total expenses
- $2,226,245
- Net increase / (decrease)
- $603,696
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,496 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |