2023 Form 5500 filing — Paperworks Industries Savings Plan For Union Hourly Employees
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 20241007103737NAL0027239792001) for Paperworks Industries Savings Plan For Union Hourly Employees, reported by Paperworks Industries, Inc. under EIN 26-2919931 and plan number 001. It reports 207 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)$13.9MReported net assets$13,914,786
Participants207
Provider compensation$39.6K2 Schedule C row(s)$39,634
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007103737NAL0027239792001
- Plan sponsor
- Paperworks Industries, Inc.
- EIN
- 26-2919931
- Plan number
- 001
- Location
- Fort Washington, PA
- 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)$13.9M total assets
Net assets$13.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,914,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,914,786
- Employer contributions
- $638,261
- Participant contributions
- $669,673
- Total income / additions
- $3,436,138
- Benefits paid
- $1,041,157
- Administrative expenses
- $3,970
- Total expenses
- $1,045,127
- Net increase / (decrease)
- $2,391,011
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $35,664 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,970 | $0 |