2023 Form 5500 filing — Welch Packaging Group, Inc. 401(K) Profit Sharing Plan And Trust
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 20241011112137NAL0010859843001) for Welch Packaging Group, Inc. 401(K) Profit Sharing Plan And Trust, reported by Welch Packaging Group, Inc. under EIN 35-2022237 and plan number 001. It reports 1,737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112137NAL0010859843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Welch Packaging Group, Inc.
- EIN
- 35-2022237
- Plan number
- 001
- Location
- Elkhart, IN
- Participants
- 1,737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,488,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,488,246
- Employer contributions
- $1,421,465
- Participant contributions
- $3,533,279
- Total income / additions
- $10,907,111
- Benefits paid
- $2,736,326
- Administrative expenses
- $202,329
- Total expenses
- $3,005,289
- Net increase / (decrease)
- $7,901,822
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan By Ascensus | RECORDKEEPER | $120,203 | not reported in the loaded dataset |
| Lake City Bank | TRUSTEE | $108,971 | not reported in the loaded dataset |