2023 Form 5500 filing — Union Amcor Investment 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 20241011121130NAL0022716865001) for Union Amcor Investment Profit Sharing Plan, reported by Amcor Flexibles North America, Inc. under EIN 43-0178130 and plan number 009. It reports 817 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)$10.3MReported net assets$10,268,828
Participants817
Provider compensation$4.9K1 Schedule C row(s)$4,868
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011121130NAL0022716865001
- Plan sponsor
- Amcor Flexibles North America, Inc.
- EIN
- 43-0178130
- Plan number
- 009
- Location
- Oshkosh, WI
- 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)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,268,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,268,828
- Employer contributions
- $904,409
- Participant contributions
- $0
- Total income / additions
- $2,361,189
- Benefits paid
- $565,868
- Administrative expenses
- $5,463
- Total expenses
- $571,331
- Net increase / (decrease)
- $1,789,858
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $4,868 | not reported in the loaded dataset |