2023 Form 5500 filing — Pearson Packaging Systems 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 20241011130721NAL0010943539001) for Pearson Packaging Systems 401(K) Profit Sharing Plan And Trust, reported by R. A. Pearson Company under EIN 91-0827518 and plan number 001. It reports 344 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)$28.8MReported net assets$28,848,287
Participants344
Provider compensation$16.3K1 Schedule C row(s)$16,258
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011130721NAL0010943539001
Plan sponsor
R. A. Pearson Company
EIN
91-0827518
Plan number
001
Location
Spokane, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$28.8M total assets
Net assets$28.8MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$3.8M
Benefits paid / distributions$3.8M
Contributions
Employer$586.8K
Participant$1.7M
Full reported line items
Total assets (EOY)
$28,848,287
Total liabilities (EOY)
$0
Net assets (EOY)
$28,848,287
Employer contributions
$586,836
Participant contributions
$1,720,503
Total income / additions
$7,007,150
Benefits paid
$3,780,285
Administrative expenses
$16,108
Total expenses
$3,796,393
Net increase / (decrease)
$3,210,757
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $16.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011130721NAL0010943539001 cover?
It is the 2023 Form 5500 filing for Pearson Packaging Systems 401(K) Profit Sharing Plan And Trust, reported by R. A. Pearson Company (EIN 91-0827518).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages