2023 Form 5500 filing — Winpak Portion Packaging, Inc. 401(K) Thrift Savings 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 20241014101646NAL0053070994001) for Winpak Portion Packaging, Inc. 401(K) Thrift Savings Plan, reported by Winpak Portion Packaging, Inc. under EIN 36-2602087 and plan number 002. It reports 834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101646NAL0053070994001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winpak Portion Packaging, Inc.
- EIN
- 36-2602087
- Plan number
- 002
- Location
- Sauk Village, IL
- Participants
- 834
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,466,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,466,459
- Employer contributions
- $2,254,893
- Participant contributions
- $4,127,397
- Total income / additions
- $18,742,226
- Benefits paid
- $6,763,507
- Administrative expenses
- $54,931
- Total expenses
- $6,855,441
- Net increase / (decrease)
- $11,886,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joseph L Whitaker, Cpa LLC | ACCOUNTANT/AUDITOR | $20,400 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $18,576 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,955 | $0 |