2023 Form 5500 filing — Paklab 401(K) Retirement 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 20241014141143NAL0013426643001) for Paklab 401(K) Retirement Plan, reported by Universal Packaging Systems, Inc. D/B/A Paklab under EIN 95-4109799 and plan number 001. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141143NAL0013426643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Packaging Systems, Inc. D/B/A Paklab
- EIN
- 95-4109799
- Plan number
- 001
- Location
- Chino, CA
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,565,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,565,287
- Employer contributions
- $51,760
- Participant contributions
- $583,563
- Total income / additions
- $2,015,483
- Benefits paid
- $620,356
- Administrative expenses
- $57,872
- Total expenses
- $678,228
- Net increase / (decrease)
- $1,337,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $33,775 | $0 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY - PL | $19,036 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPER | $5,425 | $0 |