2023 Form 5500 filing — Blue Label Packaging Co. Safe Harbor 401k 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 20241216133011NAL0003420802001) for Blue Label Packaging Co. Safe Harbor 401k Profit Sharing Plan, reported by Blue Label Packaging Co. under EIN 31-0963794 and plan number 003. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216133011NAL0003420802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Label Packaging Co.
- EIN
- 31-0963794
- Plan number
- 003
- Location
- Lancaster, OH
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,594,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,594,860
- Employer contributions
- $417,606
- Participant contributions
- $503,155
- Total income / additions
- $2,412,744
- Benefits paid
- $543,141
- Administrative expenses
- $69,630
- Total expenses
- $614,091
- Net increase / (decrease)
- $1,798,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $40,714 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $28,915 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |