2023 Form 5500 filing — Retirement Plan For Hourly Employees Of Bancroft Bag, Inc.
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 20250806120337NAL0002796145001) for Retirement Plan For Hourly Employees Of Bancroft Bag, Inc., reported by Bancroft Bag, Inc. under EIN 72-0375151 and plan number 003. It reports 440 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)$16.1MReported net assets$16,068,994
Participants440
Provider compensation$37.2K2 Schedule C row(s)$37,183
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250806120337NAL0002796145001
- Plan sponsor
- Bancroft Bag, Inc.
- EIN
- 72-0375151
- Plan number
- 003
- Location
- West Monroe, LA
- 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)$16.1M total assets
Net assets$16.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,068,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,068,994
- Employer contributions
- $401,882
- Total income / additions
- $3,426,871
- Benefits paid
- $636,748
- Administrative expenses
- $37,183
- Total expenses
- $673,931
- Net increase / (decrease)
- $2,752,940
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Summit Financial Wealth Advisor | NONE | $37,183 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | not reported in the loaded dataset |