Hub Folding Box Company Union Members 401k Savings Plan — Form 5500 plan (Hub Folding Box Company, Inc.)
Plain-English plan 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, Hub Folding Box Company Union Members 401k Savings Plan is a benefit plan reported by Hub Folding Box Company, Inc. under EIN 04-2192575 and plan number 004. The latest loaded filing year is 2023. The filing reports 214 participants and $7,731,683 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.7MPlan net assets, end of year$7,731,683
Participants214Covered participants reported
Assets / participant$36.1KComputed: assets ÷ participants$36,129 (computed)
Provider compensation$75.9K4 Schedule C provider row(s)$75,906
- Plan sponsor
- Hub Folding Box Company, Inc.
- EIN
- 04-2192575
- Plan number
- 004
- Plan type
- 2
- Location
- Mansfield, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20250411162601NAL0023534753001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,731,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,731,683
- Net assets (BOY)
- $6,831,655
Income & contributions
- Employer contributions
- $208,443
- Participant contributions
- $309,778
- Total contributions
- $518,221
- Total income / additions
- $1,321,738
Expenses & distributions
- Benefits paid
- $337,328
- Administrative expenses
- $84,382
- Total expenses
- $421,710
- Net increase / (decrease)
- $900,028
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,903 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $31,498 | $0 | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $0 | $7,255 | 2023 |
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $3,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hub Folding Box Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Mansfield, MA
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation