Altium Packaging 401k Plan — Form 5500 plan (Altium Packaging Lp)

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, Altium Packaging 401k Plan is a benefit plan reported by Altium Packaging Lp under EIN 06-1056158 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,738 participants and $142,066,978 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Altium Packaging Lp
EIN
06-1056158
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
1,738
End-of-year plan assets
$142,066,978

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,738H, C20241014065726NAL0025639137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$142,066,978
Total liabilities (EOY)
$313,039
Net assets (EOY)
$141,753,939
Net assets (BOY)
$117,821,635

Income & contributions

Employer contributions
$3,263,337
Participant contributions
$10,237,580
Total contributions
$17,271,027
Total income / additions
$35,619,673

Expenses & distributions

Benefits paid
$11,086,777
Administrative expenses
$284,379
Total expenses
$11,687,369
Net increase / (decrease)
$23,932,304

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndTPA/RECORDKEEPER$226,993$02023
Morgan Stanley Global Banking OperaINVESTMENT ADVISOR$58,000not reported in the loaded dataset2023

Related Form 5500 pages