Altium Packaging Lp Salaried Pension 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 Lp Salaried Pension Plan is a benefit plan reported by Altium Packaging Lp under EIN 06-1056158 and plan number 023. The latest loaded filing year is 2023. The filing reports 305 participants and $27,565,573 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
023
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
305
End-of-year plan assets
$27,565,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20241018084505NAL0016963059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,565,573
Total liabilities (EOY)
$39,616
Net assets (EOY)
$27,525,957
Net assets (BOY)
$28,727,190

Income & contributions

Employer contributions
$514,964
Total contributions
$514,964
Total income / additions
$2,843,221

Expenses & distributions

Benefits paid
$3,619,692
Administrative expenses
$424,762
Total expenses
$4,044,454
Net increase / (decrease)
-$1,201,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Gibson Group / Morgan StanleyINVESTMENT MANAGER$150,347not reported in the loaded dataset2023
Strategic Benefits AdvisorsADVISORY SERVICES$73,762not reported in the loaded dataset2023
Ec Barrett, LLCCPA/AUDITOR$6,350not reported in the loaded dataset2023

Related Form 5500 pages