Local 81134 Iue-Cwa 401(K) Plan — Form 5500 plan (Datwyler Pharma Packaging Usa)

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, Local 81134 Iue-Cwa 401(K) Plan is a benefit plan reported by Datwyler Pharma Packaging Usa under EIN 22-2327412 and plan number 004. The latest loaded filing year is 2023. The filing reports 206 participants and $12,013,609 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12MPlan net assets, end of year$12,013,609
Participants206Covered participants reported
Assets / participant$58.3KComputed: assets ÷ participants$58,318 (computed)
Provider compensation$25.9K1 Schedule C provider row(s)$25,941
Plan sponsor
Datwyler Pharma Packaging Usa
EIN
22-2327412
Plan number
004
Plan type
2
Location
Pennsauken, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20250403090129NAL0010101745001
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)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$840.4K
Benefits paid / distributions$807.3K
Contributions
Employer$391.7K
Participant$413.9K
Full reported line items

Net assets

Total assets (EOY)
$12,013,609
Total liabilities (EOY)
$0
Net assets (EOY)
$12,013,609
Net assets (BOY)
$10,529,158

Income & contributions

Employer contributions
$391,725
Participant contributions
$413,948
Total contributions
$805,673
Total income / additions
$2,324,899

Expenses & distributions

Benefits paid
$807,319
Administrative expenses
$30,461
Total expenses
$840,448
Net increase / (decrease)
$1,484,451
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.

Contribution share (employer vs. participant)
Employer 49%Participant 51%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$25,941$02023

Related Form 5500 pages