S. Walter Packaging Corp. 401(K) Savings And Investment Plan — Form 5500 plan (S. Walter Packaging Corp.)
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, S. Walter Packaging Corp. 401(K) Savings And Investment Plan is a benefit plan reported by S. Walter Packaging Corp. under EIN 23-1745482 and plan number 002. The latest loaded filing year is 2023. The filing reports 268 participants and $14,342,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S. Walter Packaging Corp.
- EIN
- 23-1745482
- Plan number
- 002
- Plan type
- 2
- Location
- Trevose, PA
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $14,342,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20240930075519NAL0005434129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,342,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,342,928
- Net assets (BOY)
- $13,353,637
Income & contributions
- Employer contributions
- $221,551
- Participant contributions
- $1,080,736
- Total contributions
- $1,421,864
- Total income / additions
- $3,494,659
Expenses & distributions
- Benefits paid
- $2,443,253
- Administrative expenses
- $58,667
- Total expenses
- $2,505,368
- Net increase / (decrease)
- $989,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $31,176 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $27,491 | $0 | 2023 |