Plan5500

Packsize 401(K) Plan — Form 5500 plan (Packsize LLC)

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, Packsize 401(K) Plan is a benefit plan reported by Packsize LLC under EIN 26-1241626 and plan number 001. The latest loaded filing year is 2023. The filing reports 594 participants and $27,897,578 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$27.9MPlan net assets, end of year$27,853,588
Participants594Covered participants reported
Assets / participant$47KComputed: assets ÷ participants$46,966 (computed)
Provider compensation$67.5K3 Schedule C provider row(s)$67,525
Plan sponsor
Packsize LLC
EIN
26-1241626
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    594 participants · 2Sch HSch C
    View filing →
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)$27.9M total assets
Net assets$27.9MLiabilities$44K
Money in vs. money out
Total income / additions$11.1M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$2.3M
Participant$4M
Full reported line items

Net assets

Total assets (EOY)
$27,897,578
Total liabilities (EOY)
$43,990
Net assets (EOY)
$27,853,588
Net assets (BOY)
$19,302,504

Income & contributions

Employer contributions
$2,287,032
Participant contributions
$4,001,618
Total contributions
$7,108,809
Total income / additions
$11,053,821

Expenses & distributions

Benefits paid
$2,391,222
Administrative expenses
$67,525
Total expenses
$2,502,737
Net increase / (decrease)
$8,551,084
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 36%Participant 64%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$33.9K
    RECORDKEEPER · Direct $33.9K · Indirect $0
  2. 2
    Onedigital Investment Advisors LLC$27K
    INVESTMENT ADVISOR · Direct $27K
  3. 3
    Resources Investment Advisors, LLC$6.7K
    INVESTMENT MGMT · Direct $6.7K

What to inspect next

Frequently asked questions

Who sponsors the Packsize 401(K) Plan?
Packsize 401(K) Plan is reported as sponsored by Packsize LLC (EIN 26-1241626, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Packsize 401(K) Plan?
The latest Form 5500 filing year loaded for Packsize 401(K) Plan is 2023.
How many participants does Packsize 401(K) Plan report?
Packsize 401(K) Plan reports 594 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Packsize 401(K) Plan?
Packsize 401(K) Plan reports $27,897,578 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages