Paperworks Industries, Inc. Savings Plan — Form 5500 plan (Paperworks Industries, Inc.)
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, Paperworks Industries, Inc. Savings Plan is a benefit plan reported by Paperworks Industries, Inc. under EIN 26-2919931 and plan number 002. The latest loaded filing year is 2023. The filing reports 963 participants and $53,171,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paperworks Industries, Inc.
- EIN
- 26-2919931
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Washington, PA
- Latest filing year
- 2023
- Participants
- 963
- End-of-year plan assets
- $53,171,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 963 | H, C | 20241007103906NAL0025945616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,171,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,171,119
- Net assets (BOY)
- $43,010,987
Income & contributions
- Employer contributions
- $1,789,962
- Participant contributions
- $3,507,957
- Total contributions
- $7,461,204
- Total income / additions
- $15,018,527
Expenses & distributions
- Benefits paid
- $4,469,550
- Administrative expenses
- $47,591
- Total expenses
- $4,517,141
- Net increase / (decrease)
- $10,501,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $89,610 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,591 | $0 | 2023 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Paperworks Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Fort Washington, PA
- Creative Planning, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation