Harpak-Ulma Packaging, LLC — Form 5500 plan (Harpak-Ulma Packaging, 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, Harpak-Ulma Packaging, LLC is a benefit plan reported by Harpak-Ulma Packaging, LLC under EIN 27-2323413 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $13,861,756 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harpak-Ulma Packaging, LLC
EIN
27-2323413
Plan number
001
Plan type
2
Location
Taunton, MA
Latest filing year
2023
Participants
156
End-of-year plan assets
$13,861,756

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20240805090514NAL0000951969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,861,756
Total liabilities (EOY)
$0
Net assets (EOY)
$13,861,756
Net assets (BOY)
$11,608,919

Income & contributions

Employer contributions
$545,548
Participant contributions
$1,420,750
Total contributions
$1,970,869
Total income / additions
$4,095,797

Expenses & distributions

Benefits paid
$1,774,897
Administrative expenses
$55,558
Total expenses
$1,842,960
Net increase / (decrease)
$2,252,837

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$33,287$02023
Adp, Inc.RECORD KEEPER$22,270$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages