Akers Packaging Service, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Akers Packaging Service, 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, Akers Packaging Service, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Akers Packaging Service, Inc. under EIN 31-0671096 and plan number 002. The latest loaded filing year is 2023. The filing reports 248 participants and $41,496,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Akers Packaging Service, Inc.
EIN
31-0671096
Plan number
002
Plan type
2
Location
Middletown, OH
Latest filing year
2023
Participants
248
End-of-year plan assets
$41,496,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20241011070652NAL0022342609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,496,726
Total liabilities (EOY)
$0
Net assets (EOY)
$41,496,726
Net assets (BOY)
$26,383,087

Income & contributions

Employer contributions
$942,707
Participant contributions
$2,197,005
Total contributions
$3,632,039
Total income / additions
$9,944,456

Expenses & distributions

Benefits paid
$3,197,279
Administrative expenses
$27,797
Total expenses
$3,228,712
Net increase / (decrease)
$6,715,744

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCCONSULTANT$26,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,797$02023

Related Form 5500 pages