Triangle Package Machinery Company Office 401(K) Plan — Form 5500 plan (Triangle Package Machinery Company)
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, Triangle Package Machinery Company Office 401(K) Plan is a benefit plan reported by Triangle Package Machinery Company under EIN 36-2053124 and plan number 003. The latest loaded filing year is 2023. The filing reports 129 participants and $19,208,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Triangle Package Machinery Company
- EIN
- 36-2053124
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $19,208,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20240926170504NAL0001754896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,208,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,208,234
- Net assets (BOY)
- $16,711,046
Income & contributions
- Employer contributions
- $291,099
- Participant contributions
- $988,265
- Total contributions
- $1,364,509
- Total income / additions
- $3,760,144
Expenses & distributions
- Benefits paid
- $1,357,272
- Administrative expenses
- $48,306
- Total expenses
- $1,409,405
- Net increase / (decrease)
- $2,350,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,479 | $0 | 2023 |
| Cerity Partners Retireme | INVESTMENT ADVISORY | $9,827 | $11,541 | 2023 |
| Cerity Partners LLC | INVESTMENT ADVISORY | $0 | $8,112 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Triangle Package Machinery Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Principal Life Insurance Company — Schedule C compensation
- Cerity Partners Retireme — Schedule C compensation
- Cerity Partners LLC — Schedule C compensation