Winpak Portion Packaging, Inc. 401(K) Thrift Savings Plan — Form 5500 plan (Winpak Portion Packaging, 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, Winpak Portion Packaging, Inc. 401(K) Thrift Savings Plan is a benefit plan reported by Winpak Portion Packaging, Inc. under EIN 36-2602087 and plan number 002. The latest loaded filing year is 2023. The filing reports 834 participants and $67,466,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winpak Portion Packaging, Inc.
- EIN
- 36-2602087
- Plan number
- 002
- Plan type
- 2
- Location
- Sauk Village, IL
- Latest filing year
- 2023
- Participants
- 834
- End-of-year plan assets
- $67,466,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 834 | H, C | 20241014101646NAL0053070994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,466,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,466,459
- Net assets (BOY)
- $55,579,674
Income & contributions
- Employer contributions
- $2,254,893
- Participant contributions
- $4,127,397
- Total contributions
- $7,940,728
- Total income / additions
- $18,742,226
Expenses & distributions
- Benefits paid
- $6,763,507
- Administrative expenses
- $54,931
- Total expenses
- $6,855,441
- Net increase / (decrease)
- $11,886,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joseph L Whitaker, Cpa LLC | ACCOUNTANT/AUDITOR | $20,400 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $18,576 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $15,955 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Winpak Portion Packaging, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Sauk Village, IL
- Joseph L Whitaker, Cpa LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation