The Visual Pak Companies 401(K) Plan — Form 5500 plan (Visual Pak 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, The Visual Pak Companies 401(K) Plan is a benefit plan reported by Visual Pak Company under EIN 36-3342302 and plan number 001. The latest loaded filing year is 2023. The filing reports 635 participants and $21,555,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Visual Pak Company
- EIN
- 36-3342302
- Plan number
- 001
- Plan type
- 2
- Location
- Waukegan, IL
- Latest filing year
- 2023
- Participants
- 635
- End-of-year plan assets
- $21,555,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 635 | H, C | 20241014162646NAL0027855313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,555,760
- Total liabilities (EOY)
- $3,996
- Net assets (EOY)
- $21,551,764
- Net assets (BOY)
- $20,444,468
Income & contributions
- Employer contributions
- $718,202
- Participant contributions
- $1,259,407
- Total contributions
- $2,032,313
- Total income / additions
- $5,068,730
Expenses & distributions
- Benefits paid
- $1,079,162
- Administrative expenses
- $33,520
- Total expenses
- $1,112,682
- Net increase / (decrease)
- $3,956,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $79,814 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | NONE | $19,702 | not reported in the loaded dataset | 2023 |