Montebello 401(K) Plan — Form 5500 plan (Montebello Packaging)
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, Montebello 401(K) Plan is a benefit plan reported by Montebello Packaging under EIN 36-3792281 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $9,157,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montebello Packaging
- EIN
- 36-3792281
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisonburg, VA
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $9,157,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20250707092728NAL0008639842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,157,886
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,157,886
- Net assets (BOY)
- $7,901,432
Income & contributions
- Employer contributions
- $279,618
- Participant contributions
- $348,275
- Total contributions
- $638,293
- Total income / additions
- $1,774,013
Expenses & distributions
- Benefits paid
- $482,945
- Administrative expenses
- $34,614
- Total expenses
- $517,559
- Net increase / (decrease)
- $1,256,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,270 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $7,956 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montebello Packaging
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Harrisonburg, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation