Polytainers, Inc. Profit Sharing/401(K) Retirement Plan — Form 5500 plan (Polytainers, 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, Polytainers, Inc. Profit Sharing/401(K) Retirement Plan is a benefit plan reported by Polytainers, Inc. under EIN 43-1532377 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $7,814,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Polytainers, Inc.
- EIN
- 43-1532377
- Plan number
- 001
- Plan type
- 2
- Location
- Lees Summit, MO
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $7,814,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20241015141156NAL0014804963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,814,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,814,184
- Net assets (BOY)
- $6,796,785
Income & contributions
- Employer contributions
- $245,322
- Participant contributions
- $676,869
- Total contributions
- $922,191
- Total income / additions
- $1,969,822
Expenses & distributions
- Benefits paid
- $905,852
- Administrative expenses
- $46,571
- Total expenses
- $952,423
- Net increase / (decrease)
- $1,017,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annunity Insurance Company | RECORDKEEPER | $17,351 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $16,715 | not reported in the loaded dataset | 2023 |
| Demars Pension Consulting Services, | CONTRACT ADMIN | $7,224 | $3,573 | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT ADVISOR | $4,521 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Polytainers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Lees Summit, MO
- Empower Annunity Insurance Company — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Demars Pension Consulting Services, — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation