Pak Lite 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Pak Lite)
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, Pak Lite 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Pak Lite under EIN 58-1121616 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $11,804,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pak Lite
- EIN
- 58-1121616
- Plan number
- 001
- Plan type
- 2
- Location
- Suwanee, GA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $11,804,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241030100135NAL0000833168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,804,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,804,435
- Net assets (BOY)
- $10,228,181
Income & contributions
- Participant contributions
- $901,245
- Total contributions
- $901,245
- Total income / additions
- $2,725,131
Expenses & distributions
- Benefits paid
- $1,092,544
- Administrative expenses
- $49,163
- Total expenses
- $1,148,877
- Net increase / (decrease)
- $1,576,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co | RECORD KEEPER | $27,816 | $0 | 2023 |
| Aprio Wealth Management, LLC | RETAINED BY SPONSOR | $21,347 | not reported in the loaded dataset | 2023 |