Imperial Dade Puerto Rico Profit Sharing And 401(K) Plan — Form 5500 plan (Dade Paper & Bag, LLC)
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, Imperial Dade Puerto Rico Profit Sharing And 401(K) Plan is a benefit plan reported by Dade Paper & Bag, LLC under EIN 59-0784248 and plan number 003. The latest loaded filing year is 2023. The filing reports 157 participants and $1,846,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dade Paper & Bag, LLC
- EIN
- 59-0784248
- Plan number
- 003
- Plan type
- 2
- Location
- Jersey City, NJ
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $1,846,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241009155957NAL0010816115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,846,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,846,778
- Net assets (BOY)
- $1,509,581
Income & contributions
- Employer contributions
- $58,470
- Participant contributions
- $144,781
- Total contributions
- $203,251
- Total income / additions
- $426,592
Expenses & distributions
- Benefits paid
- $73,940
- Administrative expenses
- $15,455
- Total expenses
- $89,395
- Net increase / (decrease)
- $337,197
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oriental Bank | CONTRACT/ADMIN | $6,679 | not reported in the loaded dataset | 2023 |
| Ameritas Advisory Services LLC | INVESTMENT ADVISOR | $5,179 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,197 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MNGT | $2,011 | not reported in the loaded dataset | 2023 |
| National Professional Planning Grou | CONTACT ADMIN | $165 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dade Paper & Bag, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Jersey City, NJ
- Oriental Bank — Schedule C compensation
- Ameritas Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- National Professional Planning Grou — Schedule C compensation