Valley Packaging Corp. 401(K) Profit Sharing Plan — Form 5500 plan (Valley Packaging Corp.)
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, Valley Packaging Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Valley Packaging Corp. under EIN 62-1210397 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $9,466,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Packaging Corp.
- EIN
- 62-1210397
- Plan number
- 001
- Plan type
- 2
- Location
- Pulaski, TN
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $9,466,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240927075950NAL0001067795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,466,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,466,381
- Net assets (BOY)
- $9,859,763
Income & contributions
- Employer contributions
- $222,957
- Participant contributions
- $535,412
- Total contributions
- $758,369
- Total income / additions
- $2,227,317
Expenses & distributions
- Benefits paid
- $2,615,337
- Administrative expenses
- $5,362
- Total expenses
- $2,620,699
- Net increase / (decrease)
- -$393,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $994 | $0 | 2023 |