Utah Paper Box Company Employees 401(K) Profit Sharing Plan — Form 5500 plan (Utah Paper Box Company)
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, Utah Paper Box Company Employees 401(K) Profit Sharing Plan is a benefit plan reported by Utah Paper Box Company under EIN 87-0188340 and plan number 002. The latest loaded filing year is 2023. The filing reports 245 participants and $14,706,342 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.7MPlan net assets, end of year$14,706,342
Participants245Covered participants reported
Assets / participant$60KComputed: assets ÷ participants$60,026 (computed)
Provider compensation$28.5K2 Schedule C provider row(s)$28,496
- Plan sponsor
- Utah Paper Box Company
- EIN
- 87-0188340
- Plan number
- 002
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241004115931NAL0019589856001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.7M total assets
Net assets$14.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,706,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,706,342
- Net assets (BOY)
- $14,102,646
Income & contributions
- Employer contributions
- $199,060
- Participant contributions
- $631,604
- Total contributions
- $842,128
- Total income / additions
- $2,829,941
Expenses & distributions
- Benefits paid
- $2,197,762
- Administrative expenses
- $28,483
- Total expenses
- $2,226,245
- Net increase / (decrease)
- $603,696
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income78%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,496 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |