Michelsen Packaging Company 401k Plan — Form 5500 plan (Michelsen Packaging 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, Michelsen Packaging Company 401k Plan is a benefit plan reported by Michelsen Packaging Company under EIN 91-0598777 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $72,390,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michelsen Packaging Company
- EIN
- 91-0598777
- Plan number
- 001
- Plan type
- 2
- Location
- Yakima, WA
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $72,390,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20240717174855NAL0008075040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,390,308
- Net assets (EOY)
- $72,390,308
- Net assets (BOY)
- $65,307,876
Income & contributions
- Employer contributions
- $2,957,545
- Participant contributions
- $420,106
- Total contributions
- $3,377,651
- Total income / additions
- $12,764,894
Expenses & distributions
- Benefits paid
- $5,558,338
- Administrative expenses
- $124,124
- Total expenses
- $5,682,462
- Net increase / (decrease)
- $7,082,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Funds | NONE | $40,883 | not reported in the loaded dataset | 2023 |
| Stifel Nicolaus | NONE | $33,568 | not reported in the loaded dataset | 2023 |
| Moss Adams | NONE | $23,176 | not reported in the loaded dataset | 2023 |
| Associated Pension Consultants | NONE | $22,341 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Michelsen Packaging Company
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Yakima, WA
- American Funds — Schedule C compensation
- Stifel Nicolaus — Schedule C compensation
- Moss Adams — Schedule C compensation
- Associated Pension Consultants — Schedule C compensation