Poly-Tainer Inc. 401(K) Plan — Form 5500 plan (Poly-Tainer Inc.)
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, Poly-Tainer Inc. 401(K) Plan is a benefit plan reported by Poly-Tainer Inc. under EIN 95-2687185 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $7,258,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Poly-Tainer Inc.
- EIN
- 95-2687185
- Plan number
- 001
- Plan type
- 2
- Location
- Simi Valley, CA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $7,258,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240926174412NAL0001797088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,258,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,258,428
- Net assets (BOY)
- $6,077,249
Income & contributions
- Employer contributions
- $102,009
- Participant contributions
- $499,931
- Total contributions
- $764,294
- Total income / additions
- $1,701,338
Expenses & distributions
- Benefits paid
- $449,900
- Administrative expenses
- $51,791
- Total expenses
- $520,159
- Net increase / (decrease)
- $1,181,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,791 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $15,594 | 2023 |