Who sponsors the Paklab 401(K) Retirement Plan?

Paklab 401(K) Retirement Plan is reported as sponsored by Universal Packaging Systems, Inc. D/B/A Paklab (EIN 95-4109799, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Paklab 401(K) Retirement Plan?

The latest Form 5500 filing year loaded for Paklab 401(K) Retirement Plan is 2023.

How many participants does Paklab 401(K) Retirement Plan report?

Paklab 401(K) Retirement Plan reports 479 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Paklab 401(K) Retirement Plan?

Paklab 401(K) Retirement Plan reports $9,565,287 in end-of-year plan assets in its latest loaded Form 5500 filing.

Paklab 401(K) Retirement Plan — Form 5500 plan (Universal Packaging Systems, Inc. D/B/A Paklab)

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, Paklab 401(K) Retirement Plan is a benefit plan reported by Universal Packaging Systems, Inc. D/B/A Paklab under EIN 95-4109799 and plan number 001. The latest loaded filing year is 2023. The filing reports 479 participants and $9,565,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Universal Packaging Systems, Inc. D/B/A Paklab
EIN: 95-4109799
Plan number: 001
Plan type: 2
Location: Chino, CA
Latest filing year: 2023
Participants: 479
End-of-year plan assets: $9,565,287

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	479	H, C	20241014141143NAL0013426643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $9,565,287
Total liabilities (EOY): $0
Net assets (EOY): $9,565,287
Net assets (BOY): $8,228,032

Income & contributions

Employer contributions: $51,760
Participant contributions: $583,563
Total contributions: $641,307
Total income / additions: $2,015,483

Expenses & distributions

Benefits paid: $620,356
Administrative expenses: $57,872
Total expenses: $678,228
Net increase / (decrease): $1,337,255

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Transamerica Financial Life Insuran	RECORDKEEPER	$33,775	$0	2023
Merrill Lynch Life Agency, Inc.	INVESTMENT ADVISORY - PL	$19,036	not reported in the loaded dataset	2023
Futureplan By Ascensus	RECORDKEEPER	$5,425	$0	2023