2023 Form 5500 filing — The Millcraft Paper Company Savings & Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807191506NAL0006854128001) for The Millcraft Paper Company Savings & Investment Plan, reported by The Millcraft Paper Company under EIN 34-0401595 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807191506NAL0006854128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Millcraft Paper Company
- EIN
- 34-0401595
- Plan number
- 001
- Location
- Independence, OH
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,780,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,780,508
- Employer contributions
- $500,000
- Participant contributions
- $1,420,821
- Total income / additions
- $4,861,853
- Benefits paid
- $910,347
- Administrative expenses
- $106,774
- Total expenses
- $1,018,223
- Net increase / (decrease)
- $3,843,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Financial Solutions Inc | INVESTMENT ADVISOR | $47,087 | not reported in the loaded dataset |
| Empower Annuity | RECORDKEEPER | $44,833 | $0 |
| Cohen & Company | AUDITOR | $12,500 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance | CONTRACT ADMIN | $0 | $10,000 |