2023 Form 5500 filing — Swm Retirement Savings Plan Ii
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 20240822090820NAL0004948897002) for Swm Retirement Savings Plan Ii, reported by Mativ Holdings, Inc. under EIN 62-1612879 and plan number 003. It reports 1,494 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822090820NAL0004948897002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mativ Holdings, Inc.
- EIN
- 62-1612879
- Plan number
- 003
- Location
- Alpharetta, GA
- Participants
- 1,494
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $486,221,094
- Net assets (EOY)
- $486,221,094
- Employer contributions
- $2,691,816
- Participant contributions
- $5,133,758
- Total income / additions
- $21,829,367
- Benefits paid
- $15,588,951
- Administrative expenses
- $132,769
- Total expenses
- $15,721,720
- Net increase / (decrease)
- $6,107,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcse | RETAINED BY EMPLOYER | $100,512 | $0 |