2023 Form 5500 filing — Dixon Ticonderoga Company 401(K) 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 20241001064052NAL0003105283001) for Dixon Ticonderoga Company 401(K) Plan, reported by Dixon Ticonderoga Company under EIN 23-0973760 and plan number 016. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001064052NAL0003105283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dixon Ticonderoga Company
- EIN
- 23-0973760
- Plan number
- 016
- Location
- Appleton, WI
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,335,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,335,604
- Employer contributions
- $887,992
- Participant contributions
- $1,463,418
- Total income / additions
- $6,442,786
- Benefits paid
- $6,342,110
- Administrative expenses
- $131,710
- Total expenses
- $6,473,820
- Net increase / (decrease)
- -$31,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors | INVESTMENT ADVISORY | $67,007 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,703 | $0 |
| Blue Chip Retirement Plans Inc. | CONTRACT ADMIN | $139 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |