2023 Form 5500 filing — Roosevelt Paper Company 401(K) Retirement Savings 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 20241011120659NAL0010899363002) for Roosevelt Paper Company 401(K) Retirement Savings Plan, reported by Roosevelt Paper Company under EIN 23-1514696 and plan number 002. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120659NAL0010899363002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roosevelt Paper Company
- EIN
- 23-1514696
- Plan number
- 002
- Location
- Mt. Laurel, NJ
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,675,667
- Net assets (EOY)
- $47,675,667
- Employer contributions
- $660,283
- Participant contributions
- $1,413,876
- Total income / additions
- $9,340,158
- Benefits paid
- $11,055,807
- Administrative expenses
- $2,974
- Total expenses
- $11,060,220
- Net increase / (decrease)
- -$1,720,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |