2023 Form 5500 filing — Case Paper Co., Inc. 401(K) Profit Sharing 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 20241015090748NAL0027905169001) for Case Paper Co., Inc. 401(K) Profit Sharing Plan, reported by Case Paper Co., Inc. under EIN 11-1945820 and plan number 004. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090748NAL0027905169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Case Paper Co., Inc.
- EIN
- 11-1945820
- Plan number
- 004
- Location
- Harrison, NY
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,618,922
- Total liabilities (EOY)
- $63,414
- Net assets (EOY)
- $16,555,508
- Employer contributions
- $49,904
- Participant contributions
- $1,062,042
- Total income / additions
- $3,808,443
- Benefits paid
- $3,584,983
- Administrative expenses
- $221,380
- Total expenses
- $3,864,872
- Net increase / (decrease)
- -$56,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $165,867 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $57,397 | $0 |