2023 Form 5500 filing — New Indy Container Board Packaging 401(K) Retirement 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 20241015101941NAL0048806240001) for New Indy Container Board Packaging 401(K) Retirement Plan, reported by New-Indy Containerboard, LLC under EIN 61-1685759 and plan number 002. It reports 1,436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015101941NAL0048806240001
Filing year
2023
Form type
2
Plan sponsor
New-Indy Containerboard, LLC
EIN
61-1685759
Plan number
002
Location
Ontario, CA
Participants
1,436
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$49,275,405
Total liabilities (EOY)
$0
Net assets (EOY)
$49,275,405
Employer contributions
$2,392,394
Participant contributions
$4,111,548
Total income / additions
$13,878,679
Benefits paid
$5,588,056
Administrative expenses
$182,167
Total expenses
$5,770,223
Net increase / (decrease)
$8,108,456
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Retirement Plan SrvsRETAINED BY PLAN SPONSOR$137,167$0
Sageview AdvisorsRETAINED BY PLAN SPONSOR$45,000not reported in the loaded dataset

Related Form 5500 pages