Hazen Paper Company Salary Investment 401(K) Plan — Form 5500 plan (Hazen Paper Company)
Plain-English plan 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, Hazen Paper Company Salary Investment 401(K) Plan is a benefit plan reported by Hazen Paper Company under EIN 04-1429900 and plan number 002. The latest loaded filing year is 2023. The filing reports 223 participants and $15,197,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hazen Paper Company
- EIN
- 04-1429900
- Plan number
- 002
- Plan type
- 2
- Location
- South Hadley, MA
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $15,197,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241014130651NAL0014971779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,197,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,197,541
- Net assets (BOY)
- $16,132,753
Income & contributions
- Employer contributions
- $166,048
- Participant contributions
- $667,137
- Total contributions
- $1,062,985
- Total income / additions
- $2,542,480
Expenses & distributions
- Benefits paid
- $3,418,387
- Administrative expenses
- $31,337
- Total expenses
- $3,477,692
- Net increase / (decrease)
- -$935,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,350 | $0 | 2023 |
| H & H Investment Advisors | INVESTMENT ADVISORY | $0 | $9,002 | 2023 |
| Usi Advisors, Inc. | INVESTMENT ADVISORY | $0 | $6,086 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hazen Paper Company
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in South Hadley, MA
- Principal Life Insurance Company — Schedule C compensation
- H & H Investment Advisors — Schedule C compensation
- Usi Advisors, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation