Candlewick Press 401(K) Plan — Form 5500 plan (Candlewick Press, Inc.)

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, Candlewick Press 401(K) Plan is a benefit plan reported by Candlewick Press, Inc. under EIN 04-3113974 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $23,916,032 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Candlewick Press, Inc.
EIN
04-3113974
Plan number
002
Plan type
2
Location
Somerville, MA
Latest filing year
2023
Participants
165
End-of-year plan assets
$23,916,032

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20250123140836NAL0006735169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,916,032
Total liabilities (EOY)
$9,721
Net assets (EOY)
$23,906,311
Net assets (BOY)
$20,012,855

Income & contributions

Employer contributions
$208,743
Participant contributions
$1,116,858
Total contributions
$1,325,601
Total income / additions
$4,966,282

Expenses & distributions

Benefits paid
$973,652
Administrative expenses
$99,174
Total expenses
$1,072,826
Net increase / (decrease)
$3,893,456

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsN/A$54,141not reported in the loaded dataset2023
John Hancock UsaN/A$43,503$02023
Sentinel Benefits Group, Inc.N/A$1,530not reported in the loaded dataset2023

Related Form 5500 pages