401(K) Plan For The Non-Bargaining Employees Of Twin Rivers Paper Company LLC — Form 5500 plan (Twin Rivers Paper Company LLC)

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, 401(K) Plan For The Non-Bargaining Employees Of Twin Rivers Paper Company LLC is a benefit plan reported by Twin Rivers Paper Company LLC under EIN 27-1723368 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $47,702,486 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$47.7MPlan net assets, end of year$47,702,420
Participants173Covered participants reported
Assets / participant$275.7KComputed: assets ÷ participants$275,737 (computed)
Provider compensationNone reported4 Schedule C provider row(s)
Plan sponsor
Twin Rivers Paper Company LLC
EIN
27-1723368
Plan number
001
Plan type
2
Location
Madawaska, ME
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241008130207NAL0009675603001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$47.7M total assets
Net assets$47.7MLiabilities$66
Money in vs. money out
Total income / additions$10.8M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$1.2M
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$47,702,486
Total liabilities (EOY)
$66
Net assets (EOY)
$47,702,420
Net assets (BOY)
$38,306,261

Income & contributions

Employer contributions
$1,193,807
Participant contributions
$1,845,248
Total contributions
$3,196,537
Total income / additions
$10,794,961

Expenses & distributions

Benefits paid
$1,789,331
Administrative expenses
$1,358
Total expenses
$1,790,689
Net increase / (decrease)
$9,004,272
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fisher InvestmentsINVESTMENT ADVISOR$7,898not reported in the loaded dataset2023
Chester M. KearneyACCOUNTANT/AUDITOR$7,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$6,599not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$24,009$02023

Related Form 5500 pages