Korber Tissue, Inc. Savings & Retirement Plan — Form 5500 plan (Korber Tissue, 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, Korber Tissue, Inc. Savings & Retirement Plan is a benefit plan reported by Korber Tissue, Inc. under EIN 39-1293717 and plan number 003. The latest loaded filing year is 2023. The filing reports 136 participants and $33,434,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Korber Tissue, Inc.
- EIN
- 39-1293717
- Plan number
- 003
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $33,434,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240924123524NAL0026187554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,434,297
- Total liabilities (EOY)
- $466
- Net assets (EOY)
- $33,433,831
- Net assets (BOY)
- $26,747,390
Income & contributions
- Employer contributions
- $655,861
- Participant contributions
- $1,073,930
- Total contributions
- $2,505,271
- Total income / additions
- $7,522,252
Expenses & distributions
- Benefits paid
- $808,918
- Administrative expenses
- $26,893
- Total expenses
- $835,811
- Net increase / (decrease)
- $6,686,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | SERVICE PROVIDER | $0 | $51,682 | 2023 |
| Cetera Investment Advisers, LLC | SERVICE PROVIDER | $0 | $22,734 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $11,972 | not reported in the loaded dataset | 2023 |
| Latitude Service Company,Inc. | TPA | $0 | $11,173 | 2023 |
| Bene Trak, Inc. | TPA | $0 | $3,339 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Korber Tissue, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Green Bay, WI
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisers, LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Latitude Service Company,Inc. — Schedule C compensation
- Bene Trak, Inc. — Schedule C compensation