Jackson Paper Manufacturing Company Retirement Savings Plan — Form 5500 plan (Jackson Paper Manufacturing 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, Jackson Paper Manufacturing Company Retirement Savings Plan is a benefit plan reported by Jackson Paper Manufacturing Company under EIN 58-2139114 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $19,914,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Paper Manufacturing Company
- EIN
- 58-2139114
- Plan number
- 001
- Plan type
- 2
- Location
- Sylva, NC
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $19,914,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20240807102701NAL0002046339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,914,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,914,348
- Net assets (BOY)
- $17,912,692
Income & contributions
- Employer contributions
- $721,836
- Participant contributions
- $1,009,583
- Total contributions
- $1,731,419
- Total income / additions
- $4,200,085
Expenses & distributions
- Benefits paid
- $2,108,163
- Administrative expenses
- $81,019
- Total expenses
- $2,198,429
- Net increase / (decrease)
- $2,001,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $59,153 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | INVESTMENT ADVISOR | $21,866 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Paper Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Sylva, NC
- Empower Advisory Group, LLC — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation