New-Indy Containerboard LLC - Mill Division 401k Retirement Savings Plan — Form 5500 plan (New-Indy Containerboard 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, New-Indy Containerboard LLC - Mill Division 401k Retirement Savings Plan is a benefit plan reported by New-Indy Containerboard LLC under EIN 61-1685759 and plan number 001. The latest loaded filing year is 2023. The filing reports 920 participants and $120,446,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New-Indy Containerboard LLC
- EIN
- 61-1685759
- Plan number
- 001
- Plan type
- 2
- Location
- Ontario, CA
- Latest filing year
- 2023
- Participants
- 920
- End-of-year plan assets
- $120,446,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 920 | H, C | 20241015095621NAL0055460690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,446,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,446,018
- Net assets (BOY)
- $100,930,723
Income & contributions
- Employer contributions
- $5,432,648
- Participant contributions
- $7,100,198
- Total contributions
- $14,445,472
- Total income / additions
- $32,002,941
Expenses & distributions
- Benefits paid
- $12,310,162
- Administrative expenses
- $176,505
- Total expenses
- $12,487,646
- Net increase / (decrease)
- $19,515,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY PLAN SPONSOR | $116,505 | $0 | 2023 |
| Sageview Advisory Group LLC | RETAINED BY PLAN SPONSOR | $60,000 | not reported in the loaded dataset | 2023 |