Cascades 401(K) Savings And Retirement Plan — Form 5500 plan (Cascades Usa 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, Cascades 401(K) Savings And Retirement Plan is a benefit plan reported by Cascades Usa Inc. under EIN 68-0592968 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,895 participants and $162,435,400 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cascades Usa Inc.
EIN
68-0592968
Plan number
004
Plan type
2
Location
Niagara Falls, NY
Latest filing year
2023
Participants
2,895
End-of-year plan assets
$162,435,400

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,895H, C20241015135848NAL0056501154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,435,400
Total liabilities (EOY)
$0
Net assets (EOY)
$162,435,400
Net assets (BOY)
$143,618,192

Income & contributions

Employer contributions
$4,880,348
Participant contributions
$9,959,702
Total contributions
$15,866,203
Total income / additions
$42,805,607

Expenses & distributions

Benefits paid
$20,969,251
Administrative expenses
$244,774
Total expenses
$21,230,382
Net increase / (decrease)
$21,575,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$189,949$02023
Strategic Advisors, Inc.ADVISOR$54,825not reported in the loaded dataset2023

Related Form 5500 pages