2023 Form 5500 filing — Korber Tissue, Inc. Savings & Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924123524NAL0026187554001) for Korber Tissue, Inc. Savings & Retirement Plan, reported by Korber Tissue, Inc. under EIN 39-1293717 and plan number 003. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924123524NAL0026187554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Korber Tissue, Inc.
- EIN
- 39-1293717
- Plan number
- 003
- Location
- Green Bay, WI
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,434,297
- Total liabilities (EOY)
- $466
- Net assets (EOY)
- $33,433,831
- Employer contributions
- $655,861
- Participant contributions
- $1,073,930
- Total income / additions
- $7,522,252
- Benefits paid
- $808,918
- Administrative expenses
- $26,893
- Total expenses
- $835,811
- Net increase / (decrease)
- $6,686,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | SERVICE PROVIDER | $0 | $51,682 |
| Cetera Investment Advisers, LLC | SERVICE PROVIDER | $0 | $22,734 |
| Morningstar Investment Management | SERVICE PROVIDER | $11,972 | not reported in the loaded dataset |
| Latitude Service Company,Inc. | TPA | $0 | $11,173 |
| Bene Trak, Inc. | TPA | $0 | $3,339 |