2023 Form 5500 filing — Dacotah Paper Company Employees Profit Sharing 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 20240927135956NAL0001306547001) for Dacotah Paper Company Employees Profit Sharing Plan, reported by Dacotah Paper Company under EIN 45-0233031 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927135956NAL0001306547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dacotah Paper Company
- EIN
- 45-0233031
- Plan number
- 001
- Location
- Fargo, ND
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,042,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,042,468
- Employer contributions
- $236,760
- Participant contributions
- $589,011
- Total income / additions
- $3,548,793
- Benefits paid
- $2,485,080
- Administrative expenses
- $63,660
- Total expenses
- $2,573,917
- Net increase / (decrease)
- $974,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bancwest Investment Services | INVESTMENT ADVISORY | $20,446 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $3,075 | $8,424 |
| Empower Advisory Group | INVESTMENT MGMT | $6,190 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $4,694 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,060 | $0 |