2023 Form 5500 filing — Ahlstrom Retirement Savings 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 20241002093608NAL0014684864001) for Ahlstrom Retirement Savings Plan, reported by Ahlstrom Usa Inc. under EIN 13-3509370 and plan number 005. It reports 3,206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002093608NAL0014684864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ahlstrom Usa Inc.
- EIN
- 13-3509370
- Plan number
- 005
- Location
- Windsor Locks, CT
- Participants
- 3,206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $497,131,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $497,131,231
- Employer contributions
- $16,466,892
- Participant contributions
- $21,192,962
- Total income / additions
- $119,163,196
- Benefits paid
- $51,270,289
- Administrative expenses
- $345,007
- Total expenses
- $51,602,149
- Net increase / (decrease)
- $67,561,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $131,626 | not reported in the loaded dataset |
| Verrill & Dana Llp | ATTORNEY/LEGAL | $77,409 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $68,225 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $17,426 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$149,114 | $0 |