2023 Form 5500 filing — Salaried Retirement Plan Of Finch Paper, LLC
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 20241007145331NAL0015365697001) for Salaried Retirement Plan Of Finch Paper, LLC, reported by Finch Paper, LLC under EIN 26-0186669 and plan number 002. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007145331NAL0015365697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Finch Paper, LLC
- EIN
- 26-0186669
- Plan number
- 002
- Location
- Glens Falls, NY
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,528,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,528,183
- Employer contributions
- $449,360
- Total income / additions
- $2,454,760
- Benefits paid
- $2,275,047
- Administrative expenses
- $302,288
- Total expenses
- $2,577,335
- Net increase / (decrease)
- -$122,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $79,039 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $13,531 | not reported in the loaded dataset |
| Cmj, Llp | NONE | $10,750 | not reported in the loaded dataset |