2023 Form 5500 filing — Hazen Paper Company Salary Investment 401(K) 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 20241014130651NAL0014971779001) for Hazen Paper Company Salary Investment 401(K) Plan, reported by Hazen Paper Company under EIN 04-1429900 and plan number 002. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130651NAL0014971779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hazen Paper Company
- EIN
- 04-1429900
- Plan number
- 002
- Location
- South Hadley, MA
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,197,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,197,541
- Employer contributions
- $166,048
- Participant contributions
- $667,137
- Total income / additions
- $2,542,480
- Benefits paid
- $3,418,387
- Administrative expenses
- $31,337
- Total expenses
- $3,477,692
- Net increase / (decrease)
- -$935,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,350 | $0 |
| H & H Investment Advisors | INVESTMENT ADVISORY | $0 | $9,002 |
| Usi Advisors, Inc. | INVESTMENT ADVISORY | $0 | $6,086 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |