2023 Form 5500 filing — Penn Jersey Paper Company 401(K) 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 20241014143515NAL0015115075001) for Penn Jersey Paper Company 401(K) Profit Sharing Plan, reported by Penn Jersey Paper Paper Company under EIN 87-2383181 and plan number 002. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143515NAL0015115075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Jersey Paper Paper Company
- EIN
- 87-2383181
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,489,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,489,026
- Employer contributions
- $327,673
- Participant contributions
- $798,707
- Total income / additions
- $3,020,556
- Benefits paid
- $4,331,485
- Administrative expenses
- $59,264
- Total expenses
- $4,390,749
- Net increase / (decrease)
- -$1,370,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | SERVICE PROVIDER | $0 | $17,500 |
| Penn Jersey Paper Company | SERVICE PROVIDER | $13,024 | not reported in the loaded dataset |
| Cbiz Benefits And Insurance Service | THIRD PARTY ADMINISTRATOR | $0 | $10,192 |
| Tycor Benefit Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $0 | $3,670 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |