2023 Form 5500 filing — Port Townsend Paper Corp. Retirement Savings And Investment Plan And Trust
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 20241015190157NAL0029447729001) for Port Townsend Paper Corp. Retirement Savings And Investment Plan And Trust, reported by Port Townsend Paper Corporation under EIN 91-1226624 and plan number 002. It reports 420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190157NAL0029447729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Port Townsend Paper Corporation
- EIN
- 91-1226624
- Plan number
- 002
- Location
- Port Townsend, WA
- Participants
- 420
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,984,793
- Total liabilities (EOY)
- $50,723
- Net assets (EOY)
- $62,934,070
- Employer contributions
- $1,796,054
- Participant contributions
- $2,228,511
- Total income / additions
- $13,810,777
- Benefits paid
- $6,782,144
- Administrative expenses
- $115,573
- Total expenses
- $6,972,469
- Net increase / (decrease)
- $6,838,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services | NONE | $55,514 | not reported in the loaded dataset |
| Lucid Advisors, Inc. | NONE | $26,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $24,341 | $0 |