2023 Form 5500 filing — Santee Print Works Retirement 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 20250414145535NAL0001836241001) for Santee Print Works Retirement Plan, reported by Santee Print Works under EIN 13-5552047 and plan number 001. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250414145535NAL0001836241001
Filing year
2023
Form type
2
Plan sponsor
Santee Print Works
EIN
13-5552047
Plan number
001
Location
Sumter, SC
Participants
623
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$26,574,972
Total liabilities (EOY)
$1,428,355
Net assets (EOY)
$25,146,617
Employer contributions
$176,810
Total income / additions
$2,466,906
Benefits paid
$2,070,826
Administrative expenses
$140,050
Total expenses
$2,210,876
Net increase / (decrease)
$256,030
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Metropolitan Life Insurance Co.INVESTMENT MGR$79,660not reported in the loaded dataset
Boston Wealth ManagementINVESTMENT MGR$60,390not reported in the loaded dataset

Related Form 5500 pages