Case Paper Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Case Paper Co., Inc.)

Plain-English plan 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, Case Paper Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Case Paper Co., Inc. under EIN 11-1945820 and plan number 004. The latest loaded filing year is 2023. The filing reports 373 participants and $16,618,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Case Paper Co., Inc.
EIN
11-1945820
Plan number
004
Plan type
2
Location
Harrison, NY
Latest filing year
2023
Participants
373
End-of-year plan assets
$16,618,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023373H, C20241015090748NAL0027905169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,618,922
Total liabilities (EOY)
$63,414
Net assets (EOY)
$16,555,508
Net assets (BOY)
$16,611,937

Income & contributions

Employer contributions
$49,904
Participant contributions
$1,062,042
Total contributions
$1,393,308
Total income / additions
$3,808,443

Expenses & distributions

Benefits paid
$3,584,983
Administrative expenses
$221,380
Total expenses
$3,864,872
Net increase / (decrease)
-$56,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services LLCINVESTMENT ADVISOR$165,867not reported in the loaded dataset2023
Empower Life & Annuity Insurance CoRECORDKEEPER$57,397$02023

Related Form 5500 pages