Santee Print Works Retirement Plan — Form 5500 plan (Santee Print Works)
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, Santee Print Works Retirement Plan is a benefit plan reported by Santee Print Works under EIN 13-5552047 and plan number 001. The latest loaded filing year is 2023. The filing reports 623 participants and $26,574,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santee Print Works
- EIN
- 13-5552047
- Plan number
- 001
- Plan type
- 2
- Location
- Sumter, SC
- Latest filing year
- 2023
- Participants
- 623
- End-of-year plan assets
- $26,574,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 623 | H, C | 20250414145535NAL0001836241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,574,972
- Total liabilities (EOY)
- $1,428,355
- Net assets (EOY)
- $25,146,617
- Net assets (BOY)
- $24,890,587
Income & contributions
- Employer contributions
- $176,810
- Total contributions
- $176,810
- Total income / additions
- $2,466,906
Expenses & distributions
- Benefits paid
- $2,070,826
- Administrative expenses
- $140,050
- Total expenses
- $2,210,876
- Net increase / (decrease)
- $256,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metropolitan Life Insurance Co. | INVESTMENT MGR | $79,660 | not reported in the loaded dataset | 2023 |
| Boston Wealth Management | INVESTMENT MGR | $60,390 | not reported in the loaded dataset | 2023 |