Dixon Ticonderoga Company 401(K) Plan — Form 5500 plan (Dixon Ticonderoga Company)
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, Dixon Ticonderoga Company 401(K) Plan is a benefit plan reported by Dixon Ticonderoga Company under EIN 23-0973760 and plan number 016. The latest loaded filing year is 2023. The filing reports 275 participants and $28,335,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dixon Ticonderoga Company
- EIN
- 23-0973760
- Plan number
- 016
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $28,335,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241001064052NAL0003105283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,335,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,335,604
- Net assets (BOY)
- $28,366,638
Income & contributions
- Employer contributions
- $887,992
- Participant contributions
- $1,463,418
- Total contributions
- $2,446,264
- Total income / additions
- $6,442,786
Expenses & distributions
- Benefits paid
- $6,342,110
- Administrative expenses
- $131,710
- Total expenses
- $6,473,820
- Net increase / (decrease)
- -$31,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors | INVESTMENT ADVISORY | $67,007 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,703 | $0 | 2023 |
| Blue Chip Retirement Plans Inc. | CONTRACT ADMIN | $139 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dixon Ticonderoga Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- Spectrum Investment Advisors — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Blue Chip Retirement Plans Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation