Roosevelt Paper Company 401(K) Retirement Savings Plan — Form 5500 plan (Roosevelt Paper 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, Roosevelt Paper Company 401(K) Retirement Savings Plan is a benefit plan reported by Roosevelt Paper Company under EIN 23-1514696 and plan number 002. The latest loaded filing year is 2023. The filing reports 261 participants and $47,675,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roosevelt Paper Company
- EIN
- 23-1514696
- Plan number
- 002
- Plan type
- 2
- Location
- Mt. Laurel, NJ
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $47,675,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241011120659NAL0010899363002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,675,667
- Net assets (EOY)
- $47,675,667
- Net assets (BOY)
- $49,395,729
Income & contributions
- Employer contributions
- $660,283
- Participant contributions
- $1,413,876
- Total contributions
- $2,103,677
- Total income / additions
- $9,340,158
Expenses & distributions
- Benefits paid
- $11,055,807
- Administrative expenses
- $2,974
- Total expenses
- $11,060,220
- Net increase / (decrease)
- -$1,720,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |