The Millcraft Paper Company Savings & Investment Plan — Form 5500 plan (The Millcraft 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, The Millcraft Paper Company Savings & Investment Plan is a benefit plan reported by The Millcraft Paper Company under EIN 34-0401595 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $20,780,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Millcraft Paper Company
- EIN
- 34-0401595
- Plan number
- 001
- Plan type
- 2
- Location
- Independence, OH
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $20,780,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20240807191506NAL0006854128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,780,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,780,508
- Net assets (BOY)
- $16,936,878
Income & contributions
- Employer contributions
- $500,000
- Participant contributions
- $1,420,821
- Total contributions
- $2,009,477
- Total income / additions
- $4,861,853
Expenses & distributions
- Benefits paid
- $910,347
- Administrative expenses
- $106,774
- Total expenses
- $1,018,223
- Net increase / (decrease)
- $3,843,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Financial Solutions Inc | INVESTMENT ADVISOR | $47,087 | not reported in the loaded dataset | 2023 |
| Empower Annuity | RECORDKEEPER | $44,833 | $0 | 2023 |
| Cohen & Company | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance | CONTRACT ADMIN | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Millcraft Paper Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Independence, OH
- Cbiz Financial Solutions Inc — Schedule C compensation
- Empower Annuity — Schedule C compensation
- Cohen & Company — Schedule C compensation
- Cbiz Benefits & Insurance — Schedule C compensation