New Indy Container Board Packaging 401(K) Retirement Plan — Form 5500 plan (New-Indy Containerboard, LLC)

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, New Indy Container Board Packaging 401(K) Retirement Plan is a benefit plan reported by New-Indy Containerboard, LLC under EIN 61-1685759 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,436 participants and $49,275,405 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New-Indy Containerboard, LLC
EIN
61-1685759
Plan number
002
Plan type
2
Location
Ontario, CA
Latest filing year
2023
Participants
1,436
End-of-year plan assets
$49,275,405

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,436H, C20241015101941NAL0048806240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,275,405
Total liabilities (EOY)
$0
Net assets (EOY)
$49,275,405
Net assets (BOY)
$41,166,949

Income & contributions

Employer contributions
$2,392,394
Participant contributions
$4,111,548
Total contributions
$7,191,254
Total income / additions
$13,878,679

Expenses & distributions

Benefits paid
$5,588,056
Administrative expenses
$182,167
Total expenses
$5,770,223
Net increase / (decrease)
$8,108,456

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvsRETAINED BY PLAN SPONSOR$137,167$02023
Sageview AdvisorsRETAINED BY PLAN SPONSOR$45,000not reported in the loaded dataset2023

Related Form 5500 pages