Penn Jersey Paper Company 401(K) Profit Sharing Plan — Form 5500 plan (Penn Jersey Paper 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, Penn Jersey Paper Company 401(K) Profit Sharing Plan is a benefit plan reported by Penn Jersey Paper Paper Company under EIN 87-2383181 and plan number 002. The latest loaded filing year is 2023. The filing reports 343 participants and $1,489,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn Jersey Paper Paper Company
- EIN
- 87-2383181
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $1,489,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20241014143515NAL0015115075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,489,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,489,026
- Net assets (BOY)
- $22,274,006
Income & contributions
- Employer contributions
- $327,673
- Participant contributions
- $798,707
- Total contributions
- $1,126,380
- Total income / additions
- $3,020,556
Expenses & distributions
- Benefits paid
- $4,331,485
- Administrative expenses
- $59,264
- Total expenses
- $4,390,749
- Net increase / (decrease)
- -$1,370,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | SERVICE PROVIDER | $0 | $17,500 | 2023 |
| Penn Jersey Paper Company | SERVICE PROVIDER | $13,024 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits And Insurance Service | THIRD PARTY ADMINISTRATOR | $0 | $10,192 | 2023 |
| Tycor Benefit Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $0 | $3,670 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penn Jersey Paper Paper Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Cbiz Investment Advisory Services — Schedule C compensation
- Penn Jersey Paper Company — Schedule C compensation
- Cbiz Benefits And Insurance Service — Schedule C compensation
- Tycor Benefit Administrators, Inc. — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation