Plan5500

Appvion, LLC Retirement Savings Plan — Form 5500 plan (Appvion, 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, Appvion, LLC Retirement Savings Plan is a benefit plan reported by Appvion, LLC under EIN 87-3735970 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $72,198,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appvion, LLC
EIN
87-3735970
Plan number
001
Plan type
2
Location
Appleton, WI
Latest filing year
2023
Participants
590
End-of-year plan assets
$72,198,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023590H, C20241014112619NAL0014839331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,198,818
Total liabilities (EOY)
$0
Net assets (EOY)
$72,198,818
Net assets (BOY)
$66,107,493

Income & contributions

Employer contributions
$2,851,077
Participant contributions
$3,225,539
Total contributions
$7,259,388
Total income / additions
$17,978,944

Expenses & distributions

Benefits paid
$11,760,573
Administrative expenses
$127,046
Total expenses
$11,887,619
Net increase / (decrease)
$6,091,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$83,557$02023
Independent FinancialINVESTMENT ADVISORY$32,614$112023
Independent Financial PaINVESTMENT ADVISORY$10,875not reported in the loaded dataset2023

Related Form 5500 pages