Port Townsend Paper Corp. Retirement Savings And Investment Plan And Trust — Form 5500 plan (Port Townsend Paper Corporation)
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, Port Townsend Paper Corp. Retirement Savings And Investment Plan And Trust is a benefit plan reported by Port Townsend Paper Corporation under EIN 91-1226624 and plan number 002. The latest loaded filing year is 2023. The filing reports 420 participants and $62,984,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Port Townsend Paper Corporation
- EIN
- 91-1226624
- Plan number
- 002
- Plan type
- 2
- Location
- Port Townsend, WA
- Latest filing year
- 2023
- Participants
- 420
- End-of-year plan assets
- $62,984,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 420 | H, C | 20241015190157NAL0029447729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,984,793
- Total liabilities (EOY)
- $50,723
- Net assets (EOY)
- $62,934,070
- Net assets (BOY)
- $56,095,762
Income & contributions
- Employer contributions
- $1,796,054
- Participant contributions
- $2,228,511
- Total contributions
- $4,106,149
- Total income / additions
- $13,810,777
Expenses & distributions
- Benefits paid
- $6,782,144
- Administrative expenses
- $115,573
- Total expenses
- $6,972,469
- Net increase / (decrease)
- $6,838,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services | NONE | $55,514 | not reported in the loaded dataset | 2023 |
| Lucid Advisors, Inc. | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $24,341 | $0 | 2023 |