Original filing (PDF)20250410115600NAL0011732691001

HERITAGE PAPER COMPANY

Name: HERITAGE PAPER COMPANY — HERITAGE PAPER COMPANY PROFIT SHARING & SALARY SAVINGS PLAN, Form 5500 (2023)
Creator: HERITAGE PAPER COMPANY

Form 5500-SF

FILING_RECEIVED

HERITAGE PAPER COMPANY PROFIT SHARING & SALARY SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE PAPER COMPANY.

Plan sponsor

Name

HERITAGE PAPER COMPANY

EIN

95-3218907

Address

2400 SOUTH GRAND AVENUE · SANTA ANA, CA · 92705

Phone

(714) 540-9751

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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