2023 Form 5500 filing — Strait And Lamp Lumber Company, Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240423092234NAL0001647504001) for Strait And Lamp Lumber Company, Inc. 401(K) Profit Sharing Plan, reported by Strait And Lamp Lumber Company, Inc under EIN 31-4417230 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240423092234NAL0001647504001
Filing year
2023
Form type
2
Plan sponsor
Strait And Lamp Lumber Company, Inc
EIN
31-4417230
Plan number
001
Location
Columbus, OH
Participants
218
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,289,624
Total liabilities (EOY)
$0
Net assets (EOY)
$11,289,624
Employer contributions
$143,722
Participant contributions
$745,498
Total income / additions
$2,538,602
Benefits paid
$727,235
Administrative expenses
$58,995
Total expenses
$786,230
Net increase / (decrease)
$1,752,372
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Oppenheimer & Co, IncINVESTMENT ADVISOR$24,764not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$18,711$0
Pw PartnersOTHER$7,500not reported in the loaded dataset
Rea & AssociatesCONTRACT ADMIN$6,790not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$1,230not reported in the loaded dataset

Related Form 5500 pages