2023 Form 5500 filing — Jackson Lumber & Millwork Co, Inc. 401k 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 20240604085152NAL0019192993001) for Jackson Lumber & Millwork Co, Inc. 401k Plan, reported by Jackson Lumber & Millwork Company, Inc. under EIN 04-2022453 and plan number 002. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240604085152NAL0019192993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Lumber & Millwork Company, Inc.
- EIN
- 04-2022453
- Plan number
- 002
- Location
- Lawrence, MA
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,295,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,295,462
- Employer contributions
- $228,045
- Participant contributions
- $871,160
- Total income / additions
- $3,846,263
- Benefits paid
- $2,875,743
- Administrative expenses
- $14,867
- Total expenses
- $2,910,067
- Net increase / (decrease)
- $936,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nylink Insurance Agency Inc | SHAREHOLDER SERVICE PROV | $0 | $28,945 |
| Angell Pension Group, Inc | THIRD PARTY ADMINISTRATO | $1,500 | $12,479 |
| Caron Bletzer | AUDITOR | $10,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,379 | $0 |