2023 Form 5500 filing — Battle Lumber Company 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 20240709162130NAL0015812001001) for Battle Lumber Company 401(K) Profit Sharing Plan, reported by Battle Lumber Company, Inc. under EIN 58-1180138 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709162130NAL0015812001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Battle Lumber Company, Inc.
- EIN
- 58-1180138
- Plan number
- 001
- Location
- Wadley, GA
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,998,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,998,427
- Employer contributions
- $552,513
- Participant contributions
- $887,017
- Total income / additions
- $3,528,815
- Benefits paid
- $1,514,146
- Administrative expenses
- $56,192
- Total expenses
- $1,570,338
- Net increase / (decrease)
- $1,958,477
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,191 | $0 |
| Wells Fargo Advisors Financial Netw | INVESTMENT ADVISORY | $0 | $33,753 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |