2023 Form 5500 filing — Macdonald & Owen Veneer & Lumber Co., Inc. 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 20240801140016NAL0023761921001) for Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan, reported by Macdonald & Owen Veneer & Lumber Co., Inc. under EIN 41-0964059 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801140016NAL0023761921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Macdonald & Owen Veneer & Lumber Co., Inc.
- EIN
- 41-0964059
- Plan number
- 001
- Location
- West Salem, WI
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,571,724
- Total liabilities (EOY)
- $1,045
- Net assets (EOY)
- $12,570,679
- Employer contributions
- $424,106
- Participant contributions
- $731,781
- Total income / additions
- $2,663,247
- Benefits paid
- $328,152
- Administrative expenses
- $59,431
- Total expenses
- $387,583
- Net increase / (decrease)
- $2,275,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $33,766 | not reported in the loaded dataset |
| Orgel Wealth Management | INVESTMENT ADVISOR | $25,111 | not reported in the loaded dataset |