2023 Form 5500 filing — Edmund A. Allen Lumber Company Employee Stock Ownership 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 20240827125324NAL0017661744001) for Edmund A. Allen Lumber Company Employee Stock Ownership Plan, reported by Edmund A. Allen Lumber Company under EIN 36-0717800 and plan number 002. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27MReported net assets$26,995,293
Participants80
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240827125324NAL0017661744001
Plan sponsor
Edmund A. Allen Lumber Company
EIN
36-0717800
Plan number
002
Location
Momence, IL
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$27.8M total assets
Net assets$27MLiabilities$771K
Money in vs. money out
Total income / additions$10.6M
Total expenses$3M
Benefits paid / distributions$3M
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$27,766,331
Total liabilities (EOY)
$771,038
Net assets (EOY)
$26,995,293
Employer contributions
$0
Participant contributions
$0
Total income / additions
$10,597,935
Benefits paid
$3,003,434
Administrative expenses
$0
Total expenses
$3,029,722
Net increase / (decrease)
$7,568,213

Related Form 5500 pages