2023 Form 5500 filing — Vaagen Bros Lumber Inc 401(K) Savings Plan And Trust
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 20240830081828NAL0008238051001) for Vaagen Bros Lumber Inc 401(K) Savings Plan And Trust, reported by Vaagen Bros Lumber Inc under EIN 91-0862262 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830081828NAL0008238051001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vaagen Bros Lumber Inc
- EIN
- 91-0862262
- Plan number
- 001
- Location
- Colville, WA
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,100,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,100,829
- Employer contributions
- $301,935
- Participant contributions
- $1,366,094
- Total income / additions
- $4,551,677
- Benefits paid
- $1,464,571
- Administrative expenses
- $83,879
- Total expenses
- $1,548,450
- Net increase / (decrease)
- $3,003,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $46,167 | $20 |
| Principal Life Insurance Company | CONTRACT DMINISTRATOR | $33,064 | $0 |
| Randall & Hurley, Inc | CONTRACT ADMINISTRATOR | $7,875 | $5,585 |