2023 Form 5500 filing — Nelson Lumber & Home, Inc. Restated Employee Stock Ownership 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 20240916074943NAL0001247553001) for Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan And Trust, reported by Nelson Lumber & Home, Inc. under EIN 39-1382132 and plan number 001. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.3MReported net assets$7,284,017
Participants40
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240916074943NAL0001247553001
- Plan sponsor
- Nelson Lumber & Home, Inc.
- EIN
- 39-1382132
- Plan number
- 001
- Location
- Hayward, WI
- 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)$7.7M total assets
Net assets$7.3MLiabilities$462K
Full reported line items
- Total assets (EOY)
- $7,746,045
- Total liabilities (EOY)
- $462,028
- Net assets (EOY)
- $7,284,017
- Employer contributions
- $437,853
- Total income / additions
- $2,228,104
- Benefits paid
- $1,057,843
- Total expenses
- $1,057,843
- Net increase / (decrease)
- $1,170,261