2023 Form 5500 filing — Bennett Lumber Products, Inc. 401(K) 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 20240923110112NAL0015317488001) for Bennett Lumber Products, Inc. 401(K) Plan, reported by Bennett Lumber Products, Inc. under EIN 91-0726966 and plan number 002. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923110112NAL0015317488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bennett Lumber Products, Inc.
- EIN
- 91-0726966
- Plan number
- 002
- Location
- Princeton, ID
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,512,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,512,714
- Employer contributions
- $633,815
- Participant contributions
- $1,056,513
- Total income / additions
- $5,592,586
- Benefits paid
- $4,074,830
- Administrative expenses
- $132,694
- Total expenses
- $4,207,524
- Net increase / (decrease)
- $1,385,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $67,910 | not reported in the loaded dataset |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $51,784 | not reported in the loaded dataset |
| Presnell Gage, Pllc | AUDITOR | $13,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |