2023 Form 5500 filing — Spahn & Rose Lumber Co Employees 401(K) Psp
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 20240925085028NAL0008162851001) for Spahn & Rose Lumber Co Employees 401(K) Psp, reported by Spahn & Rose Lumber Co. under EIN 42-0536450 and plan number 001. It reports 477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925085028NAL0008162851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spahn & Rose Lumber Co.
- EIN
- 42-0536450
- Plan number
- 001
- Location
- Dubuque, IA
- Participants
- 477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,479,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,479,569
- Employer contributions
- $1,247,851
- Participant contributions
- $1,256,664
- Total income / additions
- $6,696,081
- Benefits paid
- $4,356,302
- Administrative expenses
- $72,096
- Total expenses
- $4,460,815
- Net increase / (decrease)
- $2,235,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $38,938 | $0 |
| Global Retirement Partners | NONE | $38,360 | not reported in the loaded dataset |