2023 Form 5500 filing — Bliffert Lumber & Fuel Company Inc. Profit Sharing 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 20240930142434NAL0005798065001) for Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan, reported by Bliffert Lumber & Fuel Company Inc. under EIN 39-0170225 and plan number 002. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930142434NAL0005798065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bliffert Lumber & Fuel Company Inc.
- EIN
- 39-0170225
- Plan number
- 002
- Location
- Oak Creek, WI
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,139,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,139,035
- Employer contributions
- $934,135
- Participant contributions
- $1,161,153
- Total income / additions
- $5,656,716
- Benefits paid
- $272,717
- Administrative expenses
- $10,004
- Total expenses
- $282,721
- Net increase / (decrease)
- $5,373,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ppg Retirement Plan Services Ltd | THIRD PARTY ADMINISTRATO | $0 | $6,292 |
| Morningstar | INVESTMENT ADVISORY | $0 | $2,226 |