2023 Form 5500 filing — Great Lakes Veneer, Inc. Savings And Retirement 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 20241010115643NAL0033980528001) for Great Lakes Veneer, Inc. Savings And Retirement Plan, reported by Great Lakes Veneer, Inc. under EIN 39-1034902 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115643NAL0033980528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Lakes Veneer, Inc.
- EIN
- 39-1034902
- Plan number
- 001
- Location
- Marion, WI
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,843,178
- Total liabilities (EOY)
- $14,887
- Net assets (EOY)
- $24,828,291
- Employer contributions
- $248,491
- Participant contributions
- $576,384
- Total income / additions
- $5,849,872
- Benefits paid
- $5,305,715
- Administrative expenses
- $75,733
- Total expenses
- $5,384,858
- Net increase / (decrease)
- $465,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,394 | $0 |
| Usi Securities Inc | OTHER SERVICES | $0 | $13,580 |
| The Retirement Advantage Inc | OTHER SERVICES | $0 | $9,666 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |