2023 Form 5500 filing — Pleasant River Lumber Company 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 20241011101414NAL0022548529003) for Pleasant River Lumber Company 401(K) Plan, reported by Pleasant River Lumber Company under EIN 01-0465420 and plan number 001. It reports 803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101414NAL0022548529003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pleasant River Lumber Company
- EIN
- 01-0465420
- Plan number
- 001
- Location
- Dover-Foxcroft, ME
- Participants
- 803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,231,296
- Net assets (EOY)
- $19,231,296
- Employer contributions
- $1,039,853
- Participant contributions
- $1,753,970
- Total income / additions
- $7,841,964
- Benefits paid
- $6,360,974
- Administrative expenses
- $86,229
- Total expenses
- $6,450,779
- Net increase / (decrease)
- $1,391,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sagepoint Financial Inc | INVESTMENT ADVISOR | $30,583 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,179 | $0 |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $9,397 | not reported in the loaded dataset |
| Downeast Pension Services Inc | TPA | $9,200 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $7,523 | not reported in the loaded dataset |