2023 Form 5500 filing — R.P. Lumber & Plummer Companies 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 20241012114420NAL0011727219001) for R.P. Lumber & Plummer Companies 401(K) Plan, reported by R.P. Lumber Co., Inc. under EIN 37-1056629 and plan number 001. It reports 1,343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012114420NAL0011727219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.P. Lumber Co., Inc.
- EIN
- 37-1056629
- Plan number
- 001
- Location
- Edwardsville, IL
- Participants
- 1,343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,631,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,631,989
- Employer contributions
- $343,975
- Participant contributions
- $2,935,369
- Total income / additions
- $7,533,319
- Benefits paid
- $5,083,741
- Administrative expenses
- $156,935
- Total expenses
- $5,256,056
- Net increase / (decrease)
- $2,277,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $82,147 | $0 |
| Pension Consultants, Inc. | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset |
| Scheffel Boyle | ACCOUNTANT/AUDITOR | $10,300 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $9,488 | not reported in the loaded dataset |