2023 Form 5500 filing — O. C. Cluss Lumber Company Employees 401(K) Profit Sharing Plan And Trust
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 20241014134050NAL0044697104001) for O. C. Cluss Lumber Company Employees 401(K) Profit Sharing Plan And Trust, reported by O. C. Cluss Lumber Company under EIN 25-0410150 and plan number 002. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134050NAL0044697104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O. C. Cluss Lumber Company
- EIN
- 25-0410150
- Plan number
- 002
- Location
- Uniontown, PA
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,209,512
- Total liabilities (EOY)
- $65
- Net assets (EOY)
- $13,209,447
- Employer contributions
- $58,537
- Participant contributions
- $370,279
- Total income / additions
- $2,346,792
- Benefits paid
- $1,089,047
- Administrative expenses
- $55,417
- Total expenses
- $1,144,464
- Net increase / (decrease)
- $1,202,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $30,654 | not reported in the loaded dataset |
| Smith Lewis Chess & Company Llp | AUDITOR | $18,500 | not reported in the loaded dataset |
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $250 | $10,000 |
| Empower Annuity Insurance | RECORDKEEPER | $8,180 | $0 |