2023 Form 5500 filing — Storehouse Multiple Employer Plan Adopted By Dunn Lumber Co., Inc.
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 20241014150952NAL0015175459001) for Storehouse Multiple Employer Plan Adopted By Dunn Lumber Co., Inc., reported by Storehouse Multiple Employer Plan Board Of Directors under EIN 46-3765488 and plan number 002. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150952NAL0015175459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Storehouse Multiple Employer Plan Board Of Directors
- EIN
- 46-3765488
- Plan number
- 002
- Location
- White Plains, NY
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,124,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,124,702
- Employer contributions
- $447,027
- Participant contributions
- $1,708,811
- Total income / additions
- $5,842,288
- Benefits paid
- $1,815,747
- Administrative expenses
- $121,034
- Total expenses
- $1,968,914
- Net increase / (decrease)
- $3,873,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services, Inc. | RECORDKEEPER | $120,020 | not reported in the loaded dataset |
| Trutina Financial | INVESTMENT ADVISORY | $1,015 | not reported in the loaded dataset |
| Reliance Trust Company | CUSTODIAL | $0 | not reported in the loaded dataset |