2023 Form 5500 filing — Ashby Lumber Company 401(K) Profit Sharing 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 20241014171554NAL0026811745001) for Ashby Lumber Company 401(K) Profit Sharing Plan, reported by Ashby Lumber Company under EIN 94-2148502 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171554NAL0026811745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ashby Lumber Company
- EIN
- 94-2148502
- Plan number
- 002
- Location
- Berkeley, CA
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,276,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,276,131
- Employer contributions
- $887,172
- Participant contributions
- $446,419
- Total income / additions
- $3,502,417
- Benefits paid
- $808,912
- Administrative expenses
- $72,798
- Total expenses
- $881,710
- Net increase / (decrease)
- $2,620,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $44,459 | $0 |
| Pure Financial | INVESTMENT ADVISOR | $21,549 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $6,790 | $0 |