2023 Form 5500 filing — Bell Lumber & Pole 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 20241015165413NAL0016916515001) for Bell Lumber & Pole Company 401(K) Profit Sharing Plan, reported by Bell Lumber & Pole Company under EIN 41-0144340 and plan number 004. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165413NAL0016916515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bell Lumber & Pole Company
- EIN
- 41-0144340
- Plan number
- 004
- Location
- New Brighton, MN
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,059,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,059,852
- Employer contributions
- $1,218,648
- Participant contributions
- $1,033,924
- Total income / additions
- $5,393,226
- Benefits paid
- $561,505
- Administrative expenses
- $43,261
- Total expenses
- $604,766
- Net increase / (decrease)
- $4,788,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $22,650 | not reported in the loaded dataset |
| Intellicents Investment Solutions | NONE | $20,611 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |