2023 Form 5500 filing — Lone Rock Resources 401(K) And 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 20241015172026NAL0029233009001) for Lone Rock Resources 401(K) And Profit Sharing Plan, reported by Lone Rock Timber Management Company under EIN 93-0376389 and plan number 002. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172026NAL0029233009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lone Rock Timber Management Company
- EIN
- 93-0376389
- Plan number
- 002
- Location
- Roseburg, OR
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,647,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,647,768
- Employer contributions
- $883,452
- Participant contributions
- $1,129,895
- Total income / additions
- $6,783,384
- Benefits paid
- $4,012,342
- Administrative expenses
- $73,132
- Total expenses
- $4,093,796
- Net increase / (decrease)
- $2,689,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $54,420 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,412 | $0 |
| Qdro Consultants Co LLC | CONTRACT ADMIN | $300 | not reported in the loaded dataset |