2023 Form 5500 filing — North Santiam Paving Co. 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 20241216164710NAL0000924547001) for North Santiam Paving Co. 401(K) Profit Sharing Plan, reported by North Santiam Paving Company under EIN 93-0627856 and plan number 003. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216164710NAL0000924547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Santiam Paving Company
- EIN
- 93-0627856
- Plan number
- 003
- Location
- Stayton, OR
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,380,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,380,561
- Employer contributions
- $158,536
- Participant contributions
- $581,465
- Total income / additions
- $1,997,963
- Benefits paid
- $478,237
- Administrative expenses
- $53,265
- Total expenses
- $531,502
- Net increase / (decrease)
- $1,466,461
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $34,618 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,069 | $0 |
| Prime Retirement Solutions LLC | CONTRACT ADMIN | $2,000 | not reported in the loaded dataset |