Arlington Coal & Lumber Co. 401(K) Retirement Plan — Form 5500 plan (Arlington Coal & Lumber Company)
Plain-English plan 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, Arlington Coal & Lumber Co. 401(K) Retirement Plan is a benefit plan reported by Arlington Coal & Lumber Company under EIN 04-1040820 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $16,279,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arlington Coal & Lumber Company
- EIN
- 04-1040820
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, MA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $16,279,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20250626094228NAL0008844433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,279,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,279,792
- Net assets (BOY)
- $14,383,752
Income & contributions
- Employer contributions
- $603,940
- Participant contributions
- $547,586
- Total contributions
- $1,151,526
- Total income / additions
- $3,130,724
Expenses & distributions
- Benefits paid
- $1,179,052
- Administrative expenses
- $55,632
- Total expenses
- $1,234,684
- Net increase / (decrease)
- $1,896,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | ADVISOR | $36,896 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $14,326 | $0 | 2023 |