Concord Building And Design Center 401(K) Plan — Form 5500 plan (Concord Lumber Corporation)
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, Concord Building And Design Center 401(K) Plan is a benefit plan reported by Concord Lumber Corporation under EIN 04-2482120 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $6,943,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concord Lumber Corporation
- EIN
- 04-2482120
- Plan number
- 002
- Plan type
- 2
- Location
- Littleton, MA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $6,943,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20250115154146NAL0021923585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,943,543
- Net assets (EOY)
- $6,943,543
- Net assets (BOY)
- $5,673,501
Income & contributions
- Employer contributions
- $108,891
- Participant contributions
- $384,957
- Total contributions
- $783,553
- Total income / additions
- $1,733,925
Expenses & distributions
- Benefits paid
- $459,790
- Administrative expenses
- $1,800
- Total expenses
- $463,883
- Net increase / (decrease)
- $1,270,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research Inc | BROKERDEALER | $0 | $13,475 | 2023 |
| Aegis Retirement Partners LLC | TPA | $0 | $5,097 | 2023 |