Arnold Lumber Company 401(K) Employee Savings Plan — Form 5500 plan (Arnold Lumber Company, Inc.)
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, Arnold Lumber Company 401(K) Employee Savings Plan is a benefit plan reported by Arnold Lumber Company, Inc. under EIN 05-0365474 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $12,391,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arnold Lumber Company, Inc.
- EIN
- 05-0365474
- Plan number
- 001
- Plan type
- 2
- Location
- West Kingston, RI
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $12,391,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20240730122450NAL0020006353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,391,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,391,663
- Net assets (BOY)
- $11,154,714
Income & contributions
- Employer contributions
- $160,595
- Participant contributions
- $905,989
- Total contributions
- $1,322,543
- Total income / additions
- $2,988,078
Expenses & distributions
- Benefits paid
- $1,674,834
- Administrative expenses
- $55,779
- Total expenses
- $1,751,129
- Net increase / (decrease)
- $1,236,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $36,589 | $0 | 2023 |
| Lincoln Financial Securities | ADVISOR | $0 | $17,020 | 2023 |
| Arnold Lumber Co | TRUSTEE | $13,500 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | N/A | $5,690 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arnold Lumber Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in West Kingston, RI
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- Arnold Lumber Co — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation