Kelly-Fradet Lumber Employee Stock Ownership Plan — Form 5500 plan (Kelly-Fradet Lumber, 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, Kelly-Fradet Lumber Employee Stock Ownership Plan is a benefit plan reported by Kelly-Fradet Lumber, Inc. under EIN 06-0721855 and plan number 003. The latest loaded filing year is 2023. The filing reports 77 participants and $30,669,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly-Fradet Lumber, Inc.
- EIN
- 06-0721855
- Plan number
- 003
- Plan type
- 2
- Location
- Enfield, CT
- Latest filing year
- 2023
- Participants
- 77
- End-of-year plan assets
- $30,669,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 77 | I | 20240907103330NAL0001258323001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $30,669,504
- Total liabilities (EOY)
- $13,754,715
- Net assets (EOY)
- $16,914,789
- Net assets (BOY)
- $10,357,903
Income & contributions
- Employer contributions
- $634,350
- Participant contributions
- $0
- Total income / additions
- $6,856,020
Expenses & distributions
- Benefits paid
- $7,901
- Administrative expenses
- $0
- Total expenses
- $299,134
- Net increase / (decrease)
- $6,556,886
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.