Baillie Lumber Co., L.P. 401(K) Plan — Form 5500 plan (Baillie Lumber Co., L.P.)
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, Baillie Lumber Co., L.P. 401(K) Plan is a benefit plan reported by Baillie Lumber Co., L.P. under EIN 16-1439224 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,175 participants and $73,578,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baillie Lumber Co., L.P.
- EIN
- 16-1439224
- Plan number
- 002
- Plan type
- 2
- Location
- Hamburg, NY
- Latest filing year
- 2023
- Participants
- 1,175
- End-of-year plan assets
- $73,578,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,175 | H, C | 20241011111327NAL0043446146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,578,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,578,392
- Net assets (BOY)
- $63,035,610
Income & contributions
- Employer contributions
- $810,743
- Participant contributions
- $3,933,496
- Total contributions
- $4,800,375
- Total income / additions
- $18,416,718
Expenses & distributions
- Benefits paid
- $7,799,983
- Administrative expenses
- $73,953
- Total expenses
- $7,873,936
- Net increase / (decrease)
- $10,542,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $29,664 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $4,289 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baillie Lumber Co., L.P.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hamburg, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants — Schedule C compensation