Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan — Form 5500 plan (Bateman Bros. Lumber Co., 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, Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan is a benefit plan reported by Bateman Bros. Lumber Co., Inc. under EIN 23-1301280 and plan number 003. The latest loaded filing year is 2023. The filing reports 26 participants and $5,090,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bateman Bros. Lumber Co., Inc.
- EIN
- 23-1301280
- Plan number
- 003
- Plan type
- 2
- Location
- Woodbury, NJ
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $5,090,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20241011151018NAL0011087539001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,090,390
- Total liabilities (EOY)
- $5,589
- Net assets (EOY)
- $5,084,801
- Net assets (BOY)
- $5,252,611
Income & contributions
- Employer contributions
- $271,116
- Total income / additions
- $829,261
Expenses & distributions
- Benefits paid
- $993,919
- Administrative expenses
- $3,152
- Total expenses
- $997,071
- Net increase / (decrease)
- -$167,810
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.