Plan5500

Tague Lumber, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tague 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, Tague Lumber, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tague Lumber, Inc. under EIN 23-1891923 and plan number 002. The latest loaded filing year is 2023. The filing reports 325 participants and $25,785,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tague Lumber, Inc.
EIN
23-1891923
Plan number
002
Plan type
2
Location
Media, PA
Latest filing year
2023
Participants
325
End-of-year plan assets
$25,785,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023325H, C20240910081100NAL0003346547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,785,990
Total liabilities (EOY)
$0
Net assets (EOY)
$25,785,990
Net assets (BOY)
$21,587,111

Income & contributions

Employer contributions
$1,014,031
Participant contributions
$1,395,080
Total contributions
$2,478,209
Total income / additions
$5,925,466

Expenses & distributions

Benefits paid
$1,631,106
Administrative expenses
$95,798
Total expenses
$1,726,587
Net increase / (decrease)
$4,198,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT ADVISOR$55,262not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$40,536$02023

Related Form 5500 pages