O. C. Cluss Lumber Company Employees 401(K) Profit Sharing Plan And Trust — Form 5500 plan (O. C. Cluss Lumber Company)
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, O. C. Cluss Lumber Company Employees 401(K) Profit Sharing Plan And Trust is a benefit plan reported by O. C. Cluss Lumber Company under EIN 25-0410150 and plan number 002. The latest loaded filing year is 2023. The filing reports 155 participants and $13,209,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O. C. Cluss Lumber Company
- EIN
- 25-0410150
- Plan number
- 002
- Plan type
- 2
- Location
- Uniontown, PA
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $13,209,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241014134050NAL0044697104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,209,512
- Total liabilities (EOY)
- $65
- Net assets (EOY)
- $13,209,447
- Net assets (BOY)
- $12,007,119
Income & contributions
- Employer contributions
- $58,537
- Participant contributions
- $370,279
- Total contributions
- $428,816
- Total income / additions
- $2,346,792
Expenses & distributions
- Benefits paid
- $1,089,047
- Administrative expenses
- $55,417
- Total expenses
- $1,144,464
- Net increase / (decrease)
- $1,202,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $30,654 | not reported in the loaded dataset | 2023 |
| Smith Lewis Chess & Company Llp | AUDITOR | $18,500 | not reported in the loaded dataset | 2023 |
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $250 | $10,000 | 2023 |
| Empower Annuity Insurance | RECORDKEEPER | $8,180 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for O. C. Cluss Lumber Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Uniontown, PA
- Global Retirement Partners LLC — Schedule C compensation
- Smith Lewis Chess & Company Llp — Schedule C compensation
- Dunbar, Bender & Zapf, Inc. — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation