U.S. Lumber Group, LLC 401(K) Plan — Form 5500 plan (U.S. Lumber Group LLC)

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, U.S. Lumber Group, LLC 401(K) Plan is a benefit plan reported by U.S. Lumber Group LLC under EIN 27-4877902 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,274 participants and $178,376,402 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.S. Lumber Group LLC
EIN
27-4877902
Plan number
001
Plan type
2
Location
Duluth, GA
Latest filing year
2023
Participants
4,274
End-of-year plan assets
$178,376,402

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,274H, C20241016083915NAL0030389569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$178,376,402
Total liabilities (EOY)
$0
Net assets (EOY)
$178,376,402
Net assets (BOY)
$122,070,558

Income & contributions

Employer contributions
$6,112,309
Participant contributions
$17,712,386
Total contributions
$43,969,641
Total income / additions
$66,664,449

Expenses & distributions

Benefits paid
$9,786,406
Administrative expenses
$459,307
Total expenses
$10,358,605
Net increase / (decrease)
$56,305,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$409,382$02023
Rpa Financial LLCINVESTMENT ADVISORY$49,925not reported in the loaded dataset2023

Related Form 5500 pages