Plan5500

Contract Lumber, Inc. Retirement Plan — Form 5500 plan (Contract 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, Contract Lumber, Inc. Retirement Plan is a benefit plan reported by Contract Lumber, Inc. under EIN 31-1269968 and plan number 001. The latest loaded filing year is 2023. The filing reports 429 participants and $39,861,872 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Contract Lumber, Inc.
EIN
31-1269968
Plan number
001
Plan type
2
Location
Pataskala, OH
Latest filing year
2023
Participants
429
End-of-year plan assets
$39,861,872

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023429H, C20241003111818NAL0004824803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,861,872
Total liabilities (EOY)
$0
Net assets (EOY)
$39,861,872
Net assets (BOY)
$30,267,379

Income & contributions

Employer contributions
$4,921,535
Participant contributions
$2,619,995
Total contributions
$7,544,068
Total income / additions
$13,018,542

Expenses & distributions

Benefits paid
$3,252,642
Administrative expenses
$97,774
Total expenses
$3,424,049
Net increase / (decrease)
$9,594,493

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart Financial Group IncADVISOR$53,892not reported in the loaded dataset2023
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$31,880$02023
Strategic Advisors, Inc.ADVISOR$11,277not reported in the loaded dataset2023

Related Form 5500 pages