Von Tobel Lumber Retirement Savings Plan — Form 5500 plan (Von Tobel Corporation)
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, Von Tobel Lumber Retirement Savings Plan is a benefit plan reported by Von Tobel Corporation under EIN 35-1182953 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $10,146,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Von Tobel Corporation
- EIN
- 35-1182953
- Plan number
- 001
- Plan type
- 2
- Location
- Valparaiso, IN
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $10,146,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241003152325NAL0010733777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,146,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,146,360
- Net assets (BOY)
- $8,388,000
Income & contributions
- Employer contributions
- $91,479
- Participant contributions
- $594,591
- Total contributions
- $731,808
- Total income / additions
- $2,374,022
Expenses & distributions
- Benefits paid
- $760,322
- Administrative expenses
- $1,964
- Total expenses
- $763,008
- Net increase / (decrease)
- $1,611,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,200 | $0 | 2023 |