Edmund A. Allen Lumber Company Employee Stock Ownership Plan — Form 5500 plan (Edmund A. Allen 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, Edmund A. Allen Lumber Company Employee Stock Ownership Plan is a benefit plan reported by Edmund A. Allen Lumber Company under EIN 36-0717800 and plan number 002. The latest loaded filing year is 2023. The filing reports 80 participants and $27,766,331 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$27MPlan net assets, end of year$26,995,293
Participants80Covered participants reported
Assets / participant$347.1KComputed: assets ÷ participants$347,079 (computed)
Provider compensationNone reported
Plan sponsor
Edmund A. Allen Lumber Company
EIN
36-0717800
Plan number
002
Plan type
2
Location
Momence, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202380I20240827125324NAL0017661744001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$27.8M total assets
Net assets$27MLiabilities$771K
Money in vs. money out
Total income / additions$10.6M
Total expenses$3M
Benefits paid / distributions$3M
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$27,766,331
Total liabilities (EOY)
$771,038
Net assets (EOY)
$26,995,293
Net assets (BOY)
$19,427,080

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$10,597,935

Expenses & distributions

Benefits paid
$3,003,434
Administrative expenses
$0
Total expenses
$3,029,722
Net increase / (decrease)
$7,568,213
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income28%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages