R.P. Lumber & Plummer Companies 401(K) Plan — Form 5500 plan (R.P. Lumber Co., 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, R.P. Lumber & Plummer Companies 401(K) Plan is a benefit plan reported by R.P. Lumber Co., Inc. under EIN 37-1056629 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,343 participants and $30,631,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.P. Lumber Co., Inc.
- EIN
- 37-1056629
- Plan number
- 001
- Plan type
- 2
- Location
- Edwardsville, IL
- Latest filing year
- 2023
- Participants
- 1,343
- End-of-year plan assets
- $30,631,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,343 | H, C | 20241012114420NAL0011727219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,631,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,631,989
- Net assets (BOY)
- $28,354,726
Income & contributions
- Employer contributions
- $343,975
- Participant contributions
- $2,935,369
- Total contributions
- $3,326,688
- Total income / additions
- $7,533,319
Expenses & distributions
- Benefits paid
- $5,083,741
- Administrative expenses
- $156,935
- Total expenses
- $5,256,056
- Net increase / (decrease)
- $2,277,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $82,147 | $0 | 2023 |
| Pension Consultants, Inc. | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | ACCOUNTANT/AUDITOR | $10,300 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,488 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R.P. Lumber Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Edwardsville, IL
- Fidelity Investments Institutional — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation