Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan — Form 5500 plan (Bliffert Lumber & Fuel Company 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, Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan is a benefit plan reported by Bliffert Lumber & Fuel Company Inc. under EIN 39-0170225 and plan number 002. The latest loaded filing year is 2023. The filing reports 333 participants and $17,139,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bliffert Lumber & Fuel Company Inc.
- EIN
- 39-0170225
- Plan number
- 002
- Plan type
- 2
- Location
- Oak Creek, WI
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $17,139,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20240930142434NAL0005798065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,139,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,139,035
- Net assets (BOY)
- $11,765,040
Income & contributions
- Employer contributions
- $934,135
- Participant contributions
- $1,161,153
- Total contributions
- $3,751,100
- Total income / additions
- $5,656,716
Expenses & distributions
- Benefits paid
- $272,717
- Administrative expenses
- $10,004
- Total expenses
- $282,721
- Net increase / (decrease)
- $5,373,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ppg Retirement Plan Services Ltd | THIRD PARTY ADMINISTRATO | $0 | $6,292 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $2,226 | 2023 |