Union Grove Lumber And True Value Co. Employee Stock Ownership Plan And Trust — Form 5500 plan (Union Grove Lumber & True Value 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, Union Grove Lumber And True Value Co. Employee Stock Ownership Plan And Trust is a benefit plan reported by Union Grove Lumber & True Value Company under EIN 39-0669030 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $514,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Grove Lumber & True Value Company
- EIN
- 39-0669030
- Plan number
- 002
- Plan type
- 2
- Location
- Union Grove, WI
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $514,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241230105314NAL0027385216001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $514,381
- Net assets (EOY)
- $514,381
- Net assets (BOY)
- $533,815
Income & contributions
- Total income / additions
- -$3,295
Expenses & distributions
- Benefits paid
- $16,139
- Total expenses
- $16,139
- Net increase / (decrease)
- -$19,434
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.