Kretz Lumber Co., Inc. Employee Stock Ownership Plan — Form 5500 plan (Kretz 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, Kretz Lumber Co., Inc. Employee Stock Ownership Plan is a benefit plan reported by Kretz Lumber Co., Inc. under EIN 39-0888340 and plan number 001. The latest loaded filing year is 2023. The filing reports 93 participants and $20,999,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kretz Lumber Co., Inc.
- EIN
- 39-0888340
- Plan number
- 001
- Plan type
- 2
- Location
- Antigo, WI
- Latest filing year
- 2023
- Participants
- 93
- End-of-year plan assets
- $20,999,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 93 | I | 20240722140440NAL0022991362001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,999,866
- Total liabilities (EOY)
- $2,555,396
- Net assets (EOY)
- $18,444,470
- Net assets (BOY)
- $17,764,469
Income & contributions
- Employer contributions
- $1,509,888
- Total income / additions
- $2,009,867
Expenses & distributions
- Benefits paid
- $1,238,169
- Total expenses
- $1,329,866
- Net increase / (decrease)
- $680,001
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.