Great Lakes Veneer, Inc. Savings And Retirement Plan — Form 5500 plan (Great Lakes Veneer, 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, Great Lakes Veneer, Inc. Savings And Retirement Plan is a benefit plan reported by Great Lakes Veneer, Inc. under EIN 39-1034902 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $24,843,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Lakes Veneer, Inc.
- EIN
- 39-1034902
- Plan number
- 001
- Plan type
- 2
- Location
- Marion, WI
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $24,843,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20241010115643NAL0033980528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,843,178
- Total liabilities (EOY)
- $14,887
- Net assets (EOY)
- $24,828,291
- Net assets (BOY)
- $24,363,277
Income & contributions
- Employer contributions
- $248,491
- Participant contributions
- $576,384
- Total contributions
- $876,008
- Total income / additions
- $5,849,872
Expenses & distributions
- Benefits paid
- $5,305,715
- Administrative expenses
- $75,733
- Total expenses
- $5,384,858
- Net increase / (decrease)
- $465,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,394 | $0 | 2023 |
| Usi Securities Inc | OTHER SERVICES | $0 | $13,580 | 2023 |
| The Retirement Advantage Inc | OTHER SERVICES | $0 | $9,666 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Great Lakes Veneer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Marion, WI
- Principal Life Insurance Company — Schedule C compensation
- Usi Securities Inc — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation