Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan And Trust — Form 5500 plan (Nelson Lumber & Home, 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, Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan And Trust is a benefit plan reported by Nelson Lumber & Home, Inc. under EIN 39-1382132 and plan number 001. The latest loaded filing year is 2023. The filing reports 40 participants and $7,746,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nelson Lumber & Home, Inc.
- EIN
- 39-1382132
- Plan number
- 001
- Plan type
- 2
- Location
- Hayward, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | I | 20240916074943NAL0001247553001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,746,045
- Total liabilities (EOY)
- $462,028
- Net assets (EOY)
- $7,284,017
- Net assets (BOY)
- $6,113,756
Income & contributions
- Employer contributions
- $437,853
- Total income / additions
- $2,228,104
Expenses & distributions
- Benefits paid
- $1,057,843
- Total expenses
- $1,057,843
- Net increase / (decrease)
- $1,170,261
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.