Bell Lumber & Pole Company 401(K) Profit Sharing Plan — Form 5500 plan (Bell Lumber & Pole 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, Bell Lumber & Pole Company 401(K) Profit Sharing Plan is a benefit plan reported by Bell Lumber & Pole Company under EIN 41-0144340 and plan number 004. The latest loaded filing year is 2023. The filing reports 215 participants and $11,059,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bell Lumber & Pole Company
- EIN
- 41-0144340
- Plan number
- 004
- Plan type
- 2
- Location
- New Brighton, MN
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $11,059,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241015165413NAL0016916515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,059,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,059,852
- Net assets (BOY)
- $6,271,392
Income & contributions
- Employer contributions
- $1,218,648
- Participant contributions
- $1,033,924
- Total contributions
- $3,797,035
- Total income / additions
- $5,393,226
Expenses & distributions
- Benefits paid
- $561,505
- Administrative expenses
- $43,261
- Total expenses
- $604,766
- Net increase / (decrease)
- $4,788,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $22,650 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions | NONE | $20,611 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bell Lumber & Pole Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in New Brighton, MN
- Oneamerica Retirement Services LLC — Schedule C compensation
- Intellicents Investment Solutions — Schedule C compensation
- Matrix Trust Company — Schedule C compensation