Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan — Form 5500 plan (Macdonald & Owen Veneer & 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, Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan is a benefit plan reported by Macdonald & Owen Veneer & Lumber Co., Inc. under EIN 41-0964059 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $12,571,724 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Macdonald & Owen Veneer & Lumber Co., Inc.
EIN
41-0964059
Plan number
001
Plan type
2
Location
West Salem, WI
Latest filing year
2023
Participants
209
End-of-year plan assets
$12,571,724

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20240801140016NAL0023761921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,571,724
Total liabilities (EOY)
$1,045
Net assets (EOY)
$12,570,679
Net assets (BOY)
$10,295,015

Income & contributions

Employer contributions
$424,106
Participant contributions
$731,781
Total contributions
$1,164,285
Total income / additions
$2,663,247

Expenses & distributions

Benefits paid
$328,152
Administrative expenses
$59,431
Total expenses
$387,583
Net increase / (decrease)
$2,275,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wipfli LlpRECORDKEEPER$33,766not reported in the loaded dataset2023
Orgel Wealth ManagementINVESTMENT ADVISOR$25,111not reported in the loaded dataset2023

Related Form 5500 pages