Timberline Manufacturing Company 401(K) Plan — Form 5500 plan (Timberline Manufacturing 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, Timberline Manufacturing Company 401(K) Plan is a benefit plan reported by Timberline Manufacturing Company under EIN 42-1432196 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $4,736,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Timberline Manufacturing Company
- EIN
- 42-1432196
- Plan number
- 001
- Plan type
- 2
- Location
- Marion, IA
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $4,736,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241008170657NAL0009920803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,736,157
- Total liabilities (EOY)
- $34,166
- Net assets (EOY)
- $4,701,991
- Net assets (BOY)
- $3,421,622
Income & contributions
- Employer contributions
- $311,942
- Participant contributions
- $515,326
- Total contributions
- $907,412
- Total income / additions
- $1,574,820
Expenses & distributions
- Benefits paid
- $227,142
- Administrative expenses
- $33,143
- Total expenses
- $294,451
- Net increase / (decrease)
- $1,280,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,548 | $0 | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $14,852 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $743 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Timberline Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Marion, IA
- Empower Annuity Insurance Company O — Schedule C compensation
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation