Timber Automation, LLC 401(K) Plan — Form 5500 plan (Timber Automation, LLC)
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, Timber Automation, LLC 401(K) Plan is a benefit plan reported by Timber Automation, LLC under EIN 47-4749928 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $11,530,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Timber Automation, LLC
- EIN
- 47-4749928
- Plan number
- 001
- Plan type
- 2
- Location
- Hot Springs, AR
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $11,530,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20250408084642NAL0020091089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,530,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,530,895
- Net assets (BOY)
- $10,339,966
Income & contributions
- Employer contributions
- $524,242
- Participant contributions
- $948,481
- Total contributions
- $1,486,196
- Total income / additions
- $3,167,629
Expenses & distributions
- Benefits paid
- $1,918,769
- Administrative expenses
- $57,931
- Total expenses
- $1,976,700
- Net increase / (decrease)
- $1,190,929
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,909 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $17,294 | not reported in the loaded dataset | 2023 |
| Lockton Financial Advisors LLC | ADVISOR | $6,356 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Timber Automation, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Hot Springs, AR
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Financial Advisors LLC — Schedule C compensation