Garris-Evans Lumber Company, Inc. — Form 5500 plan (Garris-Evans Lumber Company, 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, Garris-Evans Lumber Company, Inc. is a benefit plan reported by Garris-Evans Lumber Company, Inc. under EIN 56-0232430 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $13,221,386 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Garris-Evans Lumber Company, Inc.
EIN
56-0232430
Plan number
001
Plan type
2
Location
Greenville, NC
Latest filing year
2023
Participants
162
End-of-year plan assets
$13,221,386

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20241009091647NAL0018949201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,221,386
Total liabilities (EOY)
$0
Net assets (EOY)
$13,221,386
Net assets (BOY)
$11,464,578

Income & contributions

Employer contributions
$294,588
Participant contributions
$767,487
Total contributions
$1,161,296
Total income / additions
$3,178,335

Expenses & distributions

Benefits paid
$1,418,496
Administrative expenses
$3,031
Total expenses
$1,421,527
Net increase / (decrease)
$1,756,808

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$3,031$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages