Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Harbin 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, Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Harbin Lumber Co., Inc. under EIN 58-0530476 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $13,277,985 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbin Lumber Co., Inc.
EIN
58-0530476
Plan number
001
Plan type
2
Location
Lavonia, GA
Latest filing year
2023
Participants
365
End-of-year plan assets
$13,277,985

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023365H, C20240626135108NAL0005467971002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,277,985
Net assets (EOY)
$13,277,985
Net assets (BOY)
$10,773,754

Income & contributions

Employer contributions
$565,773
Participant contributions
$962,938
Total contributions
$1,530,902
Total income / additions
$3,481,072

Expenses & distributions

Benefits paid
$929,406
Administrative expenses
$47,435
Total expenses
$976,841
Net increase / (decrease)
$2,504,231

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$29,996$02023
Cambridge Investment Research Adv.INVESTMENT ADVISORY-PLAN$17,439not reported in the loaded dataset2023

Related Form 5500 pages