Claude Howard Lumber Company, Inc. 401(K) Plan — Form 5500 plan (Claude Howard 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, Claude Howard Lumber Company, Inc. 401(K) Plan is a benefit plan reported by Claude Howard Lumber Company, Inc. under EIN 58-0696147 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $12,260,087 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Claude Howard Lumber Company, Inc.
EIN
58-0696147
Plan number
001
Plan type
2
Location
Statesboro, GA
Latest filing year
2023
Participants
261
End-of-year plan assets
$12,260,087

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20240920124031NAL0015431874001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,260,087
Total liabilities (EOY)
$18,175
Net assets (EOY)
$12,241,912
Net assets (BOY)
$9,159,010

Income & contributions

Employer contributions
$410,631
Participant contributions
$958,480
Total contributions
$1,806,239
Total income / additions
$3,519,671

Expenses & distributions

Benefits paid
$355,460
Administrative expenses
$81,309
Total expenses
$436,769
Net increase / (decrease)
$3,082,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel Nicolaud & Co. Inc.ADVISOR$43,487not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$31,766$02023

Related Form 5500 pages