Cole Lumber Company, Inc. Employee Stock Ownership Plan — Form 5500 plan (Cole 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, Cole Lumber Company, Inc. Employee Stock Ownership Plan is a benefit plan reported by Cole Lumber Company, Inc. under EIN 61-1054728 and plan number 001. The latest loaded filing year is 2023. The filing reports 64 participants and $19,171,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cole Lumber Company, Inc.
- EIN
- 61-1054728
- Plan number
- 001
- Plan type
- 2
- Location
- Paducah, KY
- Latest filing year
- 2023
- Participants
- 64
- End-of-year plan assets
- $19,171,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 64 | I | 20240730134032NAL0034328048001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,171,767
- Total liabilities (EOY)
- $2,000,000
- Net assets (EOY)
- $17,171,767
- Net assets (BOY)
- $15,314,764
Income & contributions
- Employer contributions
- $1,100,000
- Total income / additions
- $2,118,954
Expenses & distributions
- Benefits paid
- $261,951
- Total expenses
- $261,951
- Net increase / (decrease)
- $1,857,003
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.