Golden State Lumber, Inc. 401(K) Plan — Form 5500 plan (Golden State Lumber, 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, Golden State Lumber, Inc. 401(K) Plan is a benefit plan reported by Golden State Lumber, Inc. under EIN 68-0084293 and plan number 001. The latest loaded filing year is 2023. The filing reports 725 participants and $75,928,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golden State Lumber, Inc.
- EIN
- 68-0084293
- Plan number
- 001
- Plan type
- 2
- Location
- Petaluma, CA
- Latest filing year
- 2023
- Participants
- 725
- End-of-year plan assets
- $75,928,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 725 | H, C | 20241007165532NAL0026763232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,928,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,928,078
- Net assets (BOY)
- $67,041,070
Income & contributions
- Employer contributions
- $1,591,970
- Participant contributions
- $5,240,020
- Total contributions
- $7,018,319
- Total income / additions
- $18,486,736
Expenses & distributions
- Benefits paid
- $9,490,221
- Administrative expenses
- $93,741
- Total expenses
- $9,599,728
- Net increase / (decrease)
- $8,887,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $52,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,291 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | AUDITOR | $19,950 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $105 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Golden State Lumber, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Petaluma, CA
- Lpl Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation