Capital Lumber Company 401(K) Plan — Form 5500 plan (Capital Lumber Company)
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, Capital Lumber Company 401(K) Plan is a benefit plan reported by Capital Lumber Company under EIN 86-0084551 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $41,935,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Lumber Company
- EIN
- 86-0084551
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $41,935,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20240919131524NAL0008321120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,935,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,935,575
- Net assets (BOY)
- $33,421,509
Income & contributions
- Employer contributions
- $977,998
- Participant contributions
- $3,092,091
- Total contributions
- $4,664,269
- Total income / additions
- $10,544,599
Expenses & distributions
- Benefits paid
- $1,899,071
- Administrative expenses
- $127,050
- Total expenses
- $2,030,533
- Net increase / (decrease)
- $8,514,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $127,050 | $0 | 2023 |
| Sageview Advisory Consulting Group | INVESTMENT ADVISORY | $0 | $36,000 | 2023 |