Vaagen Bros Lumber Inc 401(K) Savings Plan And Trust — Form 5500 plan (Vaagen Bros 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, Vaagen Bros Lumber Inc 401(K) Savings Plan And Trust is a benefit plan reported by Vaagen Bros Lumber Inc under EIN 91-0862262 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $21,100,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vaagen Bros Lumber Inc
- EIN
- 91-0862262
- Plan number
- 001
- Plan type
- 3
- Location
- Colville, WA
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $21,100,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20240830081828NAL0008238051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,100,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,100,829
- Net assets (BOY)
- $18,097,602
Income & contributions
- Employer contributions
- $301,935
- Participant contributions
- $1,366,094
- Total contributions
- $2,173,222
- Total income / additions
- $4,551,677
Expenses & distributions
- Benefits paid
- $1,464,571
- Administrative expenses
- $83,879
- Total expenses
- $1,548,450
- Net increase / (decrease)
- $3,003,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $46,167 | $20 | 2023 |
| Principal Life Insurance Company | CONTRACT DMINISTRATOR | $33,064 | $0 | 2023 |
| Randall & Hurley, Inc | CONTRACT ADMINISTRATOR | $7,875 | $5,585 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vaagen Bros Lumber Inc
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Colville, WA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Randall & Hurley, Inc — Schedule C compensation