Plan5500

Freres Lumber Co., Inc. Savings And Profit Sharing Plan — Form 5500 plan (Freres Lumber Co., 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, Freres Lumber Co., Inc. Savings And Profit Sharing Plan is a benefit plan reported by Freres Lumber Co., Inc. under EIN 93-0357299 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $27,086,800 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Freres Lumber Co., Inc.
EIN
93-0357299
Plan number
001
Plan type
2
Location
Lyons, OR
Latest filing year
2023
Participants
379
End-of-year plan assets
$27,086,800

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023379H, C20240927152446NAL0004875170005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,086,800
Net assets (EOY)
$27,086,800
Net assets (BOY)
$24,546,068

Income & contributions

Participant contributions
$1,006,576
Total contributions
$1,073,303
Total income / additions
$4,317,589

Expenses & distributions

Benefits paid
$1,724,359
Administrative expenses
$44,893
Total expenses
$1,776,857
Net increase / (decrease)
$2,540,732

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,892$02023
Prime Pensions Northwest, LLCOTHER SERVICES$0$11,9342023

Related Form 5500 pages