North Santiam Paving Co. 401(K) Profit Sharing Plan — Form 5500 plan (North Santiam Paving 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, North Santiam Paving Co. 401(K) Profit Sharing Plan is a benefit plan reported by North Santiam Paving Company under EIN 93-0627856 and plan number 003. The latest loaded filing year is 2023. The filing reports 115 participants and $9,380,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Santiam Paving Company
- EIN
- 93-0627856
- Plan number
- 003
- Plan type
- 2
- Location
- Stayton, OR
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $9,380,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | H, C | 20241216164710NAL0000924547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,380,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,380,561
- Net assets (BOY)
- $7,914,100
Income & contributions
- Employer contributions
- $158,536
- Participant contributions
- $581,465
- Total contributions
- $740,001
- Total income / additions
- $1,997,963
Expenses & distributions
- Benefits paid
- $478,237
- Administrative expenses
- $53,265
- Total expenses
- $531,502
- Net increase / (decrease)
- $1,466,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $34,618 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,069 | $0 | 2023 |
| Prime Retirement Solutions LLC | CONTRACT ADMIN | $2,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Santiam Paving Company
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Stayton, OR
- Aldrich Wealth Limited Partnership — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Prime Retirement Solutions LLC — Schedule C compensation