Plan5500

Schmidbauer Lumber Sawmills 401(K) Plan — Form 5500 plan (Schmidbauer 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, Schmidbauer Lumber Sawmills 401(K) Plan is a benefit plan reported by Schmidbauer Lumber, Inc. under EIN 94-2196486 and plan number 002. The latest loaded filing year is 2023. The filing reports 772 participants and $66,315,835 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schmidbauer Lumber, Inc.
EIN
94-2196486
Plan number
002
Plan type
2
Location
Eureka, CA
Latest filing year
2023
Participants
772
End-of-year plan assets
$66,315,835

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023772H, C20240815133053NAL0013111137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,315,835
Total liabilities (EOY)
$525
Net assets (EOY)
$66,315,310
Net assets (BOY)
$60,084,134

Income & contributions

Employer contributions
$3,023,207
Participant contributions
$2,647,223
Total contributions
$5,779,530
Total income / additions
$14,976,438

Expenses & distributions

Benefits paid
$8,494,919
Administrative expenses
$250,343
Total expenses
$8,745,262
Net increase / (decrease)
$6,231,176

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyFINANCIAL ADVISOR$145,888not reported in the loaded dataset2023
Bidwell Consulting Services IncTPA$55,860not reported in the loaded dataset2023

Related Form 5500 pages