2023 Form 5500 filing — Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240315101455NAL0000672082002) for Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan, reported by Curtis Lumber & Plywood Terminal, Inc. under EIN 54-0755232 and plan number 002. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,852,989
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240315101455NAL0000672082002
Plan sponsor
Curtis Lumber & Plywood Terminal, Inc.
EIN
54-0755232
Plan number
002
Location
Alexandria, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities
Money in vs. money out
Total income / additions$391.7K
Total expenses$154.6K
Benefits paid / distributions$154.6K
Contributions
Employer$204.8K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,852,989
Net assets (EOY)
$3,852,989
Employer contributions
$204,780
Total income / additions
$391,747
Benefits paid
$154,618
Total expenses
$154,618
Net increase / (decrease)
$237,129

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240315101455NAL0000672082002 cover?
It is the 2023 Form 5500 filing for Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan, reported by Curtis Lumber & Plywood Terminal, Inc. (EIN 54-0755232).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages