2023 Form 5500 filing — Harbin Lumber Co., Inc. 401(K) Profit Sharing 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 20240626135108NAL0005467971002) for Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan, reported by Harbin Lumber Co., Inc. under EIN 58-0530476 and plan number 001. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.3MReported net assets$13,277,985
Participants365
Provider compensation$47.4K2 Schedule C row(s)$47,435
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240626135108NAL0005467971002
- Plan sponsor
- Harbin Lumber Co., Inc.
- EIN
- 58-0530476
- Plan number
- 001
- Location
- Lavonia, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $13,277,985
- Net assets (EOY)
- $13,277,985
- Employer contributions
- $565,773
- Participant contributions
- $962,938
- Total income / additions
- $3,481,072
- Benefits paid
- $929,406
- Administrative expenses
- $47,435
- Total expenses
- $976,841
- Net increase / (decrease)
- $2,504,231
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $29,996 | $0 |
| Cambridge Investment Research Adv. | INVESTMENT ADVISORY-PLAN | $17,439 | not reported in the loaded dataset |