2023 Form 5500 filing — Arnold Lumber Company 401(K) Employee Savings 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 20240730122450NAL0020006353001) for Arnold Lumber Company 401(K) Employee Savings Plan, reported by Arnold Lumber Company, Inc. under EIN 05-0365474 and plan number 001. It reports 266 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)$12.4MReported net assets$12,391,663
Participants266
Provider compensation$72.8K4 Schedule C row(s)$72,799
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730122450NAL0020006353001
- Plan sponsor
- Arnold Lumber Company, Inc.
- EIN
- 05-0365474
- Plan number
- 001
- Location
- West Kingston, RI
- 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)$12.4M total assets
Net assets$12.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,391,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,391,663
- Employer contributions
- $160,595
- Participant contributions
- $905,989
- Total income / additions
- $2,988,078
- Benefits paid
- $1,674,834
- Administrative expenses
- $55,779
- Total expenses
- $1,751,129
- Net increase / (decrease)
- $1,236,949
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $36,589 | $0 |
| Lincoln Financial Securities | ADVISOR | $0 | $17,020 |
| Arnold Lumber Co | TRUSTEE | $13,500 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | N/A | $5,690 | not reported in the loaded dataset |