2023 Form 5500 filing — Idaho Forest Group LLC 401(K) 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 20240906142952NAL0001521201001) for Idaho Forest Group LLC 401(K) Plan, reported by Riley Creek Lumber Company under EIN 82-0366771 and plan number 001. It reports 1,698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906142952NAL0001521201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riley Creek Lumber Company
- EIN
- 82-0366771
- Plan number
- 001
- Location
- Coeur Dalene, ID
- Participants
- 1,698
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,578,021
- Total liabilities (EOY)
- $27,134
- Net assets (EOY)
- $101,550,887
- Employer contributions
- $5,047,720
- Participant contributions
- $6,946,549
- Total income / additions
- $28,497,997
- Benefits paid
- $7,924,794
- Administrative expenses
- $355,961
- Total expenses
- $8,280,755
- Net increase / (decrease)
- $20,217,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Randall And Hurley | NONE | $159,234 | $0 |
| Apex Investment Advisors | NONE | $156,466 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $39,717 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $0 | $0 |