2023 Form 5500 filing — Kelly-Fradet Lumber Employee Stock Ownership 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 20240907103330NAL0001258323001) for Kelly-Fradet Lumber Employee Stock Ownership Plan, reported by Kelly-Fradet Lumber, Inc. under EIN 06-0721855 and plan number 003. It reports 77 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240907103330NAL0001258323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly-Fradet Lumber, Inc.
- EIN
- 06-0721855
- Plan number
- 003
- Location
- Enfield, CT
- Participants
- 77
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,669,504
- Total liabilities (EOY)
- $13,754,715
- Net assets (EOY)
- $16,914,789
- Employer contributions
- $634,350
- Participant contributions
- $0
- Total income / additions
- $6,856,020
- Benefits paid
- $7,901
- Administrative expenses
- $0
- Total expenses
- $299,134
- Net increase / (decrease)
- $6,556,886
- Schedule source
- Schedule I