2023 Form 5500 filing — Allied Lumber And Merchandise 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 20240916081530NAL0001263457001) for Allied Lumber And Merchandise 401(K) Plan, reported by Allied Lumber And Merchandise, Inc. under EIN 74-1687425 and plan number 001. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,896,786
Participants26
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240916081530NAL0001263457001
Plan sponsor
Allied Lumber And Merchandise, Inc.
EIN
74-1687425
Plan number
001
Location
Sealy, TX
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$455K
Total expenses$219.1K
Benefits paid / distributions$218.4K
Contributions
Employer$100K
Participant$65.5K
Full reported line items
Total assets (EOY)
$1,896,786
Total liabilities (EOY)
$0
Net assets (EOY)
$1,896,786
Employer contributions
$100,000
Participant contributions
$65,542
Total income / additions
$454,993
Benefits paid
$218,410
Administrative expenses
$721
Total expenses
$219,131
Net increase / (decrease)
$235,862

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916081530NAL0001263457001 cover?
It is the 2023 Form 5500 filing for Allied Lumber And Merchandise 401(K) Plan, reported by Allied Lumber And Merchandise, Inc. (EIN 74-1687425).
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