2023 Form 5500 filing — Cal-Tex Lumber Co., Inc. 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 20240918133200NAL0004380705001) for Cal-Tex Lumber Co., Inc. 401(K) Plan, reported by Cal-Tex Lumber Co., Inc. under EIN 74-2466148 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918133200NAL0004380705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cal-Tex Lumber Co., Inc.
- EIN
- 74-2466148
- Plan number
- 001
- Location
- Nacogdoches, TX
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,041,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,041,726
- Employer contributions
- $543,330
- Participant contributions
- $685,077
- Total income / additions
- $3,796,087
- Benefits paid
- $862,595
- Administrative expenses
- $34,780
- Total expenses
- $900,164
- Net increase / (decrease)
- $2,895,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,781 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |