2023 Form 5500 filing — Freres Lumber Co., Inc. Savings And Profit Sharing 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 20240927152446NAL0004875170005) for Freres Lumber Co., Inc. Savings And Profit Sharing Plan, reported by Freres Lumber Co., Inc. under EIN 93-0357299 and plan number 001. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927152446NAL0004875170005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freres Lumber Co., Inc.
- EIN
- 93-0357299
- Plan number
- 001
- Location
- Lyons, OR
- Participants
- 379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,086,800
- Net assets (EOY)
- $27,086,800
- Participant contributions
- $1,006,576
- Total income / additions
- $4,317,589
- Benefits paid
- $1,724,359
- Administrative expenses
- $44,893
- Total expenses
- $1,776,857
- Net increase / (decrease)
- $2,540,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,892 | $0 |
| Prime Pensions Northwest, LLC | OTHER SERVICES | $0 | $11,934 |