2023 Form 5500 filing — Contract Lumber, Inc. Retirement 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 20241003111818NAL0004824803001) for Contract Lumber, Inc. Retirement Plan, reported by Contract Lumber, Inc. under EIN 31-1269968 and plan number 001. It reports 429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003111818NAL0004824803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Contract Lumber, Inc.
- EIN
- 31-1269968
- Plan number
- 001
- Location
- Pataskala, OH
- Participants
- 429
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,861,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,861,872
- Employer contributions
- $4,921,535
- Participant contributions
- $2,619,995
- Total income / additions
- $13,018,542
- Benefits paid
- $3,252,642
- Administrative expenses
- $97,774
- Total expenses
- $3,424,049
- Net increase / (decrease)
- $9,594,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Financial Group Inc | ADVISOR | $53,892 | not reported in the loaded dataset |
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $31,880 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $11,277 | not reported in the loaded dataset |