2023 Form 5500 filing — Von Tobel Lumber Retirement Savings 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 20241003152325NAL0010733777001) for Von Tobel Lumber Retirement Savings Plan, reported by Von Tobel Corporation under EIN 35-1182953 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152325NAL0010733777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Von Tobel Corporation
- EIN
- 35-1182953
- Plan number
- 001
- Location
- Valparaiso, IN
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,146,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,146,360
- Employer contributions
- $91,479
- Participant contributions
- $594,591
- Total income / additions
- $2,374,022
- Benefits paid
- $760,322
- Administrative expenses
- $1,964
- Total expenses
- $763,008
- Net increase / (decrease)
- $1,611,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,200 | $0 |