2023 Form 5500 filing — Golden State Lumber, 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 20241007165532NAL0026763232001) for Golden State Lumber, Inc. 401(K) Plan, reported by Golden State Lumber, Inc. under EIN 68-0084293 and plan number 001. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007165532NAL0026763232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Golden State Lumber, Inc.
- EIN
- 68-0084293
- Plan number
- 001
- Location
- Petaluma, CA
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,928,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,928,078
- Employer contributions
- $1,591,970
- Participant contributions
- $5,240,020
- Total income / additions
- $18,486,736
- Benefits paid
- $9,490,221
- Administrative expenses
- $93,741
- Total expenses
- $9,599,728
- Net increase / (decrease)
- $8,887,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $52,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,291 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $19,950 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHER | $105 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |