2023 Form 5500 filing — Baillie Lumber Co., L.P. 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 20241011111327NAL0043446146001) for Baillie Lumber Co., L.P. 401(K) Plan, reported by Baillie Lumber Co., L.P. under EIN 16-1439224 and plan number 002. It reports 1,175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$73.6MReported net assets$73,578,392
Participants1.2K1,175
Provider compensation$74.3K4 Schedule C row(s)$74,253
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011111327NAL0043446146001
- Plan sponsor
- Baillie Lumber Co., L.P.
- EIN
- 16-1439224
- Plan number
- 002
- Location
- Hamburg, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$73.6M total assets
Net assets$73.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $73,578,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,578,392
- Employer contributions
- $810,743
- Participant contributions
- $3,933,496
- Total income / additions
- $18,416,718
- Benefits paid
- $7,799,983
- Administrative expenses
- $73,953
- Total expenses
- $7,873,936
- Net increase / (decrease)
- $10,542,782
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $40,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $29,664 | $0 |
| Empower Advisory Group, LLC | NONE | $4,289 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset |