2023 Form 5500 filing — Bateman Bros. Lumber Co., Inc. Employee Stock Ownership 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 20241011151018NAL0011087539001) for Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan, reported by Bateman Bros. Lumber Co., Inc. under EIN 23-1301280 and plan number 003. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241011151018NAL0011087539001
Filing year
2023
Form type
2
Plan sponsor
Bateman Bros. Lumber Co., Inc.
EIN
23-1301280
Plan number
003
Location
Woodbury, NJ
Participants
26
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,090,390
Total liabilities (EOY)
$5,589
Net assets (EOY)
$5,084,801
Employer contributions
$271,116
Total income / additions
$829,261
Benefits paid
$993,919
Administrative expenses
$3,152
Total expenses
$997,071
Net increase / (decrease)
-$167,810
Schedule source
Schedule I

Related Form 5500 pages