2023 Form 5500 filing — Teal Jones Lumber Services, 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 20241015092911NAL0048668176001) for Teal Jones Lumber Services, Inc. 401(K) Plan, reported by Teal Jones Lumber Services, Inc. under EIN 27-0101074 and plan number 001. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092911NAL0048668176001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Teal Jones Lumber Services, Inc.
- EIN
- 27-0101074
- Plan number
- 001
- Location
- Sumas, WA
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,457,798
- Total liabilities (EOY)
- $1,817
- Net assets (EOY)
- $9,455,981
- Employer contributions
- $708,383
- Participant contributions
- $1,016,958
- Total income / additions
- $2,961,657
- Benefits paid
- $769,684
- Administrative expenses
- $107,867
- Total expenses
- $886,349
- Net increase / (decrease)
- $2,075,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Plan Specialists | TPA | $60,492 | $0 |
| The Vanguard Group, Inc. | RECORDKEEPER | $34,930 | $0 |
| Pickett, Chaney & Mcmullen Llp | AUDITOR | $18,850 | not reported in the loaded dataset |
| Cambridge Investment Research. | ADVISOR | $16,438 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,887 | $0 |