2023 Form 5500 filing — Tibbetts Lumber Co LLC 401k 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 20241015123633NAL0016403907001) for Tibbetts Lumber Co LLC 401k Plan, reported by Tibbetts Lumber Co., LLC under EIN 26-4721539 and plan number 001. It reports 447 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)$7.6MReported net assets$7,580,294
Participants447
Provider compensation$8.1K2 Schedule C row(s)$8,088
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015123633NAL0016403907001
Plan sponsor
Tibbetts Lumber Co., LLC
EIN
26-4721539
Plan number
001
Location
Clearwater, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$7.7M total assets
Net assets$7.6MLiabilities$118.3K
Money in vs. money out
Total income / additions$2.4M
Total expenses$363.6K
Benefits paid / distributions$355.5K
Contributions
Employer$250.7K
Participant$1.1M
Full reported line items
Total assets (EOY)
$7,698,635
Total liabilities (EOY)
$118,341
Net assets (EOY)
$7,580,294
Employer contributions
$250,715
Participant contributions
$1,130,570
Total income / additions
$2,403,976
Benefits paid
$355,493
Administrative expenses
$8,088
Total expenses
$363,581
Net increase / (decrease)
$2,040,395
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $8.1K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015123633NAL0016403907001 cover?
It is the 2023 Form 5500 filing for Tibbetts Lumber Co LLC 401k Plan, reported by Tibbetts Lumber Co., LLC (EIN 26-4721539).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages