2023 Form 5500 filing — Mcdonald Lumber Company, 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 20241015145014NAL0016669651001) for Mcdonald Lumber Company, Inc. 401(K) Plan, reported by Mcdonald Lumber Company, Inc. under EIN 39-0887990 and plan number 001. It reports 208 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)$4.4MReported net assets$4,447,358
Participants208
Provider compensation$27.8K1 Schedule C row(s)$27,822
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015145014NAL0016669651001
Plan sponsor
Mcdonald Lumber Company, Inc.
EIN
39-0887990
Plan number
001
Location
Green Bay, WI
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)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$195.3K
Benefits paid / distributions$167.5K
Contributions
Employer$408K
Participant$642K
Full reported line items
Total assets (EOY)
$4,447,358
Total liabilities (EOY)
$0
Net assets (EOY)
$4,447,358
Employer contributions
$408,029
Participant contributions
$641,980
Total income / additions
$1,764,941
Benefits paid
$167,505
Administrative expenses
$27,822
Total expenses
$195,327
Net increase / (decrease)
$1,569,614
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $27.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015145014NAL0016669651001 cover?
It is the 2023 Form 5500 filing for Mcdonald Lumber Company, Inc. 401(K) Plan, reported by Mcdonald Lumber Company, Inc. (EIN 39-0887990).
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