2023 Form 5500 filing — Shaw/Stewart Lumber Company Salary Savings 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 20241015150315NAL0028863521001) for Shaw/Stewart Lumber Company Salary Savings Plan, reported by Shaw/Stewart Lumber Company under EIN 41-0535530 and plan number 004. It reports 178 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)$14.4MReported net assets$14,390,932
Participants178
Provider compensation$9K1 Schedule C row(s)$9,024
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015150315NAL0028863521001
Plan sponsor
Shaw/Stewart Lumber Company
EIN
41-0535530
Plan number
004
Location
Minneapolis, MN
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)$14.4M total assets
Net assets$14.4MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$567.7K
Participant$693.1K
Full reported line items
Total assets (EOY)
$14,390,932
Total liabilities (EOY)
$0
Net assets (EOY)
$14,390,932
Employer contributions
$567,689
Participant contributions
$693,141
Total income / additions
$3,498,556
Benefits paid
$1,175,256
Administrative expenses
$9,024
Total expenses
$1,184,280
Net increase / (decrease)
$2,314,276
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015150315NAL0028863521001 cover?
It is the 2023 Form 5500 filing for Shaw/Stewart Lumber Company Salary Savings Plan, reported by Shaw/Stewart Lumber Company (EIN 41-0535530).
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