2023 Form 5500 filing — Timberline Lodge Employee Savings And Protection 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 20241015150628NAL0030099953001) for Timberline Lodge Employee Savings And Protection Plan, reported by R.L.K. And Company under EIN 93-0441340 and plan number 001. It reports 295 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)$12.3MReported net assets$12,349,132
Participants295
Provider compensation$53.8K2 Schedule C row(s)$53,839
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015150628NAL0030099953001
- Plan sponsor
- R.L.K. And Company
- EIN
- 93-0441340
- Plan number
- 001
- Location
- Government Camp, OR
- Received date
- not reported in the loaded dataset
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)$12.3M total assets
Net assets$12.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,349,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,349,132
- Employer contributions
- $241,728
- Participant contributions
- $403,197
- Total income / additions
- $2,513,379
- Benefits paid
- $660,275
- Administrative expenses
- $56,644
- Total expenses
- $716,919
- Net increase / (decrease)
- $1,796,460
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Phillips & Company Securities Inc | ADVISOR | $27,280 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $26,559 | $0 |