2023 Form 5500 filing — U.S. Lumber Group, LLC 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 20241016083915NAL0030389569001) for U.S. Lumber Group, LLC 401(K) Plan, reported by U.S. Lumber Group LLC under EIN 27-4877902 and plan number 001. It reports 4,274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016083915NAL0030389569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Lumber Group LLC
- EIN
- 27-4877902
- Plan number
- 001
- Location
- Duluth, GA
- Participants
- 4,274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,376,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $178,376,402
- Employer contributions
- $6,112,309
- Participant contributions
- $17,712,386
- Total income / additions
- $66,664,449
- Benefits paid
- $9,786,406
- Administrative expenses
- $459,307
- Total expenses
- $10,358,605
- Net increase / (decrease)
- $56,305,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $409,382 | $0 |
| Rpa Financial LLC | INVESTMENT ADVISORY | $49,925 | not reported in the loaded dataset |