2023 Form 5500 filing — Claw/Southeastern Timber 401(K) 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 20241031140638NAL0002788224001) for Claw/Southeastern Timber 401(K) Savings Plan, reported by Claw Forestry Services, LLC under EIN 64-0931698 and plan number 001. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031140638NAL0002788224001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Claw Forestry Services, LLC
- EIN
- 64-0931698
- Plan number
- 001
- Location
- Jackson, MS
- Participants
- 383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,075,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,075,236
- Employer contributions
- $315,629
- Participant contributions
- $853,702
- Total income / additions
- $2,110,972
- Benefits paid
- $660,201
- Administrative expenses
- $51,145
- Total expenses
- $711,346
- Net increase / (decrease)
- $1,399,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mwg Retirement Plan Services | RECORDKEEPER | $23,875 | $0 |
| Ballew Advisors | INVESTMENT ADVISOR | $22,168 | not reported in the loaded dataset |