2023 Form 5500 filing — Union Grove Lumber And True Value Co. Employee Stock Ownership Plan And Trust
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 20241230105314NAL0027385216001) for Union Grove Lumber And True Value Co. Employee Stock Ownership Plan And Trust, reported by Union Grove Lumber & True Value Company under EIN 39-0669030 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$514.4KReported net assets$514,381
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241230105314NAL0027385216001
- Plan sponsor
- Union Grove Lumber & True Value Company
- EIN
- 39-0669030
- Plan number
- 002
- Location
- Union Grove, WI
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$514.4K total assets
Net assets$514.4KLiabilities—
Full reported line items
- Total assets (EOY)
- $514,381
- Net assets (EOY)
- $514,381
- Total income / additions
- -$3,295
- Benefits paid
- $16,139
- Total expenses
- $16,139
- Net increase / (decrease)
- -$19,434