2023 Form 5500 filing — O.K. Lumber Sawdust Fund

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 20250401134350NAL0010897840001) for O.K. Lumber Sawdust Fund, reported by O.K. Lumber Company under EIN 94-2562544 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,659,191
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250401134350NAL0010897840001
Plan sponsor
O.K. Lumber Company
EIN
94-2562544
Plan number
001
Location
San Carlos, CA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$584.7K
Total expenses$132.4K
Benefits paid / distributions$132.1K
Contributions
Employer$250K
Participant$35.1K
Full reported line items
Total assets (EOY)
$2,659,191
Total liabilities (EOY)
$0
Net assets (EOY)
$2,659,191
Employer contributions
$250,000
Participant contributions
$35,091
Total income / additions
$584,712
Benefits paid
$132,058
Administrative expenses
$294
Total expenses
$132,352
Net increase / (decrease)
$452,360

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250401134350NAL0010897840001 cover?
It is the 2023 Form 5500 filing for O.K. Lumber Sawdust Fund, reported by O.K. Lumber Company (EIN 94-2562544).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages