Pleasant River Lumber Company 401(K) Plan — Form 5500 plan (Pleasant River Lumber Company)
Plain-English plan 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, Pleasant River Lumber Company 401(K) Plan is a benefit plan reported by Pleasant River Lumber Company under EIN 01-0465420 and plan number 001. The latest loaded filing year is 2023. The filing reports 803 participants and $19,231,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pleasant River Lumber Company
- EIN
- 01-0465420
- Plan number
- 001
- Plan type
- 2
- Location
- Dover-Foxcroft, ME
- Latest filing year
- 2023
- Participants
- 803
- End-of-year plan assets
- $19,231,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 803 | H, C | 20241011101414NAL0022548529003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,231,296
- Net assets (EOY)
- $19,231,296
- Net assets (BOY)
- $17,840,111
Income & contributions
- Employer contributions
- $1,039,853
- Participant contributions
- $1,753,970
- Total contributions
- $5,030,320
- Total income / additions
- $7,841,964
Expenses & distributions
- Benefits paid
- $6,360,974
- Administrative expenses
- $86,229
- Total expenses
- $6,450,779
- Net increase / (decrease)
- $1,391,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sagepoint Financial Inc | INVESTMENT ADVISOR | $30,583 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,179 | $0 | 2023 |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $9,397 | not reported in the loaded dataset | 2023 |
| Downeast Pension Services Inc | TPA | $9,200 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $7,523 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pleasant River Lumber Company
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Dover-Foxcroft, ME
- Sagepoint Financial Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Osaic Wealth, Inc — Schedule C compensation
- Downeast Pension Services Inc — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation