Jackson Lumber & Millwork Co, Inc. 401k Plan — Form 5500 plan (Jackson Lumber & Millwork Company, Inc.)
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, Jackson Lumber & Millwork Co, Inc. 401k Plan is a benefit plan reported by Jackson Lumber & Millwork Company, Inc. under EIN 04-2022453 and plan number 002. The latest loaded filing year is 2023. The filing reports 194 participants and $16,295,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Lumber & Millwork Company, Inc.
- EIN
- 04-2022453
- Plan number
- 002
- Plan type
- 2
- Location
- Lawrence, MA
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $16,295,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20240604085152NAL0019192993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,295,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,295,462
- Net assets (BOY)
- $15,359,266
Income & contributions
- Employer contributions
- $228,045
- Participant contributions
- $871,160
- Total contributions
- $1,166,147
- Total income / additions
- $3,846,263
Expenses & distributions
- Benefits paid
- $2,875,743
- Administrative expenses
- $14,867
- Total expenses
- $2,910,067
- Net increase / (decrease)
- $936,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nylink Insurance Agency Inc | SHAREHOLDER SERVICE PROV | $0 | $28,945 | 2023 |
| Angell Pension Group, Inc | THIRD PARTY ADMINISTRATO | $1,500 | $12,479 | 2023 |
| Caron Bletzer | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,379 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Lumber & Millwork Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Lawrence, MA
- Nylink Insurance Agency Inc — Schedule C compensation
- Angell Pension Group, Inc — Schedule C compensation
- Caron Bletzer — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation