Who sponsors the Arnold Lumber Company 401(K) Employee Savings Plan?

Arnold Lumber Company 401(K) Employee Savings Plan is reported as sponsored by Arnold Lumber Company, Inc. (EIN 05-0365474, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Arnold Lumber Company 401(K) Employee Savings Plan?

The latest Form 5500 filing year loaded for Arnold Lumber Company 401(K) Employee Savings Plan is 2023.

How many participants does Arnold Lumber Company 401(K) Employee Savings Plan report?

Arnold Lumber Company 401(K) Employee Savings Plan reports 266 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Arnold Lumber Company 401(K) Employee Savings Plan?

Arnold Lumber Company 401(K) Employee Savings Plan reports $12,391,663 in end-of-year plan assets in its latest loaded Form 5500 filing.

Arnold Lumber Company 401(K) Employee Savings Plan — Form 5500 plan (Arnold Lumber 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, Arnold Lumber Company 401(K) Employee Savings Plan is a benefit plan reported by Arnold Lumber Company, Inc. under EIN 05-0365474 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $12,391,663 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.4MPlan net assets, end of year$12,391,663

Participants266Covered participants reported

Assets / participant$46.6KComputed: assets ÷ participants$46,585 (computed)

Provider compensation$72.8K4 Schedule C provider row(s)$72,799

Plan sponsor: Arnold Lumber Company, Inc.
EIN: 05-0365474
Plan number: 001
Plan type: 2
Location: West Kingston, RI
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	266	H, C	20240730122450NAL0020006353001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.4M total assets

Net assets$12.4MLiabilities$0

Money in vs. money out

Total income / additions$3M

Total expenses$1.8M

Benefits paid / distributions$1.7M

Contributions

Employer$160.6K

Participant$906K

Full reported line items

Net assets

Total assets (EOY): $12,391,663
Total liabilities (EOY): $0
Net assets (EOY): $12,391,663
Net assets (BOY): $11,154,714

Income & contributions

Employer contributions: $160,595
Participant contributions: $905,989
Total contributions: $1,322,543
Total income / additions: $2,988,078

Expenses & distributions

Benefits paid: $1,674,834
Administrative expenses: $55,779
Total expenses: $1,751,129
Net increase / (decrease): $1,236,949

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

15%85%

Employer 15%Participant 85%

Total expenses ÷ net assets14%Computed ratio

Benefits paid ÷ total income56%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Annuity Ins. Co. Of America	RECORDKEEPER	$36,589	$0	2023
Lincoln Financial Securities	ADVISOR	$0	$17,020	2023
Arnold Lumber Co	TRUSTEE	$13,500	not reported in the loaded dataset	2023
Leafhouse Financial Advisors, LLC	N/A	$5,690	not reported in the loaded dataset	2023