Lumbermens Merchandising Corporation Savings And Retirement Plan — Form 5500 plan (Lumbermens Merchandising Corporation)
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, Lumbermens Merchandising Corporation Savings And Retirement Plan is a benefit plan reported by Lumbermens Merchandising Corporation under EIN 23-0825150 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $101,062,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lumbermens Merchandising Corporation
- EIN
- 23-0825150
- Plan number
- 001
- Plan type
- 2
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $101,062,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241014171748NAL0026818593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,062,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,062,497
- Net assets (BOY)
- $90,398,283
Income & contributions
- Employer contributions
- $2,319,551
- Participant contributions
- $1,338,851
- Total contributions
- $3,878,722
- Total income / additions
- $17,931,008
Expenses & distributions
- Benefits paid
- $7,196,294
- Administrative expenses
- $70,500
- Total expenses
- $7,266,794
- Net increase / (decrease)
- $10,664,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $30,830 | $0 | 2023 |