Lumbermen Associates, Inc. Profit Sharing Plan — Form 5500 plan (Lumbermen Associates, 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, Lumbermen Associates, Inc. Profit Sharing Plan is a benefit plan reported by Lumbermen Associates, Inc. under EIN 23-1893159 and plan number 002. The latest loaded filing year is 2023. The filing reports 75 participants and $8,728,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lumbermen Associates, Inc.
- EIN
- 23-1893159
- Plan number
- 002
- Plan type
- 2
- Location
- Bristol, PA
- Latest filing year
- 2023
- Participants
- 75
- End-of-year plan assets
- $8,728,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 75 | I | 20241001100324NAL0003888915001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,728,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,728,612
- Net assets (BOY)
- $7,661,509
Income & contributions
- Employer contributions
- $262,718
- Participant contributions
- $323,278
- Total income / additions
- $1,818,032
Expenses & distributions
- Benefits paid
- $750,904
- Administrative expenses
- $25
- Total expenses
- $750,929
- Net increase / (decrease)
- $1,067,103
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.