Plan5500

Amended And Restated Savings Fund Plan For Employees Of 84 Lumber Company — Form 5500 plan (84 Lumber Company, L.P.)

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, Amended And Restated Savings Fund Plan For Employees Of 84 Lumber Company is a benefit plan reported by 84 Lumber Company, L.P. under EIN 25-1613116 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,433 participants and $655,935,234 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$655.9MPlan net assets, end of year$655,935,234
Participants9.4KCovered participants reported9,433
Assets / participant$69.5KComputed: assets ÷ participants$69,536 (computed)
Provider compensation$255.5K2 Schedule C provider row(s)$255,536
Plan sponsor
84 Lumber Company, L.P.
EIN
25-1613116
Plan number
002
Plan type
2
Location
Eighty-Four, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    9,433 participants · 2Sch HSch C
    View filing →
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)$655.9M total assets
Net assets$655.9MLiabilities$0
Money in vs. money out
Total income / additions$168.3M
Total expenses$31.1M
Benefits paid / distributions$30.5M
Contributions
Employer$43.6M
Participant$36.6M
Full reported line items

Net assets

Total assets (EOY)
$655,935,234
Total liabilities (EOY)
$0
Net assets (EOY)
$655,935,234
Net assets (BOY)
$518,710,871

Income & contributions

Employer contributions
$43,588,084
Participant contributions
$36,631,417
Total contributions
$81,967,465
Total income / additions
$168,306,183

Expenses & distributions

Benefits paid
$30,489,555
Administrative expenses
$281,013
Total expenses
$31,081,820
Net increase / (decrease)
$137,224,363
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)
Employer 54%Participant 46%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$205.5K
    RECORDKEEPER · Direct $205.5K · Indirect $0
  2. 2
    Kestra Advisory Services LLC$50K
    NONE · Direct $50K

What to inspect next

Frequently asked questions

Who sponsors the Amended And Restated Savings Fund Plan For Employees Of 84 Lumber Company?
Amended And Restated Savings Fund Plan For Employees Of 84 Lumber Company is reported as sponsored by 84 Lumber Company, L.P. (EIN 25-1613116, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Amended And Restated Savings Fund Plan For Employees Of 84 Lumber Company?
The latest Form 5500 filing year loaded for Amended And Restated Savings Fund Plan For Employees Of 84 Lumber Company is 2023.
How many participants does Amended And Restated Savings Fund Plan For Employees Of 84 Lumber Company report?
Amended And Restated Savings Fund Plan For Employees Of 84 Lumber Company reports 9,433 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Amended And Restated Savings Fund Plan For Employees Of 84 Lumber Company?
Amended And Restated Savings Fund Plan For Employees Of 84 Lumber Company reports $655,935,234 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages