Teal Jones Lumber Services, Inc. 401(K) Plan — Form 5500 plan (Teal Jones Lumber Services, 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, Teal Jones Lumber Services, Inc. 401(K) Plan is a benefit plan reported by Teal Jones Lumber Services, Inc. under EIN 27-0101074 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $9,457,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teal Jones Lumber Services, Inc.
- EIN
- 27-0101074
- Plan number
- 001
- Plan type
- 3
- Location
- Sumas, WA
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $9,457,798
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241015092911NAL0048668176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,457,798
- Total liabilities (EOY)
- $1,817
- Net assets (EOY)
- $9,455,981
- Net assets (BOY)
- $7,380,673
Income & contributions
- Employer contributions
- $708,383
- Participant contributions
- $1,016,958
- Total contributions
- $1,820,353
- Total income / additions
- $2,961,657
Expenses & distributions
- Benefits paid
- $769,684
- Administrative expenses
- $107,867
- Total expenses
- $886,349
- Net increase / (decrease)
- $2,075,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Plan Specialists | TPA | $60,492 | $0 | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $34,930 | $0 | 2023 |
| Pickett, Chaney & Mcmullen Llp | AUDITOR | $18,850 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research. | ADVISOR | $16,438 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,887 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teal Jones Lumber Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Sumas, WA
- Pension Plan Specialists — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Pickett, Chaney & Mcmullen Llp — Schedule C compensation
- Cambridge Investment Research. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation