Clem Lumber Profit Sharing Trust — Form 5500 plan (Clem Lumber & Distributing Company)

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, Clem Lumber Profit Sharing Trust is a benefit plan reported by Clem Lumber & Distributing Company under EIN 31-0509958 and plan number 001. The latest loaded filing year is 2023. The filing reports 62 participants and $15,277,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clem Lumber & Distributing Company
EIN
31-0509958
Plan number
001
Plan type
2
Location
Alliance, OH
Latest filing year
2023
Participants
62
End-of-year plan assets
$15,277,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202362I20240725082949NAL0009046723001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$15,277,815
Net assets (EOY)
$15,277,815
Net assets (BOY)
$14,817,119

Income & contributions

Employer contributions
$318,372
Participant contributions
$771,479
Total income / additions
$1,089,851

Expenses & distributions

Benefits paid
$587,552
Administrative expenses
$41,603
Total expenses
$629,155
Net increase / (decrease)
$460,696

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages