Strait And Lamp Lumber Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Strait And Lamp Lumber Company, 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, Strait And Lamp Lumber Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Strait And Lamp Lumber Company, Inc under EIN 31-4417230 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $11,289,624 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strait And Lamp Lumber Company, Inc
EIN
31-4417230
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
218
End-of-year plan assets
$11,289,624

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20240423092234NAL0001647504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,289,624
Total liabilities (EOY)
$0
Net assets (EOY)
$11,289,624
Net assets (BOY)
$9,537,252

Income & contributions

Employer contributions
$143,722
Participant contributions
$745,498
Total contributions
$997,881
Total income / additions
$2,538,602

Expenses & distributions

Benefits paid
$727,235
Administrative expenses
$58,995
Total expenses
$786,230
Net increase / (decrease)
$1,752,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oppenheimer & Co, IncINVESTMENT ADVISOR$24,764not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$18,711$02023
Pw PartnersOTHER$7,500not reported in the loaded dataset2023
Rea & AssociatesCONTRACT ADMIN$6,790not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$1,230not reported in the loaded dataset2023

Related Form 5500 pages