Frank Miller Lumber Company, Inc. Employees Retirement Plan — Form 5500 plan (Frank Miller 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, Frank Miller Lumber Company, Inc. Employees Retirement Plan is a benefit plan reported by Frank Miller Lumber Company Inc under EIN 35-1076932 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $13,334,151 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frank Miller Lumber Company Inc
EIN
35-1076932
Plan number
001
Plan type
2
Location
Union City, IN
Latest filing year
2023
Participants
133
End-of-year plan assets
$13,334,151

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20240723145645NAL0011979185003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,334,151
Net assets (EOY)
$13,334,151
Net assets (BOY)
$11,045,435

Income & contributions

Employer contributions
$251,275
Participant contributions
$461,637
Total contributions
$715,303
Total income / additions
$2,716,643

Expenses & distributions

Benefits paid
$371,016
Administrative expenses
$56,911
Total expenses
$427,927
Net increase / (decrease)
$2,288,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$31,074$02023
Everhart AdvisorsINVESTMENT ADVISORY$25,837not reported in the loaded dataset2023

Related Form 5500 pages