Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan — Form 5500 plan (Bliffert Lumber & Fuel Co.)
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, Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan is a benefit plan reported by Bliffert Lumber & Fuel Co. under EIN 39-0170225 and plan number 003. The latest loaded filing year is 2023. The filing reports 194 participants and $18,286,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bliffert Lumber & Fuel Co.
- EIN
- 39-0170225
- Plan number
- 003
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H | 20250415135006NAL0006380322001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $18,286,329
- Total liabilities (EOY)
- $4,484,377
- Net assets (EOY)
- $13,801,952
- Net assets (BOY)
- $4,698,546
Income & contributions
- Employer contributions
- $290,727
- Total contributions
- $290,727
- Total income / additions
- $9,278,037
Expenses & distributions
- Benefits paid
- $85,667
- Administrative expenses
- $1,555
- Total expenses
- $174,631
- Net increase / (decrease)
- $9,103,406
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.