Marling Lumber Company Employees 401(K) Profit Sharing Plan — Form 5500 plan (Marling Lumber 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, Marling Lumber Company Employees 401(K) Profit Sharing Plan is a benefit plan reported by Marling Lumber Company under EIN 39-0452030 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $4,819,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marling Lumber Company
- EIN
- 39-0452030
- Plan number
- 001
- Plan type
- 2
- Location
- Janesville, WI
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $4,819,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20241009145051NAL0018575233002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,819,043
- Net assets (EOY)
- $4,819,043
- Net assets (BOY)
- $4,036,322
Income & contributions
- Employer contributions
- $40,543
- Participant contributions
- $287,084
- Total contributions
- $327,627
- Total income / additions
- $1,068,841
Expenses & distributions
- Benefits paid
- $250,298
- Administrative expenses
- $35,104
- Total expenses
- $286,120
- Net increase / (decrease)
- $782,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $24,111 | $0 | 2023 |
| Vrakas S.C. | AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |