Plan5500

Bell Lumber & Pole Company 401(K) Profit Sharing Plan — Form 5500 plan (Bell Lumber & Pole 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, Bell Lumber & Pole Company 401(K) Profit Sharing Plan is a benefit plan reported by Bell Lumber & Pole Company under EIN 41-0144340 and plan number 004. The latest loaded filing year is 2023. The filing reports 215 participants and $11,059,852 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.1MPlan net assets, end of year$11,059,852
Participants215Covered participants reported
Assets / participant$51.4KComputed: assets ÷ participants$51,441 (computed)
Provider compensation$43.3K3 Schedule C provider row(s)$43,261
Plan sponsor
Bell Lumber & Pole Company
EIN
41-0144340
Plan number
004
Plan type
2
Location
New Brighton, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    215 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$604.8K
Benefits paid / distributions$561.5K
Contributions
Employer$1.2M
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$11,059,852
Total liabilities (EOY)
$0
Net assets (EOY)
$11,059,852
Net assets (BOY)
$6,271,392

Income & contributions

Employer contributions
$1,218,648
Participant contributions
$1,033,924
Total contributions
$3,797,035
Total income / additions
$5,393,226

Expenses & distributions

Benefits paid
$561,505
Administrative expenses
$43,261
Total expenses
$604,766
Net increase / (decrease)
$4,788,460
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 54%Participant 46%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Oneamerica Retirement Services LLC$22.6K
    NONE · Direct $22.6K
  2. 2
    Intellicents Investment Solutions$20.6K
    NONE · Direct $20.6K
  3. 3
    Matrix Trust Company$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Bell Lumber & Pole Company 401(K) Profit Sharing Plan?
Bell Lumber & Pole Company 401(K) Profit Sharing Plan is reported as sponsored by Bell Lumber & Pole Company (EIN 41-0144340, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bell Lumber & Pole Company 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Bell Lumber & Pole Company 401(K) Profit Sharing Plan is 2023.
How many participants does Bell Lumber & Pole Company 401(K) Profit Sharing Plan report?
Bell Lumber & Pole Company 401(K) Profit Sharing Plan reports 215 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bell Lumber & Pole Company 401(K) Profit Sharing Plan?
Bell Lumber & Pole Company 401(K) Profit Sharing Plan reports $11,059,852 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages