The Marvin Companies Profit Sharing And 401(K) Plan — Form 5500 plan (Marvin Lumber And Cedar 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, The Marvin Companies Profit Sharing And 401(K) Plan is a benefit plan reported by Marvin Lumber And Cedar Company under EIN 41-0396845 and plan number 333. The latest loaded filing year is 2023. The filing reports 7,965 participants and $592,276,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marvin Lumber And Cedar Company
- EIN
- 41-0396845
- Plan number
- 333
- Plan type
- 2
- Location
- Warroad, MN
- Latest filing year
- 2023
- Participants
- 7,965
- End-of-year plan assets
- $592,276,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,965 | H, C | 20240624085403NAL0006187505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $592,276,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $592,276,815
- Net assets (BOY)
- $508,858,968
Income & contributions
- Employer contributions
- $16,661,498
- Participant contributions
- $34,310,826
- Total contributions
- $53,782,743
- Total income / additions
- $132,405,755
Expenses & distributions
- Benefits paid
- $47,865,877
- Administrative expenses
- $919,359
- Total expenses
- $48,987,908
- Net increase / (decrease)
- $83,417,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | NONE | $442,619 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | NONE | $392,889 | $0 | 2023 |
| Sageview Advisory Group, LLC | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $21,751 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marvin Lumber And Cedar Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Warroad, MN
- Sageview Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation