Spahn & Rose Lumber Co Employees 401(K) Psp — Form 5500 plan (Spahn & Rose Lumber 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, Spahn & Rose Lumber Co Employees 401(K) Psp is a benefit plan reported by Spahn & Rose Lumber Co. under EIN 42-0536450 and plan number 001. The latest loaded filing year is 2023. The filing reports 477 participants and $29,479,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spahn & Rose Lumber Co.
- EIN
- 42-0536450
- Plan number
- 001
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 477
- End-of-year plan assets
- $29,479,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 477 | H, C | 20240925085028NAL0008162851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,479,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,479,569
- Net assets (BOY)
- $27,244,303
Income & contributions
- Employer contributions
- $1,247,851
- Participant contributions
- $1,256,664
- Total contributions
- $2,613,454
- Total income / additions
- $6,696,081
Expenses & distributions
- Benefits paid
- $4,356,302
- Administrative expenses
- $72,096
- Total expenses
- $4,460,815
- Net increase / (decrease)
- $2,235,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $38,938 | $0 | 2023 |
| Global Retirement Partners | NONE | $38,360 | not reported in the loaded dataset | 2023 |