Herbert Lumber Co. Employee Stock Ownership Plan — Form 5500 plan (Herbert Lumber Company Inc.)
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, Herbert Lumber Co. Employee Stock Ownership Plan is a benefit plan reported by Herbert Lumber Company Inc. under EIN 45-2781056 and plan number 002. The latest loaded filing year is 2023. The filing reports 66 participants and $1,850,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herbert Lumber Company Inc.
- EIN
- 45-2781056
- Plan number
- 002
- Plan type
- 2
- Location
- Riddle, OR
- Latest filing year
- 2023
- Participants
- 66
- End-of-year plan assets
- $1,850,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 66 | I | 20240925160240NAL0027270786001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,850,190
- Total liabilities (EOY)
- $23,605,152
- Net assets (EOY)
- -$21,754,962
- Net assets (BOY)
- $1,050,250
Income & contributions
- Employer contributions
- $733,916
- Participant contributions
- $0
- Total income / additions
- -$22,663,095
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $142,117
- Net increase / (decrease)
- -$22,805,212
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.