Storehouse Multiple Employer Plan Adopted By Dunn Lumber Co., Inc. — Form 5500 plan (Storehouse Multiple Employer Plan Board Of Directors)
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, Storehouse Multiple Employer Plan Adopted By Dunn Lumber Co., Inc. is a benefit plan reported by Storehouse Multiple Employer Plan Board Of Directors under EIN 46-3765488 and plan number 002. The latest loaded filing year is 2023. The filing reports 613 participants and $26,124,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Storehouse Multiple Employer Plan Board Of Directors
- EIN
- 46-3765488
- Plan number
- 002
- Plan type
- 2
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $26,124,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20241014150952NAL0015175459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,124,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,124,702
- Net assets (BOY)
- $22,251,328
Income & contributions
- Employer contributions
- $447,027
- Participant contributions
- $1,708,811
- Total contributions
- $2,166,073
- Total income / additions
- $5,842,288
Expenses & distributions
- Benefits paid
- $1,815,747
- Administrative expenses
- $121,034
- Total expenses
- $1,968,914
- Net increase / (decrease)
- $3,873,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc. | RECORDKEEPER | $120,020 | not reported in the loaded dataset | 2023 |
| Trutina Financial | INVESTMENT ADVISORY | $1,015 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | CUSTODIAL | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Storehouse Multiple Employer Plan Board Of Directors
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Pentegra Services, Inc. — Schedule C compensation
- Trutina Financial — Schedule C compensation
- Reliance Trust Company — Schedule C compensation