Timber Automation, LLC 401(K) Plan — Form 5500 plan (Timber Automation, LLC)

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, Timber Automation, LLC 401(K) Plan is a benefit plan reported by Timber Automation, LLC under EIN 47-4749928 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $11,530,895 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Timber Automation, LLC
EIN
47-4749928
Plan number
001
Plan type
2
Location
Hot Springs, AR
Latest filing year
2023
Participants
298
End-of-year plan assets
$11,530,895

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20250408084642NAL0020091089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,530,895
Total liabilities (EOY)
$0
Net assets (EOY)
$11,530,895
Net assets (BOY)
$10,339,966

Income & contributions

Employer contributions
$524,242
Participant contributions
$948,481
Total contributions
$1,486,196
Total income / additions
$3,167,629

Expenses & distributions

Benefits paid
$1,918,769
Administrative expenses
$57,931
Total expenses
$1,976,700
Net increase / (decrease)
$1,190,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$28,909$02023
Creative Planning LLCADVISOR$17,294not reported in the loaded dataset2023
Lockton Financial Advisors LLCADVISOR$6,356not reported in the loaded dataset2023

Related Form 5500 pages