Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Harbin Lumber Co., 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, Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Harbin Lumber Co., Inc. under EIN 58-0530476 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $13,277,985 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.3MPlan net assets, end of year$13,277,985
Participants365Covered participants reported
Assets / participant$36.4KComputed: assets ÷ participants$36,378 (computed)
Provider compensation$47.4K2 Schedule C provider row(s)$47,435
Plan sponsor
Harbin Lumber Co., Inc.
EIN
58-0530476
Plan number
001
Plan type
2
Location
Lavonia, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023365H, C20240626135108NAL0005467971002
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities
Money in vs. money out
Total income / additions$3.5M
Total expenses$976.8K
Benefits paid / distributions$929.4K
Contributions
Employer$565.8K
Participant$962.9K
Full reported line items

Net assets

Total assets (EOY)
$13,277,985
Net assets (EOY)
$13,277,985
Net assets (BOY)
$10,773,754

Income & contributions

Employer contributions
$565,773
Participant contributions
$962,938
Total contributions
$1,530,902
Total income / additions
$3,481,072

Expenses & distributions

Benefits paid
$929,406
Administrative expenses
$47,435
Total expenses
$976,841
Net increase / (decrease)
$2,504,231
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$29,996$02023
Cambridge Investment Research Adv.INVESTMENT ADVISORY-PLAN$17,439not reported in the loaded dataset2023

Related Form 5500 pages