Claude Howard Lumber Company, Inc. 401(K) Plan — Form 5500 plan (Claude Howard 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, Claude Howard Lumber Company, Inc. 401(K) Plan is a benefit plan reported by Claude Howard Lumber Company, Inc. under EIN 58-0696147 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $12,260,087 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.2MPlan net assets, end of year$12,241,912
Participants261Covered participants reported
Assets / participant$47KComputed: assets ÷ participants$46,974 (computed)
Provider compensation$75.3K2 Schedule C provider row(s)$75,253
- Plan sponsor
- Claude Howard Lumber Company, Inc.
- EIN
- 58-0696147
- Plan number
- 001
- Plan type
- 2
- Location
- Statesboro, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20240920124031NAL0015431874001 |
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)$12.3M total assets
Net assets$12.2MLiabilities$18.2K
Full reported line items
Net assets
- Total assets (EOY)
- $12,260,087
- Total liabilities (EOY)
- $18,175
- Net assets (EOY)
- $12,241,912
- Net assets (BOY)
- $9,159,010
Income & contributions
- Employer contributions
- $410,631
- Participant contributions
- $958,480
- Total contributions
- $1,806,239
- Total income / additions
- $3,519,671
Expenses & distributions
- Benefits paid
- $355,460
- Administrative expenses
- $81,309
- Total expenses
- $436,769
- Net increase / (decrease)
- $3,082,902
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.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaud & Co. Inc. | ADVISOR | $43,487 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $31,766 | $0 | 2023 |