Battle Lumber Company 401(K) Profit Sharing Plan — Form 5500 plan (Battle 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, Battle Lumber Company 401(K) Profit Sharing Plan is a benefit plan reported by Battle Lumber Company, Inc. under EIN 58-1180138 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $14,998,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Battle Lumber Company, Inc.
- EIN
- 58-1180138
- Plan number
- 001
- Plan type
- 2
- Location
- Wadley, GA
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $14,998,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20240709162130NAL0015812001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,998,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,998,427
- Net assets (BOY)
- $13,039,950
Income & contributions
- Employer contributions
- $552,513
- Participant contributions
- $887,017
- Total contributions
- $1,439,530
- Total income / additions
- $3,528,815
Expenses & distributions
- Benefits paid
- $1,514,146
- Administrative expenses
- $56,192
- Total expenses
- $1,570,338
- Net increase / (decrease)
- $1,958,477
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,191 | $0 | 2023 |
| Wells Fargo Advisors Financial Netw | INVESTMENT ADVISORY | $0 | $33,753 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Battle Lumber Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Wadley, GA
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Advisors Financial Netw — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation