Claw/Southeastern Timber 401(K) Savings Plan — Form 5500 plan (Claw Forestry Services, 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, Claw/Southeastern Timber 401(K) Savings Plan is a benefit plan reported by Claw Forestry Services, LLC under EIN 64-0931698 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $5,075,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Claw Forestry Services, LLC
EIN
64-0931698
Plan number
001
Plan type
3
Location
Jackson, MS
Latest filing year
2023
Participants
383
End-of-year plan assets
$5,075,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023383H, C20241031140638NAL0002788224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,075,236
Total liabilities (EOY)
$0
Net assets (EOY)
$5,075,236
Net assets (BOY)
$3,675,610

Income & contributions

Employer contributions
$315,629
Participant contributions
$853,702
Total contributions
$1,204,630
Total income / additions
$2,110,972

Expenses & distributions

Benefits paid
$660,201
Administrative expenses
$51,145
Total expenses
$711,346
Net increase / (decrease)
$1,399,626

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mwg Retirement Plan ServicesRECORDKEEPER$23,875$02023
Ballew AdvisorsINVESTMENT ADVISOR$22,168not reported in the loaded dataset2023

Related Form 5500 pages