West Fraser, Inc. 401(K) Plan — Form 5500 plan (West Fraser, 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, West Fraser, Inc. 401(K) Plan is a benefit plan reported by West Fraser, Inc. under EIN 72-1489951 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,668 participants and $287,015,598 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Fraser, Inc.
EIN
72-1489951
Plan number
003
Plan type
2
Location
Germantown, TN
Latest filing year
2023
Participants
2,668
End-of-year plan assets
$287,015,598

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,668H, C20240813073532NAL0005653187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$287,015,598
Total liabilities (EOY)
$4
Net assets (EOY)
$287,015,594
Net assets (BOY)
$138,729,958

Income & contributions

Employer contributions
$17,474,054
Participant contributions
$16,766,887
Total contributions
$37,962,175
Total income / additions
$73,068,032

Expenses & distributions

Benefits paid
$29,546,276
Administrative expenses
$230,620
Total expenses
$29,825,021
Net increase / (decrease)
$43,243,011

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$139,636$02023
Strategic Advisors, Inc.ADVISOR$90,984not reported in the loaded dataset2023

Related Form 5500 pages