Cal-Tex Lumber Co., Inc. 401(K) Plan — Form 5500 plan (Cal-Tex 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, Cal-Tex Lumber Co., Inc. 401(K) Plan is a benefit plan reported by Cal-Tex Lumber Co., Inc. under EIN 74-2466148 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $18,041,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cal-Tex Lumber Co., Inc.
EIN
74-2466148
Plan number
001
Plan type
2
Location
Nacogdoches, TX
Latest filing year
2023
Participants
207
End-of-year plan assets
$18,041,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20240918133200NAL0004380705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,041,726
Total liabilities (EOY)
$0
Net assets (EOY)
$18,041,726
Net assets (BOY)
$15,145,803

Income & contributions

Employer contributions
$543,330
Participant contributions
$685,077
Total contributions
$1,235,954
Total income / additions
$3,796,087

Expenses & distributions

Benefits paid
$862,595
Administrative expenses
$34,780
Total expenses
$900,164
Net increase / (decrease)
$2,895,923

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$24,781$02023
Kestra Advisory Services LLCINVESTMENT ADVISOR$10,000not reported in the loaded dataset2023

Related Form 5500 pages