Lhc, Incorporated/Thompson River Lumber 401(K) Profit Sharing Plan — Form 5500 plan (Lhc, Incorporated)

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, Lhc, Incorporated/Thompson River Lumber 401(K) Profit Sharing Plan is a benefit plan reported by Lhc, Incorporated under EIN 81-0303245 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $12,503,302 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lhc, Incorporated
EIN
81-0303245
Plan number
001
Plan type
2
Location
Kalispell, MT
Latest filing year
2023
Participants
313
End-of-year plan assets
$12,503,302

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20240801135706NAL0023757905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,503,302
Total liabilities (EOY)
$100
Net assets (EOY)
$12,503,202
Net assets (BOY)
$10,872,527

Income & contributions

Employer contributions
$955,623
Participant contributions
$506,401
Total contributions
$1,462,024
Total income / additions
$2,992,806

Expenses & distributions

Benefits paid
$1,301,873
Administrative expenses
$58,936
Total expenses
$1,362,131
Net increase / (decrease)
$1,630,675

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stockman Wealth ManagementINVESTMENT ADVISOR$40,553not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$18,744$02023

Related Form 5500 pages