Bennett Lumber Products, Inc. 401(K) Plan — Form 5500 plan (Bennett Lumber Products, 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, Bennett Lumber Products, Inc. 401(K) Plan is a benefit plan reported by Bennett Lumber Products, Inc. under EIN 91-0726966 and plan number 002. The latest loaded filing year is 2023. The filing reports 267 participants and $30,512,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bennett Lumber Products, Inc.
- EIN
- 91-0726966
- Plan number
- 002
- Plan type
- 2
- Location
- Princeton, ID
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $30,512,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20240923110112NAL0015317488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,512,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,512,714
- Net assets (BOY)
- $29,127,652
Income & contributions
- Employer contributions
- $633,815
- Participant contributions
- $1,056,513
- Total contributions
- $1,690,328
- Total income / additions
- $5,592,586
Expenses & distributions
- Benefits paid
- $4,074,830
- Administrative expenses
- $132,694
- Total expenses
- $4,207,524
- Net increase / (decrease)
- $1,385,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $67,910 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $51,784 | not reported in the loaded dataset | 2023 |
| Presnell Gage, Pllc | AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bennett Lumber Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Princeton, ID
- Empower Advisory Group, LLC — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Presnell Gage, Pllc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation