Lone Rock Resources 401(K) And Profit Sharing Plan — Form 5500 plan (Lone Rock Timber Management Company)
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, Lone Rock Resources 401(K) And Profit Sharing Plan is a benefit plan reported by Lone Rock Timber Management Company under EIN 93-0376389 and plan number 002. The latest loaded filing year is 2023. The filing reports 438 participants and $35,647,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lone Rock Timber Management Company
- EIN
- 93-0376389
- Plan number
- 002
- Plan type
- 2
- Location
- Roseburg, OR
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $35,647,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20241015172026NAL0029233009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,647,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,647,768
- Net assets (BOY)
- $26,525,872
Income & contributions
- Employer contributions
- $883,452
- Participant contributions
- $1,129,895
- Total contributions
- $2,045,738
- Total income / additions
- $6,783,384
Expenses & distributions
- Benefits paid
- $4,012,342
- Administrative expenses
- $73,132
- Total expenses
- $4,093,796
- Net increase / (decrease)
- $2,689,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $54,420 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,412 | $0 | 2023 |
| Qdro Consultants Co LLC | CONTRACT ADMIN | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lone Rock Timber Management Company
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Roseburg, OR
- Wells Fargo Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation