Timberline Lodge Employee Savings And Protection Plan — Form 5500 plan (R.L.K. And 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, Timberline Lodge Employee Savings And Protection Plan is a benefit plan reported by R.L.K. And Company under EIN 93-0441340 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $12,349,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.L.K. And Company
- EIN
- 93-0441340
- Plan number
- 001
- Plan type
- 2
- Location
- Government Camp, OR
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $12,349,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241015150628NAL0030099953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,349,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,349,132
- Net assets (BOY)
- $10,552,672
Income & contributions
- Employer contributions
- $241,728
- Participant contributions
- $403,197
- Total contributions
- $692,737
- Total income / additions
- $2,513,379
Expenses & distributions
- Benefits paid
- $660,275
- Administrative expenses
- $56,644
- Total expenses
- $716,919
- Net increase / (decrease)
- $1,796,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Phillips & Company Securities Inc | ADVISOR | $27,280 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $26,559 | $0 | 2023 |