D.R. Johnson Lumber Company 401(K) Plan — Form 5500 plan (D.R. Johnson Lumber 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, D.R. Johnson Lumber Company 401(K) Plan is a benefit plan reported by D.R. Johnson Lumber Company under EIN 93-0475252 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $5,274,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D.R. Johnson Lumber Company
- EIN
- 93-0475252
- Plan number
- 001
- Plan type
- 2
- Location
- Riddle, OR
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $5,274,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241014181218NAL0013727603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,274,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,274,424
- Net assets (BOY)
- $5,351,878
Income & contributions
- Employer contributions
- $63,698
- Participant contributions
- $298,735
- Total contributions
- $362,433
- Total income / additions
- $1,113,852
Expenses & distributions
- Benefits paid
- $1,153,588
- Administrative expenses
- $37,718
- Total expenses
- $1,191,306
- Net increase / (decrease)
- -$77,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $22,333 | $30 | 2023 |
| Morgan Stanley Global | NONE | $15,385 | not reported in the loaded dataset | 2023 |