The Hallstrom Retirement Program — Form 5500 plan (Zip-O-Log Mills, 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, The Hallstrom Retirement Program is a benefit plan reported by Zip-O-Log Mills, Inc. under EIN 93-0492525 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $27,266,296 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zip-O-Log Mills, Inc.
EIN
93-0492525
Plan number
001
Plan type
2
Location
Eugene, OR
Latest filing year
2023
Participants
201
End-of-year plan assets
$27,266,296

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20241009111227NAL0032497776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,266,296
Total liabilities (EOY)
$0
Net assets (EOY)
$27,266,296
Net assets (BOY)
$22,670,316

Income & contributions

Employer contributions
$2,762,985
Participant contributions
$990,202
Total contributions
$3,773,309
Total income / additions
$6,690,339

Expenses & distributions

Benefits paid
$2,068,011
Administrative expenses
$26,348
Total expenses
$2,094,359
Net increase / (decrease)
$4,595,980

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$57,137not reported in the loaded dataset2023
B Val Cpas & Advisors, LlpNONE$15,000not reported in the loaded dataset2023

Related Form 5500 pages