Ashby Lumber Company 401(K) Profit Sharing Plan — Form 5500 plan (Ashby 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, Ashby Lumber Company 401(K) Profit Sharing Plan is a benefit plan reported by Ashby Lumber Company under EIN 94-2148502 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $17,276,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ashby Lumber Company
- EIN
- 94-2148502
- Plan number
- 002
- Plan type
- 2
- Location
- Berkeley, CA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $17,276,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241014171554NAL0026811745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,276,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,276,131
- Net assets (BOY)
- $14,655,424
Income & contributions
- Employer contributions
- $887,172
- Participant contributions
- $446,419
- Total contributions
- $1,333,591
- Total income / additions
- $3,502,417
Expenses & distributions
- Benefits paid
- $808,912
- Administrative expenses
- $72,798
- Total expenses
- $881,710
- Net increase / (decrease)
- $2,620,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $44,459 | $0 | 2023 |
| Pure Financial | INVESTMENT ADVISOR | $21,549 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $6,790 | $0 | 2023 |