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S & J LUMBER RETIREMENT PLAN 401k Plan overview

Plan NameS & J LUMBER RETIREMENT PLAN
Plan identification number 001

S & J LUMBER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOEHM WARDLE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BOEHM WARDLE CORPORATION
Employer identification number (EIN):262706085
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Additional information about BOEHM WARDLE CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3120635

More information about BOEHM WARDLE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & J LUMBER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CLARENCE J WARDLE2024-06-26 CLARENCE J WARDLE2024-06-26
0012022-01-01CLANCY WARDLE2023-07-28
0012021-01-01TOM BOEHM2022-05-06 TOM BOEHM2022-05-06
0012020-01-01TOM BOEHM2021-05-07
0012019-01-01TOM BOEHM2020-06-24 TOM BOEHM2020-06-24
0012018-01-01TOM BOEHM2019-05-20 TOM BOEHM2019-05-20
0012017-01-01TOM BOEHM2018-05-23 TOM BOEHM2018-05-23
0012016-01-01TOM BOEHM2017-05-25 TOM BOEHM2017-05-25
0012015-01-01TOM BOEHM2016-06-22 TOM BOEHM2016-06-22
0012014-01-01TOM BOEHM2015-07-14 TOM BOEHM2015-07-14
0012013-01-01TOM BOEHM2014-06-20 TOM BOEHM2014-06-20
0012012-01-01THOMAS BOEHM2013-05-29
0012011-01-01TOM BOEHM2012-06-27
0012010-01-01TOM BOEHM2011-07-21

Financial Data on S & J LUMBER RETIREMENT PLAN

Measure Date Value
2025 : S & J LUMBER RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-040
Total expenses incurred by plan in this plan year2025-06-0411420
Net assets as of the end of the plan year2025-06-041791939
Total assets as of the beginning of the plan year2025-06-041504737
Value of plan covered by a fidelity bond2025-06-04325000
Participant contributions to plan in this plan year2025-06-0466097
Value of participant loans at end of plan year2025-06-046922
Other income to plan in this plan year2025-06-04220150
Plan net income in this plan year2025-06-04287202
Net assets as of the end of the plan year2025-06-041791939
Net assets as of the beginning of the plan year2025-06-041504737
Employer contributions to plan in this plan year2025-06-0412375
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0411420
2024 : S & J LUMBER RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-2643625
Net assets as of the end of the plan year2024-06-261504737
Total assets as of the beginning of the plan year2024-06-261217754
Value of plan covered by a fidelity bond2024-06-26325000
Participant contributions to plan in this plan year2024-06-2660272
Value of participant loans at end of plan year2024-06-2611602
Other income to plan in this plan year2024-06-26254743
Plan net income in this plan year2024-06-26286983
Net assets as of the end of the plan year2024-06-261504737
Net assets as of the beginning of the plan year2024-06-261217754
Employer contributions to plan in this plan year2024-06-2615593
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2610022
2022 : S & J LUMBER RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-060
Total expenses incurred by plan in this plan year2022-05-0614358
Net assets as of the end of the plan year2022-05-062340406
Total assets as of the beginning of the plan year2022-05-062040100
Value of plan covered by a fidelity bond2022-05-06325000
Participant contributions to plan in this plan year2022-05-0631070
Value of participant loans at end of plan year2022-05-067484
Other income to plan in this plan year2022-05-06267517
Plan net income in this plan year2022-05-06300306
Net assets as of the end of the plan year2022-05-062340406
Net assets as of the beginning of the plan year2022-05-062040100
Employer contributions to plan in this plan year2022-05-0616077
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-0614358

Potentially related plans

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