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THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 401k Plan overview

Plan NameTHE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
Plan identification number 002

THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

GORDON LUMBER HOLDINGS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:GORDON LUMBER HOLDINGS COMPANY
Employer identification number (EIN):344245585
NAIC Classification:423300

Additional information about GORDON LUMBER HOLDINGS COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1903-02-21
Company Identification Number: 37031
Legal Registered Office Address: 1515 CROGHAN ST
-
FREMONT
United States of America (USA)
43420

More information about GORDON LUMBER HOLDINGS COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RHONDA K. TAYLOR
0022016-01-01RHONDA K. TAYLOR
0022015-01-01RHONDA K. TAYLOR
0022014-01-01ROBERT HOFELICH
0022013-01-01MARK REAU
0022012-01-01MARK REAU
0022011-01-01MARK REAU
0022009-01-01MARK REAU
0022009-01-01MARK REAU

Plan Statistics for THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

401k plan membership statisitcs for THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Measure Date Value
2020: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0151
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0149
Total number of active participants reported on line 7a of the Form 55002019-01-0130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0151
Number of participants with account balances2019-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0157
Total number of active participants reported on line 7a of the Form 55002018-01-0143
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0149
Number of participants with account balances2018-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0163
Total number of active participants reported on line 7a of the Form 55002017-01-0145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0157
Number of participants with account balances2017-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0195
Total number of active participants reported on line 7a of the Form 55002016-01-0151
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0163
Number of participants with account balances2016-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01106
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01121
Number of participants with account balances2015-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01103
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0199
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01109
Total number of active participants reported on line 7a of the Form 55002013-01-01105
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01118
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01106
Total number of active participants reported on line 7a of the Form 55002012-01-0192
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01106
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01114
Total number of active participants reported on line 7a of the Form 55002011-01-0190
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01104
Number of participants with account balances2011-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01136
Total number of active participants reported on line 7a of the Form 55002009-01-0186
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01117
Number of participants with account balances2009-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Measure Date Value
2020 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$0
Expenses. Total of all expenses incurred2020-12-31$111,493
Benefits paid (including direct rollovers)2020-12-31$111,101
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$111,493
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$392
Net income (gross income less expenses)2020-12-31$-111,493
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$111,493
Assets. Value of employer securities2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-28,141
Expenses. Total of all expenses incurred2019-12-31$43,639
Benefits paid (including direct rollovers)2019-12-31$29,807
Total plan assets at end of year2019-12-31$111,493
Total plan assets at beginning of year2019-12-31$183,273
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$13,832
Other income received2019-12-31$-28,141
Net income (gross income less expenses)2019-12-31$-71,780
Net plan assets at end of year (total assets less liabilities)2019-12-31$111,493
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$183,273
Assets. Value of employer securities2019-12-31$110,872
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-23,966
Expenses. Total of all expenses incurred2018-12-31$46,178
Benefits paid (including direct rollovers)2018-12-31$32,468
Total plan assets at end of year2018-12-31$183,273
Total plan assets at beginning of year2018-12-31$253,417
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$13,710
Other income received2018-12-31$-23,966
Net income (gross income less expenses)2018-12-31$-70,144
Net plan assets at end of year (total assets less liabilities)2018-12-31$183,273
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$253,417
Assets. Value of employer securities2018-12-31$182,653
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$-86,291
Expenses. Total of all expenses incurred2017-12-31$56,503
Benefits paid (including direct rollovers)2017-12-31$41,404
Total plan assets at end of year2017-12-31$253,417
Total plan assets at beginning of year2017-12-31$396,211
Value of fidelity bond covering the plan2017-12-31$39,621
Expenses. Other expenses not covered elsewhere2017-12-31$15,099
Other income received2017-12-31$-86,291
Net income (gross income less expenses)2017-12-31$-142,794
Net plan assets at end of year (total assets less liabilities)2017-12-31$253,417
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$396,211
Assets. Value of employer securities2017-12-31$252,799
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-952,455
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-66,221
Expenses. Total of all expenses incurred2016-12-31$336,788
Benefits paid (including direct rollovers)2016-12-31$259,732
Total plan assets at end of year2016-12-31$396,211
Total plan assets at beginning of year2016-12-31$1,751,675
Value of fidelity bond covering the plan2016-12-31$207,673
Expenses. Other expenses not covered elsewhere2016-12-31$77,056
Other income received2016-12-31$-67,698
Net income (gross income less expenses)2016-12-31$-403,009
Net plan assets at end of year (total assets less liabilities)2016-12-31$396,211
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,751,675
Assets. Value of employer securities2016-12-31$393,972
Total contributions received or receivable from employer(s)2016-12-31$1,477
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-23,373
Expenses. Total of all expenses incurred2015-12-31$301,684
Benefits paid (including direct rollovers)2015-12-31$279,535
Total plan assets at end of year2015-12-31$1,751,675
Total plan assets at beginning of year2015-12-31$2,076,732
Value of fidelity bond covering the plan2015-12-31$207,673
Total contributions received or receivable from participants2015-12-31$41,950
Contributions received from other sources (not participants or employers)2015-12-31$12,281
Other income received2015-12-31$-77,604
Net income (gross income less expenses)2015-12-31$-325,057
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,751,675
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,076,732
Assets. Value of employer securities2015-12-31$722,859
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$22,149
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$52,855
Expenses. Total of all expenses incurred2014-12-31$324,044
Benefits paid (including direct rollovers)2014-12-31$313,515
Total plan assets at end of year2014-12-31$2,076,732
Total plan assets at beginning of year2014-12-31$2,347,921
Total contributions received or receivable from participants2014-12-31$57,275
Other income received2014-12-31$-4,420
Net income (gross income less expenses)2014-12-31$-271,189
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,076,732
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,347,921
Total contributions received or receivable from employer(s)2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,529
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$384,830
Expenses. Total of all expenses incurred2013-12-31$176,925
Benefits paid (including direct rollovers)2013-12-31$167,044
Total plan assets at end of year2013-12-31$2,347,921
Total plan assets at beginning of year2013-12-31$2,140,016
Total contributions received or receivable from participants2013-12-31$52,356
Other income received2013-12-31$232,474
Net income (gross income less expenses)2013-12-31$207,905
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,347,921
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,140,016
Total contributions received or receivable from employer(s)2013-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$313,857
Expenses. Total of all expenses incurred2012-12-31$42,564
Benefits paid (including direct rollovers)2012-12-31$42,564
Total plan assets at end of year2012-12-31$2,140,016
Total plan assets at beginning of year2012-12-31$1,868,723
Total contributions received or receivable from participants2012-12-31$46,218
Other income received2012-12-31$267,639
Net income (gross income less expenses)2012-12-31$271,293
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,140,016
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,868,723
Assets. Value of employer securities2012-12-31$1,052,328
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-31,318
Expenses. Total of all expenses incurred2011-12-31$146,661
Benefits paid (including direct rollovers)2011-12-31$134,186
Total plan assets at end of year2011-12-31$1,868,723
Total plan assets at beginning of year2011-12-31$2,046,702
Total contributions received or receivable from participants2011-12-31$36,199
Other income received2011-12-31$-67,517
Net income (gross income less expenses)2011-12-31$-177,979
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,868,723
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,046,702
Assets. Value of employer securities2011-12-31$913,906
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$12,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$239,210
Expenses. Total of all expenses incurred2010-12-31$210,395
Benefits paid (including direct rollovers)2010-12-31$193,250
Total plan assets at end of year2010-12-31$2,046,702
Total plan assets at beginning of year2010-12-31$2,017,887
Total contributions received or receivable from participants2010-12-31$35,837
Expenses. Other expenses not covered elsewhere2010-12-31$17,145
Other income received2010-12-31$203,373
Net income (gross income less expenses)2010-12-31$28,815
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,046,702
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,017,887
Assets. Value of employer securities2010-12-31$993,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

2020: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE GORDON LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64028
Policy instance 1
Insurance contract or identification number64028
Number of Individuals Covered28
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,763
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,416
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64028
Policy instance 1
Insurance contract or identification number64028
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,917
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED INTEREST
Amount paid for insurance broker fees5917
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64028
Policy instance 1
Insurance contract or identification number64028
Number of Individuals Covered36
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,935
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED INTEREST ACCOUNT
Amount paid for insurance broker fees5935
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameWALNUT STREET SECURITIES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64028
Policy instance 1
Insurance contract or identification number64028
Number of Individuals Covered33
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,080
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED INTEREST ACCOUNT
Amount paid for insurance broker fees5080
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameWALNUT STREET SECURITIES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64028
Policy instance 1
Insurance contract or identification number64028
Number of Individuals Covered33
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,950
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED INTEREST ACCOUNT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64028
Policy instance 1
Insurance contract or identification number64028
Number of Individuals Covered35
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,687
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED INTEREST ACCOUNT
Amount paid for insurance broker fees4687
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameWALNUT STREET SECURITIES

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