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CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 401k Plan overview

Plan NameCAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
Plan identification number 002

CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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).
  • The employer maintaining this ESOP is an S Corporation
  • Life insurance

401k Sponsoring company profile

CAMPBELL LUMBER & SUPPLY CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:CAMPBELL LUMBER & SUPPLY CO., INC.
Employer identification number (EIN):390195540
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-12-01KATIE SUNDELL
0022022-12-01
0022022-12-01FRANK GERARD
0022021-12-01
0022021-12-01FRANK GERARD
0022020-12-01
0022019-12-01
0022018-12-01
0022017-12-01
0022016-12-01FRANK GERARD FRANK GERARD2018-06-07
0022015-12-01FRANK GERARD FRANK GERARD2017-05-22
0022014-12-01FRANK GERARD FRANK GERARD2016-06-01
0022013-12-01FRANK GERARD FRANK GERARD2015-05-05
0022012-12-01FRANK GERARD FRANK GERARD2014-05-30
0022011-12-01FRANK GERARD FRANK GERARD2013-05-15
0022009-12-01FRANK GERARD FRANK GERARD2011-06-30

Financial Data on CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2023 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k financial data
Total plan liabilities at beginning of year2023-11-30$67
Total income from all sources2023-11-30$881,031
Expenses. Total of all expenses incurred2023-11-30$491,595
Benefits paid (including direct rollovers)2023-11-30$491,595
Total plan assets at end of year2023-11-30$3,895,297
Total plan assets at beginning of year2023-11-30$3,505,928
Value of fidelity bond covering the plan2023-11-30$400,000
Other income received2023-11-30$881,031
Net income (gross income less expenses)2023-11-30$389,436
Net plan assets at end of year (total assets less liabilities)2023-11-30$3,895,297
Net plan assets at beginning of year (total assets less liabilities)2023-11-30$3,505,861
Assets. Value of employer securities2023-11-30$3,893,744
2022 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year2022-11-30$67
Total income from all sources2022-11-30$684,821
Expenses. Total of all expenses incurred2022-11-30$351,512
Benefits paid (including direct rollovers)2022-11-30$351,512
Total plan assets at end of year2022-11-30$3,505,928
Total plan assets at beginning of year2022-11-30$3,172,552
Value of fidelity bond covering the plan2022-11-30$400,000
Other income received2022-11-30$684,821
Net income (gross income less expenses)2022-11-30$333,309
Net plan assets at end of year (total assets less liabilities)2022-11-30$3,505,861
Net plan assets at beginning of year (total assets less liabilities)2022-11-30$3,172,552
Assets. Value of employer securities2022-11-30$3,502,913
2021 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data
Total income from all sources2021-11-30$420,392
Expenses. Total of all expenses incurred2021-11-30$698,635
Benefits paid (including direct rollovers)2021-11-30$698,635
Total plan assets at end of year2021-11-30$3,172,552
Total plan assets at beginning of year2021-11-30$3,450,795
Value of fidelity bond covering the plan2021-11-30$400,000
Other income received2021-11-30$420,392
Net income (gross income less expenses)2021-11-30$-278,243
Net plan assets at end of year (total assets less liabilities)2021-11-30$3,172,552
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$3,450,795
Assets. Value of employer securities2021-11-30$3,169,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$698,269
2020 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data
Total income from all sources2020-11-30$908,932
Expenses. Total of all expenses incurred2020-11-30$401,364
Benefits paid (including direct rollovers)2020-11-30$401,364
Total plan assets at end of year2020-11-30$3,450,795
Total plan assets at beginning of year2020-11-30$2,943,227
Value of fidelity bond covering the plan2020-11-30$400,000
Other income received2020-11-30$908,932
Net income (gross income less expenses)2020-11-30$507,568
Net plan assets at end of year (total assets less liabilities)2020-11-30$3,450,795
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$2,943,227
Assets. Value of employer securities2020-11-30$3,447,419
2019 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data
Total income from all sources2019-11-30$-144,507
Expenses. Total of all expenses incurred2019-11-30$171,142
Benefits paid (including direct rollovers)2019-11-30$171,142
Total plan assets at end of year2019-11-30$2,943,227
Total plan assets at beginning of year2019-11-30$3,258,876
Value of fidelity bond covering the plan2019-11-30$250,000
Other income received2019-11-30$-144,507
Net income (gross income less expenses)2019-11-30$-315,649
Net plan assets at end of year (total assets less liabilities)2019-11-30$2,943,227
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$3,258,876
Assets. Value of employer securities2019-11-30$2,939,852
2017 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data
Total income from all sources2017-11-30$351,622
Expenses. Total of all expenses incurred2017-11-30$290,155
Benefits paid (including direct rollovers)2017-11-30$290,155
Total plan assets at end of year2017-11-30$1,699,028
Total plan assets at beginning of year2017-11-30$1,637,561
Value of fidelity bond covering the plan2017-11-30$250,000
Other income received2017-11-30$351,622
Net income (gross income less expenses)2017-11-30$61,467
Net plan assets at end of year (total assets less liabilities)2017-11-30$1,699,028
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$1,637,561
Assets. Value of employer securities2017-11-30$1,695,599
2016 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data
Total income from all sources2016-11-30$145,966
Expenses. Total of all expenses incurred2016-11-30$62,491
Benefits paid (including direct rollovers)2016-11-30$62,461
Total plan assets at end of year2016-11-30$1,637,561
Total plan assets at beginning of year2016-11-30$1,554,086
Value of fidelity bond covering the plan2016-11-30$250,000
Other income received2016-11-30$145,966
Net income (gross income less expenses)2016-11-30$83,475
Net plan assets at end of year (total assets less liabilities)2016-11-30$1,637,561
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$1,554,086
Assets. Value of employer securities2016-11-30$1,634,047
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$30
2015 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data
Total income from all sources2015-11-30$52,335
Expenses. Total of all expenses incurred2015-11-30$82,137
Benefits paid (including direct rollovers)2015-11-30$82,077
Total plan assets at end of year2015-11-30$1,554,086
Total plan assets at beginning of year2015-11-30$1,583,888
Value of fidelity bond covering the plan2015-11-30$250,000
Total contributions received or receivable from participants2015-11-30$0
Expenses. Other expenses not covered elsewhere2015-11-30$0
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$52,335
Net income (gross income less expenses)2015-11-30$-29,802
Net plan assets at end of year (total assets less liabilities)2015-11-30$1,554,086
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$1,583,888
Assets. Value of employer securities2015-11-30$1,550,540
Total contributions received or receivable from employer(s)2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$81,717
2014 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data
Total income from all sources2014-11-30$312,688
Expenses. Total of all expenses incurred2014-11-30$29,351
Benefits paid (including direct rollovers)2014-11-30$29,351
Total plan assets at end of year2014-11-30$1,583,888
Total plan assets at beginning of year2014-11-30$1,300,551
Value of fidelity bond covering the plan2014-11-30$250,000
Total contributions received or receivable from participants2014-11-30$0
Expenses. Other expenses not covered elsewhere2014-11-30$0
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$312,688
Net income (gross income less expenses)2014-11-30$283,337
Net plan assets at end of year (total assets less liabilities)2014-11-30$1,583,888
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$1,300,551
Assets. Value of employer securities2014-11-30$1,579,933
Total contributions received or receivable from employer(s)2014-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$0
2013 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k financial data
Total plan liabilities at beginning of year2013-11-30$8
Total income from all sources2013-11-30$-15,413
Expenses. Total of all expenses incurred2013-11-30$18,773
Benefits paid (including direct rollovers)2013-11-30$18,773
Total plan assets at end of year2013-11-30$1,300,551
Total plan assets at beginning of year2013-11-30$1,334,745
Value of fidelity bond covering the plan2013-11-30$250,000
Other income received2013-11-30$-15,413
Net income (gross income less expenses)2013-11-30$-34,186
Net plan assets at end of year (total assets less liabilities)2013-11-30$1,300,551
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$1,334,737
Assets. Value of employer securities2013-11-30$1,296,608
2012 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-11-30$8
Total plan liabilities at beginning of year2012-11-30$8
Total income from all sources2012-11-30$95,958
Expenses. Total of all expenses incurred2012-11-30$316,324
Benefits paid (including direct rollovers)2012-11-30$316,324
Total plan assets at end of year2012-11-30$1,334,745
Total plan assets at beginning of year2012-11-30$1,555,111
Value of fidelity bond covering the plan2012-11-30$250,000
Other income received2012-11-30$95,458
Net income (gross income less expenses)2012-11-30$-220,366
Net plan assets at end of year (total assets less liabilities)2012-11-30$1,334,737
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$1,555,103
Assets. Value of employer securities2012-11-30$1,330,805
Total contributions received or receivable from employer(s)2012-11-30$500
2011 : CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-11-30$8
Total plan liabilities at beginning of year2011-11-30$1,102
Total income from all sources2011-11-30$183,610
Expenses. Total of all expenses incurred2011-11-30$234,335
Benefits paid (including direct rollovers)2011-11-30$234,335
Total plan assets at end of year2011-11-30$1,555,111
Total plan assets at beginning of year2011-11-30$1,606,930
Value of fidelity bond covering the plan2011-11-30$250,000
Other income received2011-11-30$183,610
Net income (gross income less expenses)2011-11-30$-50,725
Net plan assets at end of year (total assets less liabilities)2011-11-30$1,555,103
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$1,605,828
Assets. Value of employer securities2011-11-30$1,551,167

Form 5500 Responses for CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

2022: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Submission has been amendedNo
2022-12-01This submission is the final filingNo
2022-12-01This return/report is a short plan year return/report (less than 12 months)No
2022-12-01Plan is a collectively bargained planNo
2022-12-01Plan funding arrangement – TrustYes
2022-12-01Plan benefit arrangement - TrustYes
2021: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement - TrustYes
2019: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement - TrustYes
2018: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement - TrustYes
2017: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2009: CAMPBELL LUMBER & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes

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