E S P Y LUMBER COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan E S P Y LUMBER COMPANY, INC PS PLAN
| Measure | Date | Value |
|---|
| 2025 : E S P Y LUMBER COMPANY, INC PS PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-02-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-12 | 891438 |
| Net assets as of the end of the plan year | 2025-02-12 | 7686066 |
| Total assets as of the beginning of the plan year | 2025-02-12 | 6492173 |
| Value of plan covered by a fidelity bond | 2025-02-12 | 400000 |
| Participant contributions to plan in this plan year | 2025-02-12 | 199566 |
| Value of participant loans at end of plan year | 2025-02-12 | 140202 |
| Other contributions to plan in this plan year | 2025-02-12 | 135053 |
| Other income to plan in this plan year | 2025-02-12 | 550712 |
| Plan net income in this plan year | 2025-02-12 | 1193893 |
| Net assets as of the end of the plan year | 2025-02-12 | 7686066 |
| Net assets as of the beginning of the plan year | 2025-02-12 | 6492173 |
| Employer contributions to plan in this plan year | 2025-02-12 | 1200000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-12 | 24231 |
| 2022 : E S P Y LUMBER COMPANY, INC PS PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 892442 |
| Net assets as of the end of the plan year | 2022-07-26 | 6413648 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 6059035 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 400000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 165109 |
| Value of participant loans at end of plan year | 2022-07-26 | 169210 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 3214 |
| Other contributions to plan in this plan year | 2022-07-26 | 34061 |
| Other income to plan in this plan year | 2022-07-26 | 743049 |
| Plan net income in this plan year | 2022-07-26 | 354613 |
| Net assets as of the end of the plan year | 2022-07-26 | 6413648 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 6059035 |
| Employer contributions to plan in this plan year | 2022-07-26 | 304836 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 12159 |
| 2014 : E S P Y LUMBER COMPANY, INC PS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $38 |
| Total income from all sources | 2014-12-31 | $436,510 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $996,542 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $994,125 |
| Total plan assets at end of year | 2014-12-31 | $3,483,308 |
| Total plan assets at beginning of year | 2014-12-31 | $4,043,302 |
| Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $101,217 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $2,417 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $190,249 |
| Net income (gross income less expenses) | 2014-12-31 | $-560,032 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,483,308 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,043,302 |
| Assets. Value of participant loans | 2014-12-31 | $109,057 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $145,044 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : E S P Y LUMBER COMPANY, INC PS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $29 |
| Total income from all sources | 2013-12-31 | $605,019 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $224,799 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $221,293 |
| Total plan assets at end of year | 2013-12-31 | $4,043,302 |
| Total plan assets at beginning of year | 2013-12-31 | $3,663,053 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $79,703 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,337 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $525,316 |
| Net income (gross income less expenses) | 2013-12-31 | $380,220 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,043,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,663,053 |
| Assets. Value of participant loans | 2013-12-31 | $136,392 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $1,169 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : E S P Y LUMBER COMPANY, INC PS PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $384,621 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $147,327 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $137,317 |
| Total plan assets at end of year | 2012-12-31 | $3,663,053 |
| Total plan assets at beginning of year | 2012-12-31 | $3,425,759 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $77,869 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,083 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $306,752 |
| Net income (gross income less expenses) | 2012-12-31 | $237,294 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,663,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,425,759 |
| Assets. Value of participant loans | 2012-12-31 | $159,098 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $7,927 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : E S P Y LUMBER COMPANY, INC PS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $87,401 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $202,953 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $200,262 |
| Total plan assets at end of year | 2011-12-31 | $3,425,759 |
| Total plan assets at beginning of year | 2011-12-31 | $3,541,311 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $76,257 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,655 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $11,144 |
| Net income (gross income less expenses) | 2011-12-31 | $-115,552 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,425,759 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,541,311 |
| Assets. Value of participant loans | 2011-12-31 | $185,678 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $1,036 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : E S P Y LUMBER COMPANY, INC PS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $357,000 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $63,560 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $62,669 |
| Total plan assets at end of year | 2010-12-31 | $3,541,311 |
| Total plan assets at beginning of year | 2010-12-31 | $3,247,871 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $71,859 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $891 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $282,471 |
| Net income (gross income less expenses) | 2010-12-31 | $293,440 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,541,311 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,247,871 |
| Assets. Value of participant loans | 2010-12-31 | $133,732 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $2,670 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : E S P Y LUMBER COMPANY, INC PS PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2014: E S P Y LUMBER COMPANY, INC PS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: E S P Y LUMBER COMPANY, INC PS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: E S P Y LUMBER COMPANY, INC PS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: E S P Y LUMBER COMPANY, INC PS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: E S P Y LUMBER COMPANY, INC PS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: E S P Y LUMBER COMPANY, INC PS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |