401k Plan data: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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). Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

UNION GROVE LUMBER & TRUE VALUE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: UNION GROVE LUMBER & TRUE VALUE COMPANY

Employer identification number (EIN): 390669030

NAIC Classification: 444110
NAIC Description: Home Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 SCOTT MAIER
002 2017-01-01
002 2016-01-01 SCOTT MAIER
002 2015-01-01 SCOTT MAIER
002 2015-01-01 SCOTT MAIER
002 2014-01-01 SCOTT MAIER
002 2014-01-01 SCOTT MAIER
002 2013-01-01 SCOTT MAIER
002 2012-01-01 SCOTT MAIER
002 2011-01-01 SCOTT A MAIER SCOTT A MAIER 2012-07-25
002 2010-01-01 SCOTT A MAIER SCOTT A MAIER 2011-07-26
002 2009-01-01 SCOTT A MAIER 2010-07-29
002 2009-01-01 SCOTT A MAIER

Plan Statistics for UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 6
2020: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	6
2020: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2023 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$0
Expenses. Total of all expenses incurred	2023-12-31	$16,139
Benefits paid (including direct rollovers)	2023-12-31	$16,139
Total plan assets at end of year	2023-12-31	$517,676
Total plan assets at beginning of year	2023-12-31	$533,815
Net income (gross income less expenses)	2023-12-31	$-16,139
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$517,676
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$533,815
Assets. Value of employer securities	2023-12-31	$516,440
2022 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$0
Expenses. Total of all expenses incurred	2022-12-31	$9,030
Benefits paid (including direct rollovers)	2022-12-31	$9,030
Total plan assets at end of year	2022-12-31	$301,077
Total plan assets at beginning of year	2022-12-31	$310,107
Other income received	2022-12-31	$232,738
Net income (gross income less expenses)	2022-12-31	$-9,030
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$301,077
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$310,107
Assets. Value of employer securities	2022-12-31	$299,841
2021 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$0
Expenses. Total of all expenses incurred	2021-12-31	$2,565
Benefits paid (including direct rollovers)	2021-12-31	$2,565
Total plan assets at end of year	2021-12-31	$143,859
Total plan assets at beginning of year	2021-12-31	$146,424
Other income received	2021-12-31	$166,248
Net income (gross income less expenses)	2021-12-31	$-2,565
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$143,859
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$146,424
Assets. Value of employer securities	2021-12-31	$142,624
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$-16
Expenses. Total of all expenses incurred	2020-12-31	$1,502
Benefits paid (including direct rollovers)	2020-12-31	$1,502
Total plan assets at end of year	2020-12-31	$84,964
Total plan assets at beginning of year	2020-12-31	$86,482
Other income received	2020-12-31	$-16
Net income (gross income less expenses)	2020-12-31	$-1,518
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$84,964
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$86,482
Assets. Value of employer securities	2020-12-31	$83,728
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$0
Expenses. Total of all expenses incurred	2019-12-31	$7,718
Benefits paid (including direct rollovers)	2019-12-31	$7,718
Total plan assets at end of year	2019-12-31	$59,281
Total plan assets at beginning of year	2019-12-31	$66,999
Other income received	2019-12-31	$27,201
Net income (gross income less expenses)	2019-12-31	$-7,718
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$59,281
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$66,999
Assets. Value of employer securities	2019-12-31	$58,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$0
Expenses. Total of all expenses incurred	2018-12-31	$14,859
Benefits paid (including direct rollovers)	2018-12-31	$14,859
Total plan assets at end of year	2018-12-31	$134,292
Total plan assets at beginning of year	2018-12-31	$149,151
Other income received	2018-12-31	$-67,293
Net income (gross income less expenses)	2018-12-31	$-14,859
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$134,292
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$149,151
Assets. Value of employer securities	2018-12-31	$132,547
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$0
Expenses. Total of all expenses incurred	2017-12-31	$15,870
Benefits paid (including direct rollovers)	2017-12-31	$15,870
Total plan assets at end of year	2017-12-31	$159,356
Total plan assets at beginning of year	2017-12-31	$175,226
Net income (gross income less expenses)	2017-12-31	$-15,870
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$159,356
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$175,226
Assets. Value of employer securities	2017-12-31	$157,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$0
Expenses. Total of all expenses incurred	2016-12-31	$16,302
Benefits paid (including direct rollovers)	2016-12-31	$16,302
Total plan assets at end of year	2016-12-31	$175,226
Total plan assets at beginning of year	2016-12-31	$191,528
Net income (gross income less expenses)	2016-12-31	$-16,302
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$175,226
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$191,528
Assets. Value of employer securities	2016-12-31	$173,481
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$0
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$9,383
Total plan assets at end of year	2015-12-31	$198,181
Total plan assets at beginning of year	2015-12-31	$198,181
Other income received	2015-12-31	$-138
Net income (gross income less expenses)	2015-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$198,181
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$198,181
Assets. Value of employer securities	2015-12-31	$196,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$5,890
Benefits paid (including direct rollovers)	2014-12-31	$5,890
Total plan assets at end of year	2014-12-31	$198,181
Total plan assets at beginning of year	2014-12-31	$204,071
Other income received	2014-12-31	$2,868
Net income (gross income less expenses)	2014-12-31	$-5,890
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$198,181
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$204,071
Assets. Value of employer securities	2014-12-31	$196,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$2,953
Expenses. Total of all expenses incurred	2013-12-31	$1,861
Benefits paid (including direct rollovers)	2013-12-31	$1,861
Total plan assets at end of year	2013-12-31	$204,071
Total plan assets at beginning of year	2013-12-31	$202,979
Other income received	2013-12-31	$2,953
Net income (gross income less expenses)	2013-12-31	$1,092
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$204,071
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$202,979
Assets. Value of employer securities	2013-12-31	$202,326
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$-61,082
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$202,979
Total plan assets at beginning of year	2012-12-31	$264,061
Other income received	2012-12-31	$-61,082
Net income (gross income less expenses)	2012-12-31	$-61,082
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$202,979
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$264,061
Assets. Value of employer securities	2012-12-31	$201,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-35,759
Expenses. Total of all expenses incurred	2011-12-31	$1
Benefits paid (including direct rollovers)	2011-12-31	$1
Total plan assets at end of year	2011-12-31	$264,061
Total plan assets at beginning of year	2011-12-31	$299,821
Other income received	2011-12-31	$-35,759
Net income (gross income less expenses)	2011-12-31	$-35,760
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$264,061
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$299,821
Assets. Value of employer securities	2011-12-31	$262,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$-29,799
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$299,821
Total plan assets at beginning of year	2010-12-31	$329,620
Other income received	2010-12-31	$-29,799
Net income (gross income less expenses)	2010-12-31	$-29,799
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$299,821
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$329,620
Assets. Value of employer securities	2010-12-31	$298,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2023: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNION GROVE LUMBER & TRUE VALUE COMPANY
Employer identification number (EIN):	390669030
NAIC Classification:	444110
NAIC Description:	Home Centers