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M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameM.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 001

M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • The employer maintaining this ESOP is an S Corporation
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

M.S. CARVER LUMBER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:M.S. CARVER LUMBER COMPANY
Employer identification number (EIN):370743935
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DEBRA WOLFE
0012023-01-01
0012023-01-01DEBRA WOLFE
0012022-01-01
0012022-01-01DEBRA WOLFE
0012021-01-01
0012021-01-01DEBRA WOLFE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBRA WOLFE DEBRA WOLFE2018-07-17
0012016-01-01DEBRA WOLFE DEBRA WOLFE2017-06-29
0012015-01-01DEBRA WOLFE DEBRA WOLFE2016-08-03
0012014-01-01DEBRA WOLFE DEBRA WOLFE2015-06-02
0012013-01-01DEBRA WOLFE
0012012-01-01DEBRA WOLFE
0012011-01-01DEBRA WOLFE
0012009-01-01DEBRA J WOLFE DEBRA J WOLFE2010-07-15
0012009-01-01DEBRA WOLFE DEBRA WOLFE2010-07-20

Financial Data on M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$4,880
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,068,654
Expenses. Total of all expenses incurred2023-12-31$234,518
Benefits paid (including direct rollovers)2023-12-31$228,691
Total plan assets at end of year2023-12-31$5,346,559
Total plan assets at beginning of year2023-12-31$4,507,543
Value of fidelity bond covering the plan2023-12-31$400,000
Total contributions received or receivable from participants2023-12-31$75,767
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$889,239
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$834,136
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,346,559
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,507,543
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2023-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$3,559,994
Total contributions received or receivable from employer(s)2023-12-31$103,648
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$1,314
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,513
2022 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$481,763
Expenses. Total of all expenses incurred2022-12-31$120,313
Benefits paid (including direct rollovers)2022-12-31$116,083
Total plan assets at end of year2022-12-31$4,507,543
Total plan assets at beginning of year2022-12-31$4,146,093
Value of fidelity bond covering the plan2022-12-31$400,000
Total contributions received or receivable from participants2022-12-31$67,575
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$289,484
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$361,450
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,507,543
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,146,093
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$2,799,962
Total contributions received or receivable from employer(s)2022-12-31$124,704
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,230
2021 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$936,922
Expenses. Total of all expenses incurred2021-12-31$257,552
Benefits paid (including direct rollovers)2021-12-31$244,144
Total plan assets at end of year2021-12-31$4,146,093
Total plan assets at beginning of year2021-12-31$3,466,723
Value of fidelity bond covering the plan2021-12-31$400,000
Total contributions received or receivable from participants2021-12-31$65,301
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$650,037
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$679,370
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,146,093
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,466,723
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$2,389,924
Total contributions received or receivable from employer(s)2021-12-31$221,584
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$9,090
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,318
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$382,892
Expenses. Total of all expenses incurred2020-12-31$263,150
Benefits paid (including direct rollovers)2020-12-31$249,847
Total plan assets at end of year2020-12-31$3,466,723
Total plan assets at beginning of year2020-12-31$3,346,981
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$58,566
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$143,747
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$119,742
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,466,723
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,346,981
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$1,800,062
Total contributions received or receivable from employer(s)2020-12-31$180,579
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$9,418
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$68,088
2019 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
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$201,417
Expenses. Total of all expenses incurred2019-12-31$92,878
Benefits paid (including direct rollovers)2019-12-31$89,089
Total plan assets at end of year2019-12-31$3,346,981
Total plan assets at beginning of year2019-12-31$3,238,442
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$56,632
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$25,944
Other income received2019-12-31$66,756
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$108,539
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,346,981
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,238,442
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Assets. Value of employer securities2019-12-31$1,780,047
Total contributions received or receivable from employer(s)2019-12-31$52,085
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,789
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
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$296,632
Expenses. Total of all expenses incurred2018-12-31$453,490
Benefits paid (including direct rollovers)2018-12-31$441,932
Total plan assets at end of year2018-12-31$3,238,442
Total plan assets at beginning of year2018-12-31$3,395,300
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$58,207
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$24,411
Other income received2018-12-31$-44,392
Noncash contributions received2018-12-31$228,406
Net income (gross income less expenses)2018-12-31$-156,858
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,238,442
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,395,300
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Assets. Value of employer securities2018-12-31$1,661,443
Total contributions received or receivable from employer(s)2018-12-31$30,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$8,102
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,456
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$422,922
2017 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
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$383,546
Expenses. Total of all expenses incurred2017-12-31$266,168
Benefits paid (including direct rollovers)2017-12-31$263,095
Total plan assets at end of year2017-12-31$3,395,300
Total plan assets at beginning of year2017-12-31$3,277,922
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$56,898
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$54,462
Other income received2017-12-31$250,499
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$117,378
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,395,300
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,277,922
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$2,060,095
Total contributions received or receivable from employer(s)2017-12-31$21,687
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,073
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$215,357
2016 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
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$250,849
Expenses. Total of all expenses incurred2016-12-31$255,177
Benefits paid (including direct rollovers)2016-12-31$246,742
Total plan assets at end of year2016-12-31$3,277,922
Total plan assets at beginning of year2016-12-31$3,282,250
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$52,336
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$11,253
Other income received2016-12-31$57,968
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-4,328
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,277,922
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,282,250
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Assets. Value of employer securities2016-12-31$2,150,166
Total contributions received or receivable from employer(s)2016-12-31$129,292
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$6,727
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,708
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$11,253
2015 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$39,377
Expenses. Total of all expenses incurred2015-12-31$753,839
Benefits paid (including direct rollovers)2015-12-31$748,165
Total plan assets at end of year2015-12-31$3,282,250
Total plan assets at beginning of year2015-12-31$3,996,712
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$66,070
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-154,215
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-714,462
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,282,250
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,996,712
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Assets. Value of employer securities2015-12-31$2,159,877
Total contributions received or receivable from employer(s)2015-12-31$127,522
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$2,430
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,244
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$115,855
2014 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$358,745
Expenses. Total of all expenses incurred2014-12-31$72,839
Benefits paid (including direct rollovers)2014-12-31$69,359
Total plan assets at end of year2014-12-31$3,996,712
Total plan assets at beginning of year2014-12-31$3,710,806
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$67,303
Expenses. Other expenses not covered elsewhere2014-12-31$865
Contributions received from other sources (not participants or employers)2014-12-31$41,884
Other income received2014-12-31$140,495
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$285,906
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,996,712
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,710,806
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Assets. Value of employer securities2014-12-31$2,409,876
Total contributions received or receivable from employer(s)2014-12-31$109,063
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$323,880
Expenses. Total of all expenses incurred2013-12-31$120,360
Benefits paid (including direct rollovers)2013-12-31$115,539
Total plan assets at end of year2013-12-31$3,710,806
Total plan assets at beginning of year2013-12-31$3,507,286
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$63,603
Other income received2013-12-31$192,093
Net income (gross income less expenses)2013-12-31$203,520
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,710,806
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,507,286
Assets. Value of employer securities2013-12-31$2,360,188
Total contributions received or receivable from employer(s)2013-12-31$68,184
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,821
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$702,341
Expenses. Total of all expenses incurred2012-12-31$251,471
Benefits paid (including direct rollovers)2012-12-31$246,913
Total plan assets at end of year2012-12-31$3,507,286
Total plan assets at beginning of year2012-12-31$3,056,416
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$56,433
Other income received2012-12-31$531,105
Net income (gross income less expenses)2012-12-31$450,870
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,507,286
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,056,416
Assets. Value of employer securities2012-12-31$2,279,506
Total contributions received or receivable from employer(s)2012-12-31$114,803
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,558
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$270,284
Expenses. Total of all expenses incurred2011-12-31$97,506
Benefits paid (including direct rollovers)2011-12-31$93,033
Total plan assets at end of year2011-12-31$3,056,416
Total plan assets at beginning of year2011-12-31$2,883,638
Value of fidelity bond covering the plan2011-12-31$3,000,000
Total contributions received or receivable from participants2011-12-31$62,022
Other income received2011-12-31$91,114
Net income (gross income less expenses)2011-12-31$172,778
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,056,416
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,883,638
Assets. Value of employer securities2011-12-31$1,859,682
Total contributions received or receivable from employer(s)2011-12-31$117,148
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$346,448
Expenses. Total of all expenses incurred2010-12-31$35,191
Benefits paid (including direct rollovers)2010-12-31$29,754
Total plan assets at end of year2010-12-31$2,883,638
Total plan assets at beginning of year2010-12-31$2,572,381
Value of fidelity bond covering the plan2010-12-31$3,000,000
Total contributions received or receivable from participants2010-12-31$68,899
Other income received2010-12-31$237,549
Net income (gross income less expenses)2010-12-31$311,257
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,883,638
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,572,381
Assets. Value of employer securities2010-12-31$1,769,691
Total contributions received or receivable from employer(s)2010-12-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : M.S. CARVER LUMBER COMPANY 401(K) AND 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 securities2009-12-31$0

Form 5500 Responses for M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2023: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
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: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: M.S. CARVER LUMBER COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered21
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58498
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58498
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58498
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58498
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58498
Policy instance 1

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