401(k)
2022 plan-year 401(k) DOL Form 5500

Cardwell Lumber Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cardwell Lumber Inc. · Missouri · Other Services

What the 2023 filing shows

Cardwell Lumber Inc. 401(k) Plan holds $493K for 93 participants — about $5,299 per participant, up 19.7% over the 2022 plan year.

$493K
total plan assets (2022 EOY)
93
covered participants
$5,299
avg assets per participant
+19.7%
assets growth YoY
Total Assets (2023)
$493K
Participants
93
State
Industry
Other Services

What the Filing Says About Cardwell Lumber Inc. 401(k) Plan

Cardwell Lumber Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Cardwell Lumber Inc., headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $493K in total end-of-year assets and covers 93 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 431034956, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $412K at the beginning of 2022 to $493K at year-end — a gain of 19.7%. Net assets (after liabilities) closed the year at $493K, with reported net income of $81K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$412K
Total Assets (End of Year)$493K
Net Assets (End of Year)$493K
Net Income$81K
Plan Type401(k)
Employer EIN431034956
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Cardwell Lumber Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Cardwell Lumber Inc. 401(k) Plan holds $493K in total assets with 93 participants. It is sponsored by Cardwell Lumber Inc..
What type of plan is Cardwell Lumber Inc. 401(k) Plan?
Cardwell Lumber Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 431034956.
Who sponsors the Cardwell Lumber Inc. 401(k) Plan?
Cardwell Lumber Inc. 401(k) Plan is sponsored by Cardwell Lumber Inc., located in Missouri. The sponsor's EIN is 431034956 and the plan operates in the Other Services industry.
How did Cardwell Lumber Inc. 401(k) Plan perform in 2022?
Cardwell Lumber Inc. 401(k) Plan grew by 19.7% during 2022, moving from $412K to $493K in total assets. Net income was $81K.
Where can I find official filings for Cardwell Lumber Inc. 401(k) Plan?
Official Form 5500 filings for Cardwell Lumber Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 431034956 or plan name at efast.dol.gov.
How does Cardwell Lumber Inc. 401(k) Plan compare to other plans?
You can compare Cardwell Lumber Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 431034956.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.