Original filing (PDF)20250416105630NAL0008232528001

WHITBREAD'S SONS LUMBER CO. OF LONG BEACH

Name: WHITBREAD'S SONS LUMBER CO. OF LONG BEACH — WHITBREAD'S SONS LUMBER CO. OF LONG BEACH 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WHITBREAD'S SONS LUMBER CO. OF LONG BEACH

Form 5500-SF

FILING_RECEIVED

WHITBREAD'S SONS LUMBER CO. OF LONG BEACH 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITBREAD'S SONS LUMBER CO. OF LONG BEACH.

Plan sponsor

Name

WHITBREAD'S SONS LUMBER CO. OF LONG BEACH

EIN

11-2716525

Address

P.O. BOX 66 · LONG BEACH, NY · 11561

Phone

(516) 432-0670

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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