Original filing (PDF)20251117212519NAL0001004259001

BOYERTOWN PLANING MILL COMPANY

Name: BOYERTOWN PLANING MILL COMPANY — BOYERTOWN PLANING MILL COMPANY BARGAINING UNIT PENSION PLAN, Form 5500 (2024)
Creator: BOYERTOWN PLANING MILL COMPANY

Form 5500-SF

FILING_RECEIVED

BOYERTOWN PLANING MILL COMPANY BARGAINING UNIT PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 BOYERTOWN PLANING MILL COMPANY.

Plan sponsor

Name

BOYERTOWN PLANING MILL COMPANY

EIN

20-5131825

Address

200 S. FRANKLIN STREET · BOYERTOWN, PA · 19512

Phone

(610) 367-2124

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-11-17

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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