Original filing (PDF)20250403131158NAL0005818243001

APPLETON LUMBER COMPANY, INC. DBA KONZ WOOD PRODUCTS

Name: APPLETON LUMBER COMPANY, INC. DBA KONZ WOOD PRODUCTS — APPLETON LUMBER COMPANY SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: APPLETON LUMBER COMPANY, INC. DBA KONZ WOOD PRODUCTS

Form 5500-SF

FILING_RECEIVED

APPLETON LUMBER COMPANY SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Active participants

103

Accounts w/ balance

110

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLETON LUMBER COMPANY, INC. DBA KONZ WOOD PRODUCTS.

Plan sponsor

Name

APPLETON LUMBER COMPANY, INC. DBA KONZ WOOD PRODUCTS

EIN

39-0759281

Address

616 N. PERKINS STREET · APPLETON, WI · 549143133

Phone

(920) 734-7770

Industry

Manufacturingsee 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

2025-04-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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