Original filing (PDF)20240108140634NAL0005356979001

SHUQUALAK LUMBER COMPANY

Name: SHUQUALAK LUMBER COMPANY — ASPIRE 401(K) FOR SHUQUALAK LUMBER COMPANY, Form 5500 (2022)
Creator: SHUQUALAK LUMBER COMPANY

Form 5500

FILING_RECEIVED

ASPIRE 401(K) FOR SHUQUALAK LUMBER COMPANY

401(k) retirement plan

Signals · 1

Late filing · 9.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHUQUALAK LUMBER COMPANY.

Plan sponsor

Name

SHUQUALAK LUMBER COMPANY

EIN

64-0431285

Address

P. O. BOX 25 · SHUQUALAK, MS · 39361

Phone

(662) 793-4586

Industry

Manufacturingsee all

Plan administrator

Name

BALLEW WEALTH MANAGEMENT

EIN

47-5005961

City

JACKSON, MS

Phone

(601) 368-3500

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-04-30

Filed

2024-01-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MWG RETIREMENT PLAN SERVICES	72-1396518	—	RECORDKEEPER	$150	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.