2023 Form 5500 filing — Rex Lumber Company 401(K) Savings & Security Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250815143850NAL0010500593001) for Rex Lumber Company 401(K) Savings & Security Plan, reported by Rex Lumber Company under EIN 06-0667910 and plan number 002. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$22.9MReported net assets$22,867,104
Participants238
Provider compensation$99.1K7 Schedule C row(s)$99,052
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250815143850NAL0010500593001
- Plan sponsor
- Rex Lumber Company
- EIN
- 06-0667910
- Plan number
- 002
- Location
- Acton, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$22.9M total assets
Net assets$22.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,867,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,867,104
- Employer contributions
- $0
- Participant contributions
- $898,634
- Total income / additions
- $4,836,914
- Benefits paid
- $842,903
- Administrative expenses
- $99,052
- Total expenses
- $955,727
- Net increase / (decrease)
- $3,881,187
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $50,859 | not reported in the loaded dataset |
| Bay Colony Advisors | INVESTMENT ADVISOR | $26,174 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,777 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $10,345 | not reported in the loaded dataset |
| Claro Advisors LLC | INVESTMENT ADVISOR | $722 | not reported in the loaded dataset |
| Empower Financial Services, Inc. | BROKERAGE SERVICES | $175 | not reported in the loaded dataset |
| Empower Financial Services, Inc. | BROKERAGE SERVICES | $0 | $0 |