Rex Lumber Company 401(K) Savings & Security Plan — Form 5500 plan (Rex Lumber Company)
Plain-English plan 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, Rex Lumber Company 401(K) Savings & Security Plan is a benefit plan reported by Rex Lumber Company under EIN 06-0667910 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $22,867,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rex Lumber Company
- EIN
- 06-0667910
- Plan number
- 002
- Plan type
- 2
- Location
- Acton, MA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $22,867,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20250815143850NAL0010500593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,867,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,867,104
- Net assets (BOY)
- $18,985,917
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $898,634
- Total contributions
- $898,634
- Total income / additions
- $4,836,914
Expenses & distributions
- Benefits paid
- $842,903
- Administrative expenses
- $99,052
- Total expenses
- $955,727
- Net increase / (decrease)
- $3,881,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $50,859 | not reported in the loaded dataset | 2023 |
| Bay Colony Advisors | INVESTMENT ADVISOR | $26,174 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,777 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $10,345 | not reported in the loaded dataset | 2023 |
| Claro Advisors LLC | INVESTMENT ADVISOR | $722 | not reported in the loaded dataset | 2023 |
| Empower Financial Services, Inc. | BROKERAGE SERVICES | $175 | not reported in the loaded dataset | 2023 |
| Empower Financial Services, Inc. | BROKERAGE SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rex Lumber Company
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Acton, MA
- Empower Advisory Group, LLC — Schedule C compensation
- Bay Colony Advisors — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Claro Advisors LLC — Schedule C compensation
- Empower Financial Services, Inc. — Schedule C compensation