Plan5500

Rex Heat Treat - Lansdale, Inc. Employee Benefit Plan — Form 5500 plan (Rex Heat Treat Lansdale)

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 Heat Treat - Lansdale, Inc. Employee Benefit Plan is a benefit plan reported by Rex Heat Treat Lansdale under EIN 23-2113181 and plan number 502. The latest loaded filing year is 2023. The filing reports 58 participants and $42,641 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rex Heat Treat Lansdale
EIN
23-2113181
Plan number
502
Plan type
2
Location
Lansdale, PA
Latest filing year
2023
Participants
58
End-of-year plan assets
$42,641

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202358I, C20250212091519NAL0011478579001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$42,641
Total liabilities (EOY)
$83,579
Net assets (EOY)
-$40,938
Net assets (BOY)
-$55,879

Income & contributions

Employer contributions
$900,460
Participant contributions
$195,155
Total income / additions
$1,107,707

Expenses & distributions

Benefits paid
$792,084
Administrative expenses
$29,865
Total expenses
$1,092,766
Net increase / (decrease)
$14,941

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meritain Health, An Aetna CompanyADMIN$29,865not reported in the loaded dataset2023
Cbiz, Inc. - PaBROKER$26,320not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$12,732not reported in the loaded dataset2023
Connectcare3PATIENT ADVISOR$3,593not reported in the loaded dataset2023

Related Form 5500 pages