Plan5500

Rex Lumber 401(K) And P/S Plan — Form 5500 plan (Rex Lumber, LLC)

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 401(K) And P/S Plan is a benefit plan reported by Rex Lumber, LLC under EIN 61-1870518 and plan number 001. The latest loaded filing year is 2023. The filing reports 645 participants and $14,127,743 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rex Lumber, LLC
EIN
61-1870518
Plan number
001
Plan type
2
Location
Graceville, FL
Latest filing year
2023
Participants
645
End-of-year plan assets
$14,127,743

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023645H, C20241011060927NAL0037986096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,127,743
Total liabilities (EOY)
$0
Net assets (EOY)
$14,127,743
Net assets (BOY)
$10,922,324

Income & contributions

Employer contributions
$726,140
Participant contributions
$1,605,995
Total contributions
$2,497,849
Total income / additions
$4,454,858

Expenses & distributions

Benefits paid
$1,039,631
Administrative expenses
$112,833
Total expenses
$1,249,439
Net increase / (decrease)
$3,205,419

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Retirement ServicesRECORDKEEPER$112,883not reported in the loaded dataset2023

Related Form 5500 pages