Rex Wickline, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Rex Wickline, Inc.)

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 Wickline, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Rex Wickline, Inc. under EIN 84-1943721 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $368,989 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$369KPlan net assets, end of year$368,989
Participants5Covered participants reported
Assets / participant$73.8KComputed: assets ÷ participants$73,798 (computed)
Provider compensationNone reported
Plan sponsor
Rex Wickline, Inc.
EIN
84-1943721
Plan number
001
Plan type
2
Location
Canal Winchester, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240826081449NAL0017207792001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$369K total assets
Net assets$369KLiabilities
Money in vs. money out
Total income / additions$33.9K
Total expenses$4.7K
Benefits paid / distributions$2.8K
Contributions
Employer$2.8K
Participant$3.2K
Full reported line items

Net assets

Total assets (EOY)
$368,989
Net assets (EOY)
$368,989
Net assets (BOY)
$339,867

Income & contributions

Employer contributions
$2,808
Participant contributions
$3,227
Total income / additions
$33,865

Expenses & distributions

Benefits paid
$2,758
Administrative expenses
$1,985
Total expenses
$4,743
Net increase / (decrease)
$29,122

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages