2023 Form 5500 filing — Rex Lumber 401(K) And P/S 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 20241011060927NAL0037986096001) for Rex Lumber 401(K) And P/S Plan, reported by Rex Lumber, LLC under EIN 61-1870518 and plan number 001. It reports 645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011060927NAL0037986096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rex Lumber, LLC
- EIN
- 61-1870518
- Plan number
- 001
- Location
- Graceville, FL
- Participants
- 645
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,127,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,127,743
- Employer contributions
- $726,140
- Participant contributions
- $1,605,995
- Total income / additions
- $4,454,858
- Benefits paid
- $1,039,631
- Administrative expenses
- $112,833
- Total expenses
- $1,249,439
- Net increase / (decrease)
- $3,205,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Retirement Services | RECORDKEEPER | $112,883 | not reported in the loaded dataset |