Plan5500

2023 Form 5500 filing — Rex Lumber Company 401(K) Savings & Security 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 20250815143850NAL0010500593001) for Rex Lumber Company 401(K) Savings & Security Plan, reported by Rex Lumber Company under EIN 06-0667910 and plan number 002. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250815143850NAL0010500593001
Filing year
2023
Form type
2
Plan sponsor
Rex Lumber Company
EIN
06-0667910
Plan number
002
Location
Acton, MA
Participants
238
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$22,867,104
Total liabilities (EOY)
$0
Net assets (EOY)
$22,867,104
Employer contributions
$0
Participant contributions
$898,634
Total income / additions
$4,836,914
Benefits paid
$842,903
Administrative expenses
$99,052
Total expenses
$955,727
Net increase / (decrease)
$3,881,187
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Advisory Group, LLCINVESTMENT MGMT$50,859not reported in the loaded dataset
Bay Colony AdvisorsINVESTMENT ADVISOR$26,174not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$10,777$0
Leafhouse Financial Advisors, LLCOTHER$10,345not reported in the loaded dataset
Claro Advisors LLCINVESTMENT ADVISOR$722not reported in the loaded dataset
Empower Financial Services, Inc.BROKERAGE SERVICES$175not reported in the loaded dataset
Empower Financial Services, Inc.BROKERAGE SERVICES$0$0

Related Form 5500 pages