Plan5500

Rex Three, Inc. 401(K) Plan — Form 5500 plan (Rex Three, 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 Three, Inc. 401(K) Plan is a benefit plan reported by Rex Three, Inc. under EIN 59-0859951 and plan number 006. The latest loaded filing year is 2023. The filing reports 208 participants and $9,173,009 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rex Three, Inc.
EIN
59-0859951
Plan number
006
Plan type
2
Location
Davie, FL
Latest filing year
2023
Participants
208
End-of-year plan assets
$9,173,009

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20241220101845NAL0006041489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,173,009
Total liabilities (EOY)
$0
Net assets (EOY)
$9,173,009
Net assets (BOY)
$8,408,655

Income & contributions

Employer contributions
$60,302
Participant contributions
$511,457
Total contributions
$609,728
Total income / additions
$1,835,361

Expenses & distributions

Benefits paid
$1,007,985
Administrative expenses
$51,013
Total expenses
$1,071,007
Net increase / (decrease)
$764,354

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$43,013$02023
Ubs Financial Services IncINVESTMENT ADVISORY$0$21,4972023
Verdeja, De Armas, TrujiACCOUNTANT$8,000not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages