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Form 5500 · Retirement plan · LANSDALE, PA

REX HEAT TREAT - LANSDALE, INC.

The filing calls this plan REX COMPANIES 401(K) AND PROFIT SHARING PLAN.

REX HEAT TREAT - LANSDALE, INC. of LANSDALE, PA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Septemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2113181 · plan 002 · plan year 2023, filed Jul 22, 2024

Participants at the start of the year
66
Contracts on file
1
Contract value
—
Plan year end
September

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with JOHN HANCOCK LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in September.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC0September—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

What the plan holds

Plan assets at year end
$19,057,865
Paid out in benefits
$2,303,578
Participants at the start of the year
66
Participants with account balances
73

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule I

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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