How many benefit plans does Excel Engineering, Inc. report on Form 5500?

Excel Engineering, Inc. (EIN 39-1689347) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Excel Engineering, Inc.?

The Employer Identification Number (EIN) reported for Excel Engineering, Inc. is 39-1689347.

What is the latest Form 5500 filing year for Excel Engineering, Inc.?

The latest loaded Form 5500 filing year for Excel Engineering, Inc. is 2023.

Excel Engineering, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Excel Engineering, Inc. (EIN 39-1689347) is a plan sponsor located in Fond Du Lac, WI with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 39-1689347
Location: Fond Du Lac, WI
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $66,154,701
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $66,154,701

Contributions & income

Employer contributions: $3,683,741
Participant contributions: $4,053,448
Total income / additions: $17,934,316

Expenses & distributions

Benefits paid / distributions: $2,280,139
Total expenses: $2,280,439
Net increase / (decrease): $15,653,877

Coverage

Total reported participants: 751
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Excel Engineering, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Excel Engineering, Inc. 401(K) Retirement Savings Plan	001	338	$66,154,701	2023
Excel Engineering, Inc. Group Insurance Plan	502	216	not reported in the loaded dataset	2023
Excel Engineering, Inc. Health Reimbursement Plan	503	197	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Excel Engineering, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Excel Engineering, Inc. Health Reimbursement Plan	197	—	20240530162425NAL0027590994001
2023	Excel Engineering, Inc. Group Insurance Plan	216	—	20240725165513NAL0009505011001
2023	Excel Engineering, Inc. 401(K) Retirement Savings Plan	338	H, C	20240809122329NAL0013577154001