2023 Form 5500 filing — Excelsior Defense Inc Retirement 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 20240716085911NAL0002310609001) for Excelsior Defense Inc Retirement Plan, reported by Excelsior Defense, Inc. under EIN 59-3541210 and plan number 002. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716085911NAL0002310609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excelsior Defense, Inc.
- EIN
- 59-3541210
- Plan number
- 002
- Location
- St. Petersburg, FL
- Participants
- 418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,803,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,803,372
- Employer contributions
- $946,994
- Participant contributions
- $21,375
- Total income / additions
- $1,172,861
- Benefits paid
- $695,250
- Administrative expenses
- $40,014
- Total expenses
- $735,264
- Net increase / (decrease)
- $437,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Solutions Specialists | CONTRACT ADMIN | $25,445 | $745 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,647 | $0 |
| Ubs Financial Svcs Ins Agcy | INVESTMENT ADVISOR | $4,592 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTEMENT MGMT | $13 | not reported in the loaded dataset |