2023 Form 5500 filing — Excellence In Management, 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 20240725142147NAL0030544706001) for Excellence In Management, Inc. Retirement Plan, reported by Excellence In Management, Inc. under EIN 45-4644711 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240725142147NAL0030544706001
Filing year
2023
Form type
2
Plan sponsor
Excellence In Management, Inc.
EIN
45-4644711
Plan number
001
Location
Brandon, FL
Participants
0
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$258,000
Net assets (EOY)
$258,000
Total income / additions
-$7,000
Total expenses
$0
Net increase / (decrease)
-$7,000
Schedule source
Schedule I

Related Form 5500 pages