2023 Form 5500 filing — Exeltis Usa 401(K) 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 20241001220032NAL0007878321010) for Exeltis Usa 401(K) Plan, reported by Exeltis Usa Inc under EIN 22-1942453 and plan number 002. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.8MReported net assets$11,804,500
Participants213
Provider compensation$18.5K2 Schedule C row(s)$18,512
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001220032NAL0007878321010
Plan sponsor
Exeltis Usa Inc
EIN
22-1942453
Plan number
002
Location
Florham Park, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.8M total assets
Net assets$11.8MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$987K
Benefits paid / distributions$975.8K
Contributions
Employer$876.8K
Participant$1.7M
Full reported line items
Total assets (EOY)
$11,804,500
Total liabilities (EOY)
$0
Net assets (EOY)
$11,804,500
Employer contributions
$876,849
Participant contributions
$1,665,734
Total income / additions
$4,254,421
Benefits paid
$975,836
Administrative expenses
$10,942
Total expenses
$987,037
Net increase / (decrease)
$3,267,384
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $10.9K
  2. 2
    CUSTODIAN · Direct $0 · Indirect $7.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001220032NAL0007878321010 cover?
It is the 2023 Form 5500 filing for Exeltis Usa 401(K) Plan, reported by Exeltis Usa Inc (EIN 22-1942453).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages