2023 Form 5500 filing — Xaloy 401k 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 20241004140603NAL0020543824007) for Xaloy 401k Plan, reported by Xaloy LLC under EIN 81-4251752 and plan number 001. It reports 340 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)$19.1MReported net assets$19,085,749
Participants340
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004140603NAL0020543824007
Plan sponsor
Xaloy LLC
EIN
81-4251752
Plan number
001
Location
Austintown, OH
Received date
not reported in the loaded dataset
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)$19.1M total assets
Net assets$19.1MLiabilities
Money in vs. money out
Total income / additions$5.1M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$835.9K
Participant$1.5M
Full reported line items
Total assets (EOY)
$19,085,749
Net assets (EOY)
$19,085,749
Employer contributions
$835,883
Participant contributions
$1,516,776
Total income / additions
$5,108,865
Benefits paid
$1,300,949
Administrative expenses
$37,917
Total expenses
$1,338,866
Net increase / (decrease)
$3,769,999

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Charles Schwab & Co., IncNONE$0$0

Related Form 5500 pages