2023 Form 5500 filing — Excelsior Integrated Management Corp. 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 20241008105842NAL0017433553001) for Excelsior Integrated Management Corp. 401(K) Plan, reported by Excelsior Integrated Management Corp. under EIN 46-3320327 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008105842NAL0017433553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excelsior Integrated Management Corp.
- EIN
- 46-3320327
- Plan number
- 001
- Location
- New York, NY
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $528,978
- Benefits paid
- $6,934,012
- Administrative expenses
- $26,007
- Total expenses
- $6,960,019
- Net increase / (decrease)
- -$6,431,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Life Insurance Company | RECORD-KEEPER | $26,007 | $3,836 |