2023 Form 5500 filing — Xcel Hr 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 20241009120301NAL0031095984001) for Xcel Hr 401(K) Plan, reported by Xmt Services, Inc. under EIN 88-4345709 and plan number 002. It reports 3,180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120301NAL0031095984001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Xmt Services, Inc.
- EIN
- 88-4345709
- Plan number
- 002
- Location
- Rockville, MD
- Participants
- 3,180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,793,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,793,181
- Employer contributions
- $4,634,169
- Participant contributions
- $7,627,556
- Total income / additions
- $25,277,581
- Benefits paid
- $5,136,443
- Administrative expenses
- $494,398
- Total expenses
- $5,631,825
- Net increase / (decrease)
- $19,645,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $406,129 | not reported in the loaded dataset |
| Xcel Management, Inc | PLAN ADMINISTRATOR | $34,572 | not reported in the loaded dataset |
| Slavic Mutual Fund Corporation | INVESTMENT MGMT | $25,322 | not reported in the loaded dataset |
| Coogan Re Inc. | SERVICE PROVIDER | $13,507 | not reported in the loaded dataset |
| Templeton & Co. | AUDITOR | $11,750 | not reported in the loaded dataset |