2023 Form 5500 filing — Expel, Inc. 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 20241010094146NAL0033731792001) for Expel, Inc. 401(K) Plan, reported by Expel, Inc. under EIN 81-3563342 and plan number 001. It reports 546 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)$29.5MReported net assets$29,500,682
Participants546
Provider compensation$223.1K5 Schedule C row(s)$223,130
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010094146NAL0033731792001
Plan sponsor
Expel, Inc.
EIN
81-3563342
Plan number
001
Location
Herndon, VA
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)$29.5M total assets
Net assets$29.5MLiabilities$0
Money in vs. money out
Total income / additions$14.8M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$2M
Participant$6.1M
Full reported line items
Total assets (EOY)
$29,500,682
Total liabilities (EOY)
$0
Net assets (EOY)
$29,500,682
Employer contributions
$1,966,536
Participant contributions
$6,117,732
Total income / additions
$14,796,075
Benefits paid
$3,850,944
Administrative expenses
$169,964
Total expenses
$4,024,192
Net increase / (decrease)
$10,771,883
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $169.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $36.9K
  3. 3
    OTHER SERVICES · Direct $0 · Indirect $16.3K
  4. 4
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
  5. 5
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010094146NAL0033731792001 cover?
It is the 2023 Form 5500 filing for Expel, Inc. 401(K) Plan, reported by Expel, Inc. (EIN 81-3563342).
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