2023 Form 5500 filing — Med Excel Usa, Inc. 401(K) Profit Sharing Plan And Trust
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 20241015125126NAL0028481185002) for Med Excel Usa, Inc. 401(K) Profit Sharing Plan And Trust, reported by Med Excel Usa, Inc. under EIN 06-1324681 and plan number 001. It reports 486 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125126NAL0028481185002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Med Excel Usa, Inc.
- EIN
- 06-1324681
- Plan number
- 001
- Location
- New Windsor, NY
- Participants
- 486
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,116,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,116,873
- Employer contributions
- $0
- Participant contributions
- $573,106
- Total income / additions
- $2,895,441
- Benefits paid
- $1,402,484
- Administrative expenses
- $40,897
- Total expenses
- $1,443,381
- Net increase / (decrease)
- $1,452,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cadaret Grant | BROKER/DEALER | not reported in the loaded dataset | $25,540 |
| Ascensus | TPA | not reported in the loaded dataset | $19,324 |