Exel 401(K) Savings Plan — Form 5500 plan (Exel Inc.)
Plain-English plan 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, Exel 401(K) Savings Plan is a benefit plan reported by Exel Inc. under EIN 04-2801160 and plan number 003. The latest loaded filing year is 2023. The filing reports 686 participants and $25,307,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exel Inc.
- EIN
- 04-2801160
- Plan number
- 003
- Plan type
- 2
- Location
- Westerville, OH
- Latest filing year
- 2023
- Participants
- 686
- End-of-year plan assets
- $25,307,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 686 | H, C | 20241010100337NAL0019893905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,307,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,307,139
- Net assets (BOY)
- $23,145,234
Income & contributions
- Employer contributions
- $321,908
- Participant contributions
- $721,558
- Total contributions
- $1,308,887
- Total income / additions
- $5,772,210
Expenses & distributions
- Benefits paid
- $3,478,098
- Administrative expenses
- $2,906
- Total expenses
- $3,481,004
- Net increase / (decrease)
- $2,291,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,906 | $0 | 2023 |