Xpel, Inc. Retirement Trust — Form 5500 plan (Xpel, 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, Xpel, Inc. Retirement Trust is a benefit plan reported by Xpel, Inc. under EIN 20-1117381 and plan number 001. The latest loaded filing year is 2023. The filing reports 506 participants and $11,034,910 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xpel, Inc.
EIN
20-1117381
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
506
End-of-year plan assets
$11,034,910

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023506H, C20241011070307NAL0036285632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,034,910
Total liabilities (EOY)
$0
Net assets (EOY)
$11,034,910
Net assets (BOY)
$8,129,797

Income & contributions

Employer contributions
$824,714
Participant contributions
$1,562,236
Total contributions
$2,451,131
Total income / additions
$3,460,901

Expenses & distributions

Benefits paid
$512,196
Administrative expenses
$43,592
Total expenses
$555,788
Net increase / (decrease)
$2,905,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$32,958$02023
Marcado Asset Management LLCADVISOR$9,810not reported in the loaded dataset2023

Related Form 5500 pages