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, Advisors Excel, LLC 401(K) P/S Plan is a benefit plan reported by Advisors Excel, LLC under EIN 20-2111111 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,001 participants and $60,215,973 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,215,973
- Total liabilities (EOY)
- $829
- Net assets (EOY)
- $60,215,144
- Net assets (BOY)
- $45,648,015
Income & contributions
- Employer contributions
- $2,689,593
- Participant contributions
- $5,560,158
- Total contributions
- $8,672,004
- Total income / additions
- $18,125,891
Expenses & distributions
- Benefits paid
- $3,360,518
- Administrative expenses
- $198,244
- Total expenses
- $3,558,762
- Net increase / (decrease)
- $14,567,129