Plan5500

Excet, Inc. 401(K) Plan — Form 5500 plan (Excet, 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, Excet, Inc. 401(K) Plan is a benefit plan reported by Excet, Inc. under EIN 20-2633996 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $21,028,804 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Excet, Inc.
EIN
20-2633996
Plan number
001
Plan type
2
Location
Lexington Park, MD
Latest filing year
2023
Participants
139
End-of-year plan assets
$21,028,804

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241014112329NAL0027142641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,028,804
Total liabilities (EOY)
$0
Net assets (EOY)
$21,028,804
Net assets (BOY)
$17,289,850

Income & contributions

Employer contributions
$914,001
Participant contributions
$1,024,027
Total contributions
$2,102,291
Total income / additions
$4,836,968

Expenses & distributions

Benefits paid
$1,035,428
Administrative expenses
$62,586
Total expenses
$1,098,014
Net increase / (decrease)
$3,738,954

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$61,136$02023
Kailasa Capital Management LLCINVESTMENT ADVISORY$0$27,1282023
Dunbar Bender & Zapf IncCONTRACT ADMINISTRATOR$1,450$8,8262023

Related Form 5500 pages