Exline, Inc. Profit Sharing/401(K) Plan & Trust — Form 5500 plan (Exline, 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, Exline, Inc. Profit Sharing/401(K) Plan & Trust is a benefit plan reported by Exline, Inc. under EIN 48-1143335 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $9,678,047 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exline, Inc.
EIN
48-1143335
Plan number
001
Plan type
2
Location
Salina, KS
Latest filing year
2023
Participants
155
End-of-year plan assets
$9,678,047

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20240823155533NAL0006526177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,678,047
Total liabilities (EOY)
$11,815
Net assets (EOY)
$9,666,232
Net assets (BOY)
$9,439,551

Income & contributions

Employer contributions
$143,723
Participant contributions
$706,847
Total contributions
$850,570
Total income / additions
$2,282,504

Expenses & distributions

Benefits paid
$1,989,370
Administrative expenses
$54,638
Total expenses
$2,055,823
Net increase / (decrease)
$226,681

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$29,334not reported in the loaded dataset2023
Moneta Group LLCNONE$25,304not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages