Excel Electrical Technologies, Inc. 401(K) Retirement Plan — Form 5500 plan (Excel Electrical Technologies, 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, Excel Electrical Technologies, Inc. 401(K) Retirement Plan is a benefit plan reported by Excel Electrical Technologies, Inc. under EIN 56-2300006 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $9,795,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excel Electrical Technologies, Inc.
- EIN
- 56-2300006
- Plan number
- 001
- Plan type
- 2
- Location
- Kennesaw, GA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $9,795,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20240620063106NAL0001018353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,795,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,795,601
- Net assets (BOY)
- $9,126,543
Income & contributions
- Employer contributions
- $93,922
- Participant contributions
- $518,240
- Total contributions
- $612,162
- Total income / additions
- $2,178,558
Expenses & distributions
- Benefits paid
- $1,414,937
- Administrative expenses
- $92,858
- Total expenses
- $1,509,500
- Net increase / (decrease)
- $669,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions L | RECORDKEEPER | $36,582 | $0 | 2023 |
| Rpa Financial LLC | INVESTMENT ADVISORY-PLAN | $23,304 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $9,532 | $28 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Excel Electrical Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Kennesaw, GA
- Transamerica Retirement Solutions L — Schedule C compensation
- Rpa Financial LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation