Plan5500

Exactech, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Exactech, 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, Exactech, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Exactech, Inc. under EIN 59-2603930 and plan number 001. The latest loaded filing year is 2023. The filing reports 774 participants and $62,766,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exactech, Inc.
EIN
59-2603930
Plan number
001
Plan type
2
Location
Gainesville, FL
Latest filing year
2023
Participants
774
End-of-year plan assets
$62,766,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023774H, C20241007142938NAL0015331537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,766,628
Total liabilities (EOY)
$0
Net assets (EOY)
$62,766,628
Net assets (BOY)
$52,459,884

Income & contributions

Employer contributions
$2,490,237
Participant contributions
$4,112,127
Total contributions
$7,342,633
Total income / additions
$16,601,172

Expenses & distributions

Benefits paid
$6,157,411
Administrative expenses
$137,017
Total expenses
$6,294,428
Net increase / (decrease)
$10,306,744

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$121,543$02023
James Moore & Co., P.L.ACCOUNTANT$15,000not reported in the loaded dataset2023

Related Form 5500 pages