Excelitas Technologies Savings Plan — Form 5500 plan (Excelitas Technologies)
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, Excelitas Technologies Savings Plan is a benefit plan reported by Excelitas Technologies under EIN 61-1624649 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,529 participants and $137,358,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excelitas Technologies
- EIN
- 61-1624649
- Plan number
- 001
- Plan type
- 2
- Location
- Billerica, MA
- Latest filing year
- 2023
- Participants
- 1,529
- End-of-year plan assets
- $137,358,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,529 | H, C | 20241011083839NAL0021536673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,358,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,358,383
- Net assets (BOY)
- $113,889,220
Income & contributions
- Employer contributions
- $4,255,071
- Participant contributions
- $7,889,749
- Total contributions
- $13,567,426
- Total income / additions
- $34,430,856
Expenses & distributions
- Benefits paid
- $10,778,643
- Administrative expenses
- $183,050
- Total expenses
- $10,961,693
- Net increase / (decrease)
- $23,469,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR | $90,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $55,150 | $0 | 2023 |
| Coastal Capital Group | ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| G.T. Reilly & Co. | ACCOUNTANT/AUDITOR | $7,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Excelitas Technologies
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Billerica, MA
- Resources Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Coastal Capital Group — Schedule C compensation
- G.T. Reilly & Co. — Schedule C compensation