Xcaliber International Retirement Savings Plan — Form 5500 plan (Xcaliber International, Ltd., L.L.C.)

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, Xcaliber International Retirement Savings Plan is a benefit plan reported by Xcaliber International, Ltd., L.L.C. under EIN 73-1613028 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $14,743,488 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xcaliber International, Ltd., L.L.C.
EIN
73-1613028
Plan number
001
Plan type
2
Location
Pryor, OK
Latest filing year
2023
Participants
278
End-of-year plan assets
$14,743,488

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20241014162643NAL0026709953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,743,488
Total liabilities (EOY)
$0
Net assets (EOY)
$14,743,488
Net assets (BOY)
$11,485,436

Income & contributions

Employer contributions
$955,375
Participant contributions
$772,557
Total contributions
$1,767,747
Total income / additions
$3,604,167

Expenses & distributions

Benefits paid
$302,140
Administrative expenses
$43,975
Total expenses
$346,115
Net increase / (decrease)
$3,258,052

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$46,375$02023

Related Form 5500 pages