Excella Wealth Properties, Inc. 401(K) Plan — Form 5500 plan (Excella Wealth Properties, 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, Excella Wealth Properties, Inc. 401(K) Plan is a benefit plan reported by Excella Wealth Properties, Inc. under EIN 84-2755255 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $209,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excella Wealth Properties, Inc.
- EIN
- 84-2755255
- Plan number
- 001
- Plan type
- 2
- Location
- Pinellas Park, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $209,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240715091352NAL0000720435001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $209,765
- Net assets (EOY)
- $209,765
- Net assets (BOY)
- $181,176
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $28,589
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $28,589
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.