Excel Wealth Management, LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Excel Wealth Management, LLC is reported as a service provider on 19 loaded Form 5500 filing(s) across 18 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $481,025 and reported indirect compensation totals $247,557.
Reported compensation summary
- Reported direct compensation
- $481,025
- Reported indirect compensation
- $247,557
- Total reported compensation
- $728,582
- Filings
- 19
- Plan sponsors
- 18
- Plans
- 19
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Paychex Retirement LLC | NY | 1 | $247,750 |
| First County Bank | CT | 2 | $247,557 |
| Fortune Metal Group Inc. | NJ | 1 | $37,044 |
| Basware Inc | SC | 1 | $31,246 |
| Emprise Corporation | CT | 1 | $23,387 |
| Pawling Corporation | NY | 1 | $19,067 |
| System Logistics Corporation | NC | 1 | $18,050 |
| East Side Service Center Inc | RI | 1 | $17,399 |
| Tm3 Systems Inc | CT | 1 | $13,666 |
| Mccombs Steel Company, Inc. | NC | 1 | $11,731 |
State footprint
Plans reporting Excel Wealth Management, LLC are sponsored in NC (5), CT (5), NY (2), SC (2), CA (1), TN (1), FL (1), NJ (1), RI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Paychex Retirement LLC | Paychex Pooled Employer 401(K) Plan | 2023 | $247,750 | not reported in the loaded dataset |
| First County Bank | Retirement Plan Of First County Bank | 2023 | $0 | $164,554 |
| First County Bank | First County Bank Savings Plan | 2023 | $0 | $83,003 |
| Fortune Metal Group Inc. | Fortune Metal Inc. Of Rhode Island 401(K) Profit Sharing Pla | 2023 | $37,044 | $0 |
| Basware Inc | Basware Inc 401(K) Profit Sharing Plan & Trust | 2023 | $31,246 | not reported in the loaded dataset |
| Emprise Corporation | Emprise Corporation 401(K) Profit Sharing Plan | 2023 | $23,387 | $0 |
| Pawling Corporation | Pawling Corporation 401(K) Profit Sharing Plan & Trust | 2023 | $19,067 | not reported in the loaded dataset |
| System Logistics Corporation | System Logistics Corporation 401(K) Profit Sharing Plan & Trust | 2023 | $18,050 | not reported in the loaded dataset |
| East Side Service Center Inc | East Side Service Center Inc 401(K) Profit Sharing Plan & Trust | 2023 | $17,399 | not reported in the loaded dataset |
| Tm3 Systems Inc | Tm3 Systems Inc 401(K) Profit Sharing Plan & Trust | 2023 | $13,666 | not reported in the loaded dataset |
| Mccombs Steel Company, Inc. | Mccombs Steel Company, Inc. 401(K) Profit Sharing Plan | 2023 | $11,731 | not reported in the loaded dataset |
| Clinton Nurseries Inc | Clinton Nurseries Inc 401(K) Profit Sharing Plan & Trust | 2023 | $11,628 | not reported in the loaded dataset |
| Lake Norman Security Patrol In | Lake Norman Security Patrol In 401(K) Profit Sharing Plan & Trust | 2023 | $10,705 | not reported in the loaded dataset |
| New Restoration And Recovery S | New Restoration And Recovery S 401(K) Profit Sharing Plan & Trust | 2023 | $7,533 | not reported in the loaded dataset |
| Sensei Wellness Holdings Inc | Sensei Wellness Holdings Inc 401(K) Profit Sharing Plan & Trust | 2023 | $7,359 | not reported in the loaded dataset |
| Track-Pigeon Forge Ltd Ptr | Track-Pigeon Forge Ltd Ptr 401(K) Profit Sharing Plan & Trust | 2023 | $6,905 | not reported in the loaded dataset |
| Keer America Corporation | Keer America Corporation 401(K) Plan | 2023 | $6,584 | $0 |
| Smart Metals Recycling LLC | Smart Metals Recycling LLC 401(K) Profit Sharing Plan & Trust | 2023 | $5,557 | not reported in the loaded dataset |
| Cell Staff LLC | Cell Staff LLC 401(K) Profit Sharing Plan & Trust | 2023 | $5,414 | not reported in the loaded dataset |
Related Form 5500 pages
- Paychex Pooled Employer 401(K) Plan (plan 001)
- Paychex Retirement LLC — all reported plans
- Retirement Plan Of First County Bank (plan 001)
- First County Bank — all reported plans
- First County Bank Savings Plan (plan 002)
- Fortune Metal Inc. Of Rhode Island 401(K) Profit Sharing Pla (plan 001)
- Fortune Metal Group Inc. — all reported plans
- Basware Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Basware Inc — all reported plans
- Emprise Corporation 401(K) Profit Sharing Plan (plan 001)
- Emprise Corporation — all reported plans
- Pawling Corporation 401(K) Profit Sharing Plan & Trust (plan 003)
- Pawling Corporation — all reported plans
- System Logistics Corporation 401(K) Profit Sharing Plan & Trust (plan 001)
- System Logistics Corporation — all reported plans
- East Side Service Center Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- East Side Service Center Inc — all reported plans
- Tm3 Systems Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Tm3 Systems Inc — all reported plans
- Mccombs Steel Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mccombs Steel Company, Inc. — all reported plans
- Clinton Nurseries Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Clinton Nurseries Inc — all reported plans
- Lake Norman Security Patrol In 401(K) Profit Sharing Plan & Trust (plan 001)
- Lake Norman Security Patrol In — all reported plans
- New Restoration And Recovery S 401(K) Profit Sharing Plan & Trust (plan 001)
- New Restoration And Recovery S — all reported plans
- Sensei Wellness Holdings Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Sensei Wellness Holdings Inc — all reported plans
- Track-Pigeon Forge Ltd Ptr 401(K) Profit Sharing Plan & Trust (plan 002)
- Track-Pigeon Forge Ltd Ptr — all reported plans
- Keer America Corporation 401(K) Plan (plan 001)
- Keer America Corporation — all reported plans
- Smart Metals Recycling LLC 401(K) Profit Sharing Plan & Trust (plan 002)
- Smart Metals Recycling LLC — all reported plans
- Cell Staff LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Cell Staff LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources