Plan5500

Xpert Design & Construction LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Xpert Design & Construction LLC (EIN 20-0744335) is a plan sponsor located in Louisville, KY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0744335
Location
Louisville, KY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Xpert Design & Construction LLC

  • 1 loaded plans hold $11.1M in reported assets.
  • The largest, Xpert Design & Construction Ll 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 207 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.1MSummed across loaded plans$11,113,662
Total reported assets$11.1M$11,134,475
Total reported participants207
Total reported liabilities$20.8K$20,813

Reported net position

Reported assets = net assets + liabilities (summed)$11.1M total assets
Net assets$11.1MLiabilities$20.8K
Contributions & income
Employer contributions$969.9K
Participant contributions$1.5M
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$399.4K
Total expenses$403.9K
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Xpert Design & Construction Ll 401(K) Profit Sharing Plan And Trust
Participants per plan207Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Xpert Design & Construction Ll 401(K) Profit Sharing Plan And Trust$11.1M
    Plan #001 · 207 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Xpert Design & Construction LLC. Open one for its full reported snapshot.

  1. 2023
    Xpert Design & Construction Ll 401(K) Profit Sharing Plan And Trust207 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Xpert Design & Construction LLC report on Form 5500?
Xpert Design & Construction LLC (EIN 20-0744335) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Xpert Design & Construction LLC?
The Employer Identification Number (EIN) reported for Xpert Design & Construction LLC is 20-0744335.
What is the latest Form 5500 filing year for Xpert Design & Construction LLC?
The latest loaded Form 5500 filing year for Xpert Design & Construction LLC is 2023.

Related Form 5500 pages