Xad, Inc. — 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, Xad, Inc. (EIN 33-0942669) is a plan sponsor located in New York, NY with 2 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
33-0942669
Location
New York, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,712,976
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$24,712,976

Contributions & income

Employer contributions
$706,554
Participant contributions
$2,971,177
Total income / additions
$7,867,636

Expenses & distributions

Benefits paid / distributions
$1,791,299
Total expenses
$1,866,802
Net increase / (decrease)
$6,000,834

Coverage

Total reported participants
669
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Xad, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Xad, Inc. 401(K) Plan001413$24,712,9762023
Xad, Inc. Health And Welfare Benefits Plan501256not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Xad, Inc.
YearPlanParticipantsSchedulesFiling
2023Xad, Inc. Health And Welfare Benefits Plan25620240517182149NAL0052954657001
2023Xad, Inc. 401(K) Plan413H, C20240930113349NAL0009315168001

Related Form 5500 pages