Excella — 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, Excella (EIN 54-2062249) is a plan sponsor located in Arlington, VA 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
54-2062249
Location
Arlington, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$36,269,119
Total reported liabilities (EOY)
$27
Total reported net assets (EOY)
$36,269,092

Contributions & income

Employer contributions
$1,131,810
Participant contributions
$3,740,702
Total income / additions
$11,722,742

Expenses & distributions

Benefits paid / distributions
$2,809,674
Total expenses
$2,930,019
Net increase / (decrease)
$8,792,723

Coverage

Total reported participants
718
Plans with financial statements
1
Plans with provider compensation
2

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

Excella plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Excella, Inc. 401(K) Plan001425$36,269,1192023
Excella Employee Benefits Plan501293not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Excella
YearPlanParticipantsSchedulesFiling
2023Excella Employee Benefits Plan293C20240723131121NAL0006624387001
2023Excella, Inc. 401(K) Plan425H, C20240924121151NAL0017466112001

Related Form 5500 pages