2023 Form 5500 filing — Excel Electrical Technologies, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620063106NAL0001018353001) for Excel Electrical Technologies, Inc. 401(K) Retirement Plan, reported by Excel Electrical Technologies, Inc. under EIN 56-2300006 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.8MReported net assets$9,795,601
Participants188
Provider compensation$69.4K3 Schedule C row(s)$69,446
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240620063106NAL0001018353001
- Plan sponsor
- Excel Electrical Technologies, Inc.
- EIN
- 56-2300006
- Plan number
- 001
- Location
- Kennesaw, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,795,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,795,601
- Employer contributions
- $93,922
- Participant contributions
- $518,240
- Total income / additions
- $2,178,558
- Benefits paid
- $1,414,937
- Administrative expenses
- $92,858
- Total expenses
- $1,509,500
- Net increase / (decrease)
- $669,058
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions L | RECORDKEEPER | $36,582 | $0 |
| Rpa Financial LLC | INVESTMENT ADVISORY-PLAN | $23,304 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPER | $9,532 | $28 |