2023 Form 5500 filing — Excell Marketing, L.C. Profit Sharing 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 20240730111614NAL0013316899001) for Excell Marketing, L.C. Profit Sharing Plan, reported by Excell Marketing, L.C. under EIN 42-1444611 and plan number 001. It reports 413 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)$28MReported net assets$27,982,009

Participants413

Provider compensation$25.9K3 Schedule C row(s)$25,881

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240730111614NAL0013316899001
Plan sponsor: Excell Marketing, L.C.
EIN: 42-1444611
Plan number: 001
Location: Des Moines, IA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$28M total assets

Net assets$28MLiabilities$0

Money in vs. money out

Total income / additions$5.8M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$674.9K

Participant$1.4M

Full reported line items

Total assets (EOY): $27,982,009
Total liabilities (EOY): $0
Net assets (EOY): $27,982,009
Employer contributions: $674,903
Participant contributions: $1,423,188
Total income / additions: $5,766,175
Benefits paid: $1,697,243
Administrative expenses: $6,882
Total expenses: $1,714,689
Net increase / (decrease): $4,051,486

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Gallagher Fiduciary Advisors, LLC$19K
INVESTMENT ADVISORY · Direct $0 · Indirect $19K
2
Principal Life Insurance Company$6.9K
CONTRACT ADMINISTRATOR · Direct $6.9K · Indirect $0
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730111614NAL0013316899001 cover?: It is the 2023 Form 5500 filing for Excell Marketing, L.C. Profit Sharing Plan, reported by Excell Marketing, L.C. (EIN 42-1444611).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).