2023 Form 5500 filing — Excel Engineering, Inc. 401(K) Retirement Savings 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 20240809122329NAL0013577154001) for Excel Engineering, Inc. 401(K) Retirement Savings Plan, reported by Excel Engineering, Inc. under EIN 39-1689347 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809122329NAL0013577154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excel Engineering, Inc.
- EIN
- 39-1689347
- Plan number
- 001
- Location
- Fond Du Lac, WI
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,154,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,154,701
- Employer contributions
- $3,683,741
- Participant contributions
- $4,053,448
- Total income / additions
- $17,934,316
- Benefits paid
- $2,280,139
- Administrative expenses
- $300
- Total expenses
- $2,280,439
- Net increase / (decrease)
- $15,653,877
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Qdro Consultants Co LLC | CONSULTING | $300 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |