2023 Form 5500 filing — Exo-S Us, LLC 401(K) 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 20240813110417NAL0018197840001) for Exo-S Us, LLC 401(K) Plan, reported by Exo-S Us, LLC under EIN 20-2683580 and plan number 002. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813110417NAL0018197840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exo-S Us, LLC
- EIN
- 20-2683580
- Plan number
- 002
- Location
- Howe, IN
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,903,153
- Net assets (EOY)
- $7,903,153
- Employer contributions
- $251,663
- Participant contributions
- $512,738
- Total income / additions
- $1,962,742
- Benefits paid
- $729,008
- Administrative expenses
- $36,324
- Total expenses
- $765,332
- Net increase / (decrease)
- $1,197,410
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Invest Holdings LLC | RECORDKEEPER | $21,149 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $7,669 | $0 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $7,038 | $0 |
| Other | OTHER | -$14,675 | $0 |