2023 Form 5500 filing — Exline, Inc. Profit Sharing/401(K) Plan & Trust

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 20240823155533NAL0006526177001) for Exline, Inc. Profit Sharing/401(K) Plan & Trust, reported by Exline, Inc. under EIN 48-1143335 and plan number 001. It reports 155 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)$9.7MReported net assets$9,666,232
Participants155
Provider compensation$54.6K3 Schedule C row(s)$54,638
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240823155533NAL0006526177001
Plan sponsor
Exline, Inc.
EIN
48-1143335
Plan number
001
Location
Salina, KS
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)$9.7M total assets
Net assets$9.7MLiabilities$11.8K
Money in vs. money out
Total income / additions$2.3M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$143.7K
Participant$706.8K
Full reported line items
Total assets (EOY)
$9,678,047
Total liabilities (EOY)
$11,815
Net assets (EOY)
$9,666,232
Employer contributions
$143,723
Participant contributions
$706,847
Total income / additions
$2,282,504
Benefits paid
$1,989,370
Administrative expenses
$54,638
Total expenses
$2,055,823
Net increase / (decrease)
$226,681

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Epic Retirement Plan ServicesNONE$29,334not reported in the loaded dataset
Moneta Group LLCNONE$25,304not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$0$0

Related Form 5500 pages