2023 Form 5500 filing — Advisors Excel, LLC 401(K) P/S 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 20241004101026NAL0005611011001) for Advisors Excel, LLC 401(K) P/S Plan, reported by Advisors Excel, LLC under EIN 20-2111111 and plan number 001. It reports 1,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004101026NAL0005611011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advisors Excel, LLC
- EIN
- 20-2111111
- Plan number
- 001
- Location
- Topeka, KS
- Participants
- 1,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,215,973
- Total liabilities (EOY)
- $829
- Net assets (EOY)
- $60,215,144
- Employer contributions
- $2,689,593
- Participant contributions
- $5,560,158
- Total income / additions
- $18,125,891
- Benefits paid
- $3,360,518
- Administrative expenses
- $198,244
- Total expenses
- $3,558,762
- Net increase / (decrease)
- $14,567,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $148,004 | $0 |
| Two West Capital Advisors LLC | INVESTMENT ADVISOR | $50,170 | not reported in the loaded dataset |