2023 Form 5500 filing — Excel Machinery Employee Stock Ownership 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 20241004102520NAL0006601779001) for Excel Machinery Employee Stock Ownership Plan, reported by Excel Machinery Employee Stock Ownership Plan under EIN 86-0848813 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004102520NAL0006601779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excel Machinery Employee Stock Ownership Plan
- EIN
- 86-0848813
- Plan number
- 002
- Location
- Amarillio, TX
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,199,901
- Total liabilities (EOY)
- $562,500
- Net assets (EOY)
- $24,637,401
- Employer contributions
- $240,296
- Total income / additions
- -$529,247
- Benefits paid
- $656,933
- Administrative expenses
- $28,236
- Total expenses
- $712,535
- Net increase / (decrease)
- -$1,241,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Symmetry Partners | FINANCE/INVESTING | $28,236 | not reported in the loaded dataset |