2023 Form 5500 filing — Excelsior Integrated Management Corp. 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 20241008105842NAL0017433553001) for Excelsior Integrated Management Corp. 401(K) Plan, reported by Excelsior Integrated Management Corp. under EIN 46-3320327 and plan number 001. It reports 355 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)$0Reported net assets
Participants355
Provider compensation$29.8K1 Schedule C row(s)$29,843
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008105842NAL0017433553001
- Plan sponsor
- Excelsior Integrated Management Corp.
- EIN
- 46-3320327
- Plan number
- 001
- Location
- New York, NY
- 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.
Full reported line items
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $528,978
- Benefits paid
- $6,934,012
- Administrative expenses
- $26,007
- Total expenses
- $6,960,019
- Net increase / (decrease)
- -$6,431,041
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Life Insurance Company | RECORD-KEEPER | $26,007 | $3,836 |