2023 Form 5500 filing — Excel Group 401(K) Savings 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 20241008174238NAL0034597602001) for Excel Group 401(K) Savings Plan, reported by Excel Contractors, LLC under EIN 72-0969587 and plan number 001. It reports 4,194 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)$49.4MReported net assets$49,409,595
Participants4.2K4,194
Provider compensation$196.4K2 Schedule C row(s)$196,381
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008174238NAL0034597602001
Plan sponsor
Excel Contractors, LLC
EIN
72-0969587
Plan number
001
Location
Baton Rouge, LA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$49.4M total assets
Net assets$49.4MLiabilities$0
Money in vs. money out
Total income / additions$12.9M
Total expenses$9.3M
Benefits paid / distributions$8.6M
Contributions
Employer$925.9K
Participant$3.7M
Full reported line items
Total assets (EOY)
$49,409,595
Total liabilities (EOY)
$0
Net assets (EOY)
$49,409,595
Employer contributions
$925,914
Participant contributions
$3,723,854
Total income / additions
$12,857,398
Benefits paid
$8,598,315
Administrative expenses
$122,792
Total expenses
$9,271,152
Net increase / (decrease)
$3,586,246
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $122.8K · Indirect $0
  2. 2
    SERVICE PROVIDER · Direct $0 · Indirect $73.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008174238NAL0034597602001 cover?
It is the 2023 Form 5500 filing for Excel Group 401(K) Savings Plan, reported by Excel Contractors, LLC (EIN 72-0969587).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages