2023 Form 5500 filing — Exxel Pacific, Inc. Benefit 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 20241010095213NAL0040346034001) for Exxel Pacific, Inc. Benefit Plan, reported by Exxel Pacific, Inc. under EIN 91-1443056 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010095213NAL0040346034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exxel Pacific, Inc.
- EIN
- 91-1443056
- Plan number
- 001
- Location
- Bellingham, WA
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,164,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,164,392
- Employer contributions
- $725,089
- Participant contributions
- $2,167,242
- Total income / additions
- $7,510,960
- Benefits paid
- $859,182
- Administrative expenses
- $57,906
- Total expenses
- $917,088
- Net increase / (decrease)
- $6,593,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $44,818 | not reported in the loaded dataset |
| Cambridge Investment Group | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,838 | $0 |