2023 Form 5500 filing — Excelitas Technologies 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 20241011083839NAL0021536673001) for Excelitas Technologies Savings Plan, reported by Excelitas Technologies under EIN 61-1624649 and plan number 001. It reports 1,529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083839NAL0021536673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excelitas Technologies
- EIN
- 61-1624649
- Plan number
- 001
- Location
- Billerica, MA
- Participants
- 1,529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,358,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,358,383
- Employer contributions
- $4,255,071
- Participant contributions
- $7,889,749
- Total income / additions
- $34,430,856
- Benefits paid
- $10,778,643
- Administrative expenses
- $183,050
- Total expenses
- $10,961,693
- Net increase / (decrease)
- $23,469,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR | $90,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $55,150 | $0 |
| Coastal Capital Group | ADVISOR | $30,000 | not reported in the loaded dataset |
| G.T. Reilly & Co. | ACCOUNTANT/AUDITOR | $7,900 | not reported in the loaded dataset |