2023 Form 5500 filing — Excel Services 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 20241014103340NAL0025931777001) for Excel Services 401(K) Plan, reported by Excel Services, Inc. under EIN 20-4339280 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103340NAL0025931777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excel Services, Inc.
- EIN
- 20-4339280
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,247,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,247,990
- Employer contributions
- $280,208
- Participant contributions
- $530,682
- Total income / additions
- $1,503,361
- Benefits paid
- $296,899
- Administrative expenses
- $19,588
- Total expenses
- $316,487
- Net increase / (decrease)
- $1,186,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $6,187 | $0 |
| Trinity Pension Consultants | CONTRACT ADMIN | $2,346 | not reported in the loaded dataset |
| Envestnet Retirement Solutions | OTHER | $624 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $550 | $0 |
| Wilshire Associates Inc, | RIA | $0 | $246 |
| Empower Advisory Group | INVESTMENT MGMT | $32 | not reported in the loaded dataset |