2023 Form 5500 filing — Xcaliber International Retirement 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 20241014162643NAL0026709953001) for Xcaliber International Retirement Savings Plan, reported by Xcaliber International, Ltd., L.L.C. under EIN 73-1613028 and plan number 001. It reports 278 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)$14.7MReported net assets$14,743,488
Participants278
Provider compensation$46.4K1 Schedule C row(s)$46,375
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014162643NAL0026709953001
Plan sponsor
Xcaliber International, Ltd., L.L.C.
EIN
73-1613028
Plan number
001
Location
Pryor, OK
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.

Reported balance (end of year)$14.7M total assets
Net assets$14.7MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$346.1K
Benefits paid / distributions$302.1K
Contributions
Employer$955.4K
Participant$772.6K
Full reported line items
Total assets (EOY)
$14,743,488
Total liabilities (EOY)
$0
Net assets (EOY)
$14,743,488
Employer contributions
$955,375
Participant contributions
$772,557
Total income / additions
$3,604,167
Benefits paid
$302,140
Administrative expenses
$43,975
Total expenses
$346,115
Net increase / (decrease)
$3,258,052

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bokf, NaTRUSTEE$46,375$0

Related Form 5500 pages