Plan5500

Med Excel Usa, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Med Excel Usa, Inc.)

Plain-English plan 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, Med Excel Usa, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Med Excel Usa, Inc. under EIN 06-1324681 and plan number 001. The latest loaded filing year is 2023. The filing reports 486 participants and $11,116,873 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Med Excel Usa, Inc.
EIN
06-1324681
Plan number
001
Plan type
2
Location
New Windsor, NY
Latest filing year
2023
Participants
486
End-of-year plan assets
$11,116,873

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023486H, C20241015125126NAL0028481185002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,116,873
Total liabilities (EOY)
$0
Net assets (EOY)
$11,116,873
Net assets (BOY)
$9,664,813

Income & contributions

Employer contributions
$0
Participant contributions
$573,106
Total contributions
$1,053,804
Total income / additions
$2,895,441

Expenses & distributions

Benefits paid
$1,402,484
Administrative expenses
$40,897
Total expenses
$1,443,381
Net increase / (decrease)
$1,452,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cadaret GrantBROKER/DEALERnot reported in the loaded dataset$25,5402023
AscensusTPAnot reported in the loaded dataset$19,3242023

Related Form 5500 pages