Exo-S Us, LLC 401(K) Plan — Form 5500 plan (Exo-S Us, LLC)

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, Exo-S Us, LLC 401(K) Plan is a benefit plan reported by Exo-S Us, LLC under EIN 20-2683580 and plan number 002. The latest loaded filing year is 2023. The filing reports 423 participants and $7,903,153 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exo-S Us, LLC
EIN
20-2683580
Plan number
002
Plan type
2
Location
Howe, IN
Latest filing year
2023
Participants
423
End-of-year plan assets
$7,903,153

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023423H, C20240813110417NAL0018197840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,903,153
Net assets (EOY)
$7,903,153
Net assets (BOY)
$6,705,743

Income & contributions

Employer contributions
$251,663
Participant contributions
$512,738
Total contributions
$764,401
Total income / additions
$1,962,742

Expenses & distributions

Benefits paid
$729,008
Administrative expenses
$36,324
Total expenses
$765,332
Net increase / (decrease)
$1,197,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan Invest Holdings LLCRECORDKEEPER$21,149$02023
Mma Securities LLCINVESTMENT ADVISOR$7,669$02023
Lpl Financial LLCINVESTMENT ADVISOR$7,038$02023
OtherOTHER-$14,675$02023

Related Form 5500 pages