Excel Services 401(K) Plan — Form 5500 plan (Excel Services, 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, Excel Services 401(K) Plan is a benefit plan reported by Excel Services, Inc. under EIN 20-4339280 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $4,247,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excel Services, Inc.
- EIN
- 20-4339280
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $4,247,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241014103340NAL0025931777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,247,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,247,990
- Net assets (BOY)
- $3,061,116
Income & contributions
- Employer contributions
- $280,208
- Participant contributions
- $530,682
- Total contributions
- $981,783
- Total income / additions
- $1,503,361
Expenses & distributions
- Benefits paid
- $296,899
- Administrative expenses
- $19,588
- Total expenses
- $316,487
- Net increase / (decrease)
- $1,186,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $6,187 | $0 | 2023 |
| Trinity Pension Consultants | CONTRACT ADMIN | $2,346 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions | OTHER | $624 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $550 | $0 | 2023 |
| Wilshire Associates Inc, | RIA | $0 | $246 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $32 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Excel Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Empower Annuity Insurance Company — Schedule C compensation
- Trinity Pension Consultants — Schedule C compensation
- Envestnet Retirement Solutions — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc, — Schedule C compensation
- Empower Advisory Group — Schedule C compensation