Excel Personnel, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Excel Personnel, Inc. 401(K) P/S)
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 Personnel, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Excel Personnel, Inc. 401(K) P/S under EIN 33-0383131 and plan number 003. The latest loaded filing year is 2023. The filing reports 6 participants and $2,399,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excel Personnel, Inc. 401(K) P/S
- EIN
- 33-0383131
- Plan number
- 003
- Plan type
- 2
- Location
- Parker, CO
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $2,399,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240926121200NAL0001137824001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,399,966
- Total liabilities (EOY)
- $31,403
- Net assets (EOY)
- $2,368,563
- Net assets (BOY)
- $2,135,162
Income & contributions
- Employer contributions
- $4,465
- Participant contributions
- $6,795
- Total income / additions
- $287,517
Expenses & distributions
- Benefits paid
- $31,403
- Administrative expenses
- $3
- Total expenses
- $54,116
- Net increase / (decrease)
- $233,401
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.