Excelsior Integrated Management Corp. 401(K) Plan — Form 5500 plan (Excelsior Integrated Management Corp.)

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, Excelsior Integrated Management Corp. 401(K) Plan is a benefit plan reported by Excelsior Integrated Management Corp. under EIN 46-3320327 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Excelsior Integrated Management Corp.
EIN
46-3320327
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
355
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023355H, C20241008105842NAL0017433553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$6,431,041

Income & contributions

Total income / additions
$528,978

Expenses & distributions

Benefits paid
$6,934,012
Administrative expenses
$26,007
Total expenses
$6,960,019
Net increase / (decrease)
-$6,431,041

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life Insurance CompanyRECORD-KEEPER$26,007$3,8362023

Related Form 5500 pages