Excella, Inc. 401(K) Plan — Form 5500 plan (Excella, 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, Excella, Inc. 401(K) Plan is a benefit plan reported by Excella, Inc. under EIN 54-2062249 and plan number 001. The latest loaded filing year is 2023. The filing reports 425 participants and $36,269,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Excella, Inc.
EIN
54-2062249
Plan number
001
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
425
End-of-year plan assets
$36,269,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023425H, C20240924121151NAL0017466112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,269,119
Total liabilities (EOY)
$27
Net assets (EOY)
$36,269,092
Net assets (BOY)
$27,476,369

Income & contributions

Employer contributions
$1,131,810
Participant contributions
$3,740,702
Total contributions
$5,895,385
Total income / additions
$11,722,742

Expenses & distributions

Benefits paid
$2,809,674
Administrative expenses
$118,691
Total expenses
$2,930,019
Net increase / (decrease)
$8,792,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Capital Group Inv AdvisoryADVISOR$74,184not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$29,641$02023
Sc&H Attest ServicesACCOUNTANT/AUDITOR$14,725not reported in the loaded dataset2023

Related Form 5500 pages