Excelsior Defense Inc Retirement Plan — Form 5500 plan (Excelsior Defense, 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, Excelsior Defense Inc Retirement Plan is a benefit plan reported by Excelsior Defense, Inc. under EIN 59-3541210 and plan number 002. The latest loaded filing year is 2023. The filing reports 418 participants and $1,803,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excelsior Defense, Inc.
- EIN
- 59-3541210
- Plan number
- 002
- Plan type
- 2
- Location
- St. Petersburg, FL
- Latest filing year
- 2023
- Participants
- 418
- End-of-year plan assets
- $1,803,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 418 | H, C | 20240716085911NAL0002310609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,803,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,803,372
- Net assets (BOY)
- $1,365,775
Income & contributions
- Employer contributions
- $946,994
- Participant contributions
- $21,375
- Total contributions
- $968,369
- Total income / additions
- $1,172,861
Expenses & distributions
- Benefits paid
- $695,250
- Administrative expenses
- $40,014
- Total expenses
- $735,264
- Net increase / (decrease)
- $437,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Solutions Specialists | CONTRACT ADMIN | $25,445 | $745 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,647 | $0 | 2023 |
| Ubs Financial Svcs Ins Agcy | INVESTMENT ADVISOR | $4,592 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTEMENT MGMT | $13 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Excelsior Defense, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in St. Petersburg, FL
- Retirement Solutions Specialists — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Svcs Ins Agcy — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation