Xaloy 401k Plan — Form 5500 plan (Xaloy LLC)

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, Xaloy 401k Plan is a benefit plan reported by Xaloy LLC under EIN 81-4251752 and plan number 001. The latest loaded filing year is 2023. The filing reports 340 participants and $19,085,749 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.1MPlan net assets, end of year$19,085,749
Participants340Covered participants reported
Assets / participant$56.1KComputed: assets ÷ participants$56,135 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Xaloy LLC
EIN
81-4251752
Plan number
001
Plan type
2
Location
Austintown, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023340H, C20241004140603NAL0020543824007
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$19.1M total assets
Net assets$19.1MLiabilities
Money in vs. money out
Total income / additions$5.1M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$835.9K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$19,085,749
Net assets (EOY)
$19,085,749
Net assets (BOY)
$15,315,750

Income & contributions

Employer contributions
$835,883
Participant contributions
$1,516,776
Total contributions
$2,363,907
Total income / additions
$5,108,865

Expenses & distributions

Benefits paid
$1,300,949
Administrative expenses
$37,917
Total expenses
$1,338,866
Net increase / (decrease)
$3,769,999
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab & Co., IncNONE$0$02023

Related Form 5500 pages