Excelin Home Health, LLC 401(K) Plan & Trust — Form 5500 plan (Excelin Home Health, 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, Excelin Home Health, LLC 401(K) Plan & Trust is a benefit plan reported by Excelin Home Health, LLC under EIN 82-2584489 and plan number 001. The latest loaded filing year is 2023. The filing reports 856 participants and $7,633,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Excelin Home Health, LLC
EIN
82-2584489
Plan number
001
Plan type
2
Location
Hallettsville, TX
Latest filing year
2023
Participants
856
End-of-year plan assets
$7,633,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023856H, C20240906135412NAL0000625651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,633,967
Total liabilities (EOY)
$0
Net assets (EOY)
$7,633,967
Net assets (BOY)
$5,618,319

Income & contributions

Employer contributions
$497,461
Participant contributions
$1,157,937
Total contributions
$1,806,408
Total income / additions
$2,797,347

Expenses & distributions

Benefits paid
$898,901
Administrative expenses
$54,928
Total expenses
$953,829
Net increase / (decrease)
$1,843,518

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$54,928$02023
Hauser Retirement Solutions 2 LLCINVESTMENT ADVISORY$0$29,6492023

Related Form 5500 pages