Xactus LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Xactus 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, Xactus LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Xactus LLC under EIN 82-4454389 and plan number 001. The latest loaded filing year is 2023. The filing reports 591 participants and $18,295,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xactus LLC
- EIN
- 82-4454389
- Plan number
- 001
- Plan type
- 2
- Location
- Broomall, PA
- Latest filing year
- 2023
- Participants
- 591
- End-of-year plan assets
- $18,295,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 591 | H, C | 20241014071646NAL0026751393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,295,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,295,755
- Net assets (BOY)
- $15,550,256
Income & contributions
- Employer contributions
- $1
- Participant contributions
- $1,725,485
- Total contributions
- $1,814,769
- Total income / additions
- $3,974,726
Expenses & distributions
- Benefits paid
- $2,086,605
- Administrative expenses
- $83,077
- Total expenses
- $2,169,682
- Net increase / (decrease)
- $1,805,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $41,270 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | ADVISOR | $40,488 | not reported in the loaded dataset | 2023 |