Xl Industries 401(K) Plan — Form 5500 plan (Xl Industries)
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, Xl Industries 401(K) Plan is a benefit plan reported by Xl Industries under EIN 84-4394062 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $57,160,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xl Industries
- EIN
- 84-4394062
- Plan number
- 001
- Plan type
- 2
- Location
- Milpitas, CA
- Latest filing year
- 2023
- Participants
- 448
- End-of-year plan assets
- $57,160,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20241015132710NAL0029784385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,160,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,160,518
- Net assets (BOY)
- $49,113,867
Income & contributions
- Employer contributions
- $1,584,655
- Participant contributions
- $4,305,374
- Total contributions
- $6,687,899
- Total income / additions
- $15,396,463
Expenses & distributions
- Benefits paid
- $7,246,596
- Administrative expenses
- $103,216
- Total expenses
- $7,349,812
- Net increase / (decrease)
- $8,046,651
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $40,482 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $21,734 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $21,000 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xl Industries
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Milpitas, CA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation