Xcel Hr 401(K) Plan — Form 5500 plan (Xmt Services, 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, Xcel Hr 401(K) Plan is a benefit plan reported by Xmt Services, Inc. under EIN 88-4345709 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,180 participants and $81,793,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xmt Services, Inc.
- EIN
- 88-4345709
- Plan number
- 002
- Plan type
- 3
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 3,180
- End-of-year plan assets
- $81,793,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,180 | H, C | 20241009120301NAL0031095984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,793,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,793,181
- Net assets (BOY)
- $74,125,856
Income & contributions
- Employer contributions
- $4,634,169
- Participant contributions
- $7,627,556
- Total contributions
- $13,028,316
- Total income / additions
- $25,277,581
Expenses & distributions
- Benefits paid
- $5,136,443
- Administrative expenses
- $494,398
- Total expenses
- $5,631,825
- Net increase / (decrease)
- $19,645,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $406,129 | not reported in the loaded dataset | 2023 |
| Xcel Management, Inc | PLAN ADMINISTRATOR | $34,572 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Corporation | INVESTMENT MGMT | $25,322 | not reported in the loaded dataset | 2023 |
| Coogan Re Inc. | SERVICE PROVIDER | $13,507 | not reported in the loaded dataset | 2023 |
| Templeton & Co. | AUDITOR | $11,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xmt Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Slavic Integrated Administration — Schedule C compensation
- Xcel Management, Inc — Schedule C compensation
- Slavic Mutual Fund Corporation — Schedule C compensation
- Coogan Re Inc. — Schedule C compensation
- Templeton & Co. — Schedule C compensation