Excelsior Wellness 403(B) Plan — Form 5500 plan (Excelsior Wellness)
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, Excelsior Wellness 403(B) Plan is a benefit plan reported by Excelsior Wellness under EIN 91-1189908 and plan number 002. The latest loaded filing year is 2023. The filing reports 269 participants and $3,838,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excelsior Wellness
- EIN
- 91-1189908
- Plan number
- 002
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $3,838,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20241015151633NAL0016725347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,838,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,838,978
- Net assets (BOY)
- $3,010,274
Income & contributions
- Employer contributions
- $225,492
- Participant contributions
- $417,251
- Total contributions
- $648,873
- Total income / additions
- $1,201,367
Expenses & distributions
- Benefits paid
- $352,624
- Administrative expenses
- $7,565
- Total expenses
- $372,663
- Net increase / (decrease)
- $828,704
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Benefit Services, Inc. | CONTRACT ADMIN | $500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $188 | $0 | 2023 |