Plan5500

Exxel Pacific, Inc. Benefit Plan — Form 5500 plan (Exxel Pacific, 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, Exxel Pacific, Inc. Benefit Plan is a benefit plan reported by Exxel Pacific, Inc. under EIN 91-1443056 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $29,164,392 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exxel Pacific, Inc.
EIN
91-1443056
Plan number
001
Plan type
2
Location
Bellingham, WA
Latest filing year
2023
Participants
218
End-of-year plan assets
$29,164,392

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241010095213NAL0040346034001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,164,392
Total liabilities (EOY)
$0
Net assets (EOY)
$29,164,392
Net assets (BOY)
$22,570,520

Income & contributions

Employer contributions
$725,089
Participant contributions
$2,167,242
Total contributions
$3,017,021
Total income / additions
$7,510,960

Expenses & distributions

Benefits paid
$859,182
Administrative expenses
$57,906
Total expenses
$917,088
Net increase / (decrease)
$6,593,872

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Da Davidson & CoINVESTMENT ADVISOR$44,818not reported in the loaded dataset2023
Cambridge Investment GroupINVESTMENT ADVISOR$11,250not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,838$02023

Related Form 5500 pages