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EXCELL RESEARCH, INC. — EXCELL RESEARCH, INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250326142245NAL0015951617001
EXCELL RESEARCH, INC.
Form 5500-SF
FILING_RECEIVED
EXCELL RESEARCH, INC. PROFIT SHARING 401(K) PLAN
Defined-contribution retirement plan
Active participants
15
Accounts w/ balance
18
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EXCELL RESEARCH, INC.
.
Find decision makers
Plan sponsor
Name
EXCELL RESEARCH, INC.
EIN
20-1485271
Address
3998 VISTA WAY, SUITE 100 · OCEANSIDE, CA · 920564500
Phone
(760) 758-2222
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-03-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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