How big is Excell Research, Inc.'s plan?

Excell Research, Inc.'s plan reported $4.8M in assets and 12 participants for 2023.

Original filing (PDF)20250722172150NAL0003108465001

Excell Research, Inc.

Name: Excell Research, Inc. — Excell Research, Inc. Cash, Form 5500 (2023)
Creator: Excell Research, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excell Research, Inc. Cash Balance Pension Plan

Defined-benefit pension plan · Excell Research, Inc.'s Excell Research, Inc. Cash Balance Pension Plan held $4.8M in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Sherry Soefje signed Excell Research, Inc.'s 2023 Form 5500 as plan administrator.

Sherry Soefje — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Excell Research, Inc.'s EIN is 20-1485271.

EIN 20-1485271

Plan number 002

Plan year 2023

ACK ID 20250722172150NAL0003108465001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Excell Research, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Excell Research, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCELL RESEARCH, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score