How big is Exceed Enterprises, Inc.'s plan?

Exceed Enterprises, Inc.'s plan reported $1.7M in assets and 84 participants for 2023.

Original filing (PDF)20250320170027NAL0011724160001

Exceed Enterprises, Inc.

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

Form 5500-SF

FILING_RECEIVED

Exceed Enterprises, Inc. Tax Sheltered Annuity Plan

403(b) retirement plan · Exceed Enterprises, Inc.'s Exceed Enterprises, Inc. Tax Sheltered Annuity Plan held $1.7M in plan assets for 84 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Exceed Enterprises, Inc.'s EIN is 23-7017274.

EIN 23-7017274

Plan number 001

Plan year 2023

ACK ID 20250320170027NAL0011724160001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Exceed Enterprises, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off