Original filing (PDF)20251008092122NAL0005616145001

EXCALIBUR ELECTRIC, INC.

Name: EXCALIBUR ELECTRIC, INC. — EXCALIBUR ELECTRIC, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EXCALIBUR ELECTRIC, INC.

Form 5500-SF

FILING_RECEIVED

EXCALIBUR ELECTRIC, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$310K

Net assets (EOY)

$310K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

EXCALIBUR ELECTRIC, INC.

EIN

27-0497592

Address

335 KNICKERBOCKER AVENUE · BOHEMIA, NY · 11716

Phone

(631) 218-2564

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

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

Related plans

Similar-size Electrical Contractors plans

VISION ELECTRIC LLC

VISION ELECTRIC LLC 401(K) PROFIT SHARING PLAN & TRUST

$310K · 7 participants

APPLIED PRECISION DESIGN LLC

APPLIED PRECISION DESIGN LLC 401K PLAN

$310K · 5 participants

POLYTECH SERVICES OF FLORIDA, INC.

POLYTECH SERVICES OF FLORIDA, INC. 401(K) PLAN

$310K · 1 participants

EXPERT TECH SERVICE, INC.

EXPERT TECH SERVICES, INC. CASH BALANCE PLAN

$310K · 18 participants

OAK ELECTRIC, INC.

OAK ELECTRIC, INC. 401(K) SAVINGS PLAN