· 2022–2024 · DOL EFAST2

EXALT SAMPLES, LLC — EXALT SAMPLES, LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20260128094945NAL0005082704001

EXALT SAMPLES, LLC

Form 5500-SF

FILING_RECEIVED

EXALT SAMPLES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 2.4 moHigh average account balance

Active participants

16

Accounts w/ balance

6

Plan assets (EOY)

$912K

Net assets (EOY)

$912K

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

90

Total plan cost

n/a

Plan health

64

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXALT SAMPLES, LLC.

Plan sponsor

Name

EXALT SAMPLES, LLC

EIN

36-4899705all filings

Address

1875 MONETARY LN · CARROLLTON, TX · 750067012

Phone

(972) 245-3868

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2026-01-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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