How big is XBS, Inc.'s plan?

XBS, Inc.'s plan reported $435K in assets and 12 participants for 2023.

Original filing (PDF)20241015205818NAL0030905777005

XBS, Inc.

Name: XBS, Inc. — XBS, Inc. 401(k) Plan, Form 5500 (2023)
Creator: XBS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

XBS, Inc. 401(k) Plan

401(k) retirement plan · XBS, Inc.'s XBS, Inc. 401(k) Plan held $435K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$435K

Net assets (EOY)

$435K

People on this filing

JEFF Neely signed XBS, Inc.'s 2023 Form 5500 as plan administrator.

JEFF Neely — 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

XBS, Inc.'s EIN is 46-0501274.

EIN 46-0501274

Plan number 001

Plan year 2023

ACK ID 20241015205818NAL0030905777005

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

XBS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

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

Plan sponsor

Name

XBS, INC.

EIN

all filings

Address

2450 S.W. GRAPEVINE PKWY · STE 200 · GRAPEVINE, TX · 76051

Phone

(817) 328-7200

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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