How big is Excitech USA's plan?

Excitech USA's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250917170516NAL0001581890001

Excitech USA

Name: Excitech USA — Excitech USA Cash Balance Plan, Form 5500 (2024)
Creator: Excitech USA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excitech USA Cash Balance Plan

Defined-benefit pension plan · Excitech USA's Excitech USA Cash Balance Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Roy Valentine signed Excitech USA's 2024 Form 5500 as plan administrator.

Roy Valentine — 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

Excitech USA's EIN is 46-3699743.

EIN 46-3699743

Plan number 002

Plan year 2024

ACK ID 20250917170516NAL0001581890001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excitech USA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excitech USA'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 EXCITECH USA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

EXCITECH USA

EIN

all filings

Address

18 ERITA LANE · SMITHTOWN, NY · 11787

Phone

(631) 375-4603

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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