How big is Xceltronics, Inc.'s plan?

Xceltronics, Inc.'s plan reported $473K in assets and 13 participants for 2023.

Original filing (PDF)20240916163309NAL0001768769001

Xceltronics, Inc.

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

Form 5500-SF

FILING_RECEIVED

Xceltronics 401(k) Plan

401(k) retirement plan · Xceltronics, Inc.'s Xceltronics 401(k) Plan held $473K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

People on this filing

Lorena Berry signed Xceltronics, Inc.'s 2023 Form 5500 as plan administrator.

Lorena Berry — 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

Xceltronics, Inc.'s EIN is 87-1699766.

EIN 87-1699766

Plan number 001

Plan year 2023

ACK ID 20240916163309NAL0001768769001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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