How big is Excepsure General Insurance Services' plan?

Excepsure General Insurance Services' plan reported $326K in assets and 12 participants for 2024.

Original filing (PDF)20250717155807NAL0001056658001

Excepsure General Insurance Services

Name: Excepsure General Insurance Services — Excepsure, Form 5500 (2024)
Creator: Excepsure General Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excepsure General Insurance Services 401(k) Plan

401(k) retirement plan · Excepsure General Insurance Services' Excepsure General Insurance Services 401(k) Plan held $326K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$326K

Net assets (EOY)

$326K

People on this filing

Marcus Bowie signed Excepsure General Insurance Services' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Excepsure General Insurance Services' EIN is 87-2383923.

EIN 87-2383923

Plan number 001

Plan year 2024

ACK ID 20250717155807NAL0001056658001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excepsure General Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excepsure General Insurance Services' 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 EXCEPSURE GENERAL INSURANCE SERVICES.

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