Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

403(B) THRIFT PLAN OF EXCELTH, INCORPORATED

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EXCELTH, INCORPORATED

This Profit Sharing plan holds $2M in total assets and serves 117 participants as of 2023. It is sponsored by EXCELTH, INCORPORATED in Louisiana. The plan reported positive net income of $537K for the year.

Total Assets (2023)
$2M
Participants
117
State
Industry
Other Services

What the Filing Says About 403(B) THRIFT PLAN OF EXCELTH, INCORPORATED

403(B) THRIFT PLAN OF EXCELTH, INCORPORATED is a Profit Sharing retirement plan sponsored by EXCELTH, INCORPORATED, headquartered in Louisiana. As of the 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 117 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 721193463, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $2M at year-end — a gain of 30.9%. Net assets (after liabilities) closed the year at $2M, with reported net income of $537K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$537K
Plan TypeProfit Sharing
Employer EIN721193463
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EXCELTH, INCORPORATED)

Year Plans Participants Total Assets
2022 1 106 N/A
2023 1 117 $2M
2024 1 109 $3M

Nearby Profit Sharing Plans in Louisiana

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Frequently Asked Questions

How much money is in the 403(B) THRIFT PLAN OF EXCELTH, INCORPORATED?
As of the 2023 Form 5500 filing, 403(B) THRIFT PLAN OF EXCELTH, INCORPORATED holds $2M in total assets with 117 participants. It is sponsored by EXCELTH, INCORPORATED.
What type of plan is 403(B) THRIFT PLAN OF EXCELTH, INCORPORATED?
403(B) THRIFT PLAN OF EXCELTH, INCORPORATED is a Profit Sharing plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 721193463.
Who sponsors the 403(B) THRIFT PLAN OF EXCELTH, INCORPORATED?
403(B) THRIFT PLAN OF EXCELTH, INCORPORATED is sponsored by EXCELTH, INCORPORATED, located in Louisiana. The sponsor's EIN is 721193463 and the plan operates in the Other Services industry.
How did 403(B) THRIFT PLAN OF EXCELTH, INCORPORATED perform in 2023?
403(B) THRIFT PLAN OF EXCELTH, INCORPORATED grew by 30.9% during 2023, moving from $2M to $2M in total assets. Net income was $537K.
Where can I find official filings for 403(B) THRIFT PLAN OF EXCELTH, INCORPORATED?
Official Form 5500 filings for 403(B) THRIFT PLAN OF EXCELTH, INCORPORATED are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 721193463 or plan name at efast.dol.gov.
How does 403(B) THRIFT PLAN OF EXCELTH, INCORPORATED compare to other plans?
You can compare 403(B) THRIFT PLAN OF EXCELTH, INCORPORATED against other Profit Sharing plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 721193463.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.