401k Plan data: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN plan

EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number	001

EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EXCEL MACHINERY, LTD. has sponsored the creation of one or more 401k plans.

Company Name: EXCEL MACHINERY, LTD.

Employer identification number (EIN): 752682704

NAIC Classification: 333100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 RANDALL LUNSFORD
001 2017-01-01 RANDALL LUNSFORD
001 2016-01-01 RANDALL LUNSFORD
001 2015-01-01 RANDALL LUNSFORD
001 2014-01-01 RANDALL LUNSFORD
001 2013-01-01 RANDALL LUNSFORD
001 2012-01-01 RANDALL LUNSFORD RANDALL LUNSFORD 2013-07-22
001 2011-01-01 RANDALL LUNSFORD 2012-02-14 RANDALL LUNSFORD 2012-02-14
001 2010-01-01 RANDALL LUNSFORD 2011-02-03 RANDALL LUNSFORD 2011-02-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	RANDALL LUNSFORD
001	2017-01-01	RANDALL LUNSFORD
001	2016-01-01	RANDALL LUNSFORD
001	2015-01-01	RANDALL LUNSFORD
001	2014-01-01	RANDALL LUNSFORD
001	2013-01-01	RANDALL LUNSFORD
001	2012-01-01	RANDALL LUNSFORD		RANDALL LUNSFORD	2013-07-22
001	2011-01-01	RANDALL LUNSFORD	2012-02-14	RANDALL LUNSFORD	2012-02-14
001	2010-01-01	RANDALL LUNSFORD	2011-02-03	RANDALL LUNSFORD	2011-02-03

Plan Statistics for EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 112
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 130
Number of participants with account balances 2022-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 94
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 109
Number of participants with account balances 2021-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 95
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 107
Number of participants with account balances 2020-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 104
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 116
Number of participants with account balances 2019-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 86
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 97
Number of participants with account balances 2018-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 85
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 97
Number of participants with account balances 2017-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 87
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 96
Number of participants with account balances 2016-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 88
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 98
Number of participants with account balances 2015-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 83
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 90
Number of participants with account balances 2014-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 89
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 97
Number of participants with account balances 2013-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 86
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 101
Number of participants with account balances 2012-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	112
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	130
Number of participants with account balances	2022-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	94
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	109
Number of participants with account balances	2021-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	95
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	107
Number of participants with account balances	2020-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	104
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	116
Number of participants with account balances	2019-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	86
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	97
Number of participants with account balances	2018-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	85
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	97
Number of participants with account balances	2017-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	87
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	96
Number of participants with account balances	2016-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	88
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	98
Number of participants with account balances	2015-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	83
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	90
Number of participants with account balances	2014-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	89
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	97
Number of participants with account balances	2013-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	86
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	101
Number of participants with account balances	2012-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-356,651
Expenses. Total of all expenses incurred	2022-12-31	$315,110
Benefits paid (including direct rollovers)	2022-12-31	$272,095
Total plan assets at end of year	2022-12-31	$5,557,541
Total plan assets at beginning of year	2022-12-31	$6,229,302
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$427,570
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-990,729
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-671,761
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,557,541
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,229,302
Assets. Value of participant loans	2022-12-31	$249,750
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$206,508
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$2,119
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$40,896
2021 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,342,850
Expenses. Total of all expenses incurred	2021-12-31	$528,210
Benefits paid (including direct rollovers)	2021-12-31	$486,498
Total plan assets at end of year	2021-12-31	$6,229,302
Total plan assets at beginning of year	2021-12-31	$5,414,662
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$376,531
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$783,423
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$814,640
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,229,302
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,414,662
Assets. Value of participant loans	2021-12-31	$200,035
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$182,896
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$41,712
2020 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,209,142
Expenses. Total of all expenses incurred	2020-12-31	$1,063,883
Benefits paid (including direct rollovers)	2020-12-31	$1,021,767
Total plan assets at end of year	2020-12-31	$5,414,662
Total plan assets at beginning of year	2020-12-31	$5,269,403
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$346,781
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$736,239
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$145,259
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,414,662
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,269,403
Assets. Value of participant loans	2020-12-31	$221,714
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$126,122
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$2,981
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$39,135
2019 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,323,577
Expenses. Total of all expenses incurred	2019-12-31	$120,938
Benefits paid (including direct rollovers)	2019-12-31	$61,684
Total plan assets at end of year	2019-12-31	$5,269,403
Total plan assets at beginning of year	2019-12-31	$4,066,764
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$300,074
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$56,297
Other income received	2019-12-31	$853,813
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,202,639
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,269,403
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,066,764
Assets. Value of participant loans	2019-12-31	$232,776
Total contributions received or receivable from employer(s)	2019-12-31	$113,393
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$24,789
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$34,465
2018 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$217,735
Expenses. Total of all expenses incurred	2018-12-31	$931,362
Benefits paid (including direct rollovers)	2018-12-31	$895,200
Total plan assets at end of year	2018-12-31	$4,066,764
Total plan assets at beginning of year	2018-12-31	$4,780,391
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$252,077
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-124,742
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-713,627
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,066,764
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,780,391
Assets. Value of participant loans	2018-12-31	$229,027
Total contributions received or receivable from employer(s)	2018-12-31	$90,400
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$36,162
2017 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$979,603
Expenses. Total of all expenses incurred	2017-12-31	$225,693
Benefits paid (including direct rollovers)	2017-12-31	$170,688
Total plan assets at end of year	2017-12-31	$4,780,391
Total plan assets at beginning of year	2017-12-31	$4,026,481
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$222,095
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$676,183
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$753,910
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,780,391
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,026,481
Assets. Value of participant loans	2017-12-31	$201,464
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$81,325
Value of certain deemed distributions of participant loans	2017-12-31	$23,713
Value of corrective distributions	2017-12-31	$2,081
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$29,211
2016 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$513,942
Expenses. Total of all expenses incurred	2016-12-31	$999,259
Benefits paid (including direct rollovers)	2016-12-31	$961,824
Total plan assets at end of year	2016-12-31	$4,026,481
Total plan assets at beginning of year	2016-12-31	$4,511,798
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$182,133
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$255,837
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-485,317
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,026,481
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,511,798
Assets. Value of participant loans	2016-12-31	$245,984
Total contributions received or receivable from employer(s)	2016-12-31	$75,972
Value of certain deemed distributions of participant loans	2016-12-31	$1,636
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$35,799
2015 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$291,631
Expenses. Total of all expenses incurred	2015-12-31	$111,968
Benefits paid (including direct rollovers)	2015-12-31	$81,510
Total plan assets at end of year	2015-12-31	$4,511,798
Total plan assets at beginning of year	2015-12-31	$4,332,135
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$172,977
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$791
Other income received	2015-12-31	$39,967
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$179,663
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,511,798
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,332,135
Assets. Value of participant loans	2015-12-31	$309,251
Total contributions received or receivable from employer(s)	2015-12-31	$77,896
Value of certain deemed distributions of participant loans	2015-12-31	$15
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$30,443
2014 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$441,223
Expenses. Total of all expenses incurred	2014-12-31	$234,733
Benefits paid (including direct rollovers)	2014-12-31	$204,216
Total plan assets at end of year	2014-12-31	$4,332,135
Total plan assets at beginning of year	2014-12-31	$4,125,645
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$161,661
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$202,020
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$206,490
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,332,135
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,125,645
Assets. Value of participant loans	2014-12-31	$259,920
Total contributions received or receivable from employer(s)	2014-12-31	$77,542
Value of certain deemed distributions of participant loans	2014-12-31	$19
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$30,498
2013 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$753,647
Expenses. Total of all expenses incurred	2013-12-31	$124,731
Benefits paid (including direct rollovers)	2013-12-31	$97,668
Total plan assets at end of year	2013-12-31	$4,125,645
Total plan assets at beginning of year	2013-12-31	$3,496,729
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$181,546
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$490,437
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$628,916
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,125,645
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,496,729
Assets. Value of participant loans	2013-12-31	$198,922
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$81,664
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$27,063
2012 : EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$593,473
Expenses. Total of all expenses incurred	2012-12-31	$106,837
Benefits paid (including direct rollovers)	2012-12-31	$86,087
Total plan assets at end of year	2012-12-31	$3,496,729
Total plan assets at beginning of year	2012-12-31	$3,010,093
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$156,923
Contributions received from other sources (not participants or employers)	2012-12-31	$1,026
Other income received	2012-12-31	$366,917
Net income (gross income less expenses)	2012-12-31	$486,636
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,496,729
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,010,093
Assets. Value of participant loans	2012-12-31	$202,302
Total contributions received or receivable from employer(s)	2012-12-31	$68,607
Value of certain deemed distributions of participant loans	2012-12-31	$1,923
Value of corrective distributions	2012-12-31	$6,332
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,495
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN

2022: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

61547

Policy instance

Insurance contract or identification number	61547
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-10-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,713
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	3353
Insurance broker name	ACTUARIES & ASSOCIATES

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EXCEL MACHINERY, LTD.
Employer identification number (EIN):	752682704
NAIC Classification:	333100