Plan Snapshot
- Plan Sponsor: Excel Machinery, Ltd.
- Sponsor EIN: 752682704
- Sponsor Address: PO BOX 31118, AMARILLO, TX, 791201118
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 125 | $7.3M | $247,172 | $512,501 |
| 2023 | 110 | $6.8M | $228,837 | $458,480 |
| 2022 | 112 | $5.6M | $206,508 | $427,570 |