Excelth, Incorporated 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Excelth, Incorporated
  • Sponsor EIN: 721193463
  • Sponsor Address: 1515 POYDRAS ST STE 1070, NEW ORLEANS, LA, 701124520
  • Plan Type: 403(b)
  • Total Participants: 104
  • Total Assets: $2.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024104$2.8M$188,340$193,438
2023109$2.3M$194,694$211,334
2022117$1.7M$172,005$170,595

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