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EXOS 401(K) PLAN 401k Plan overview

Plan NameEXOS 401(K) PLAN
Plan identification number 001

EXOS 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EXOS TECHNOLOGY FINANCIAL PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:EXOS TECHNOLOGY FINANCIAL PARTNERS
Employer identification number (EIN):821043318

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXOS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HAITHAM KHAN2024-10-09
0012022-01-01BRITTANY LYONS2023-10-16
0012021-01-01BRITTANY LYONS2023-10-16
0012020-01-01ALLISON LISKH2021-10-15
0012019-01-01ALLISON LISKH2020-09-03

Financial Data on EXOS 401(K) PLAN

Measure Date Value
2025 : EXOS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-151101645
Net assets as of the end of the plan year2025-10-152911116
Total assets as of the beginning of the plan year2025-10-153417738
Value of plan covered by a fidelity bond2025-10-15600000
Participant contributions to plan in this plan year2025-10-15149591
Value of participant loans at end of plan year2025-10-1536158
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15445432
Plan net income in this plan year2025-10-15-506622
Net assets as of the end of the plan year2025-10-152911116
Net assets as of the beginning of the plan year2025-10-153417738
Employer contributions to plan in this plan year2025-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1528072
2024 : EXOS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-091412128
Net assets as of the end of the plan year2024-10-093417738
Total assets as of the beginning of the plan year2024-10-093325069
Participant contributions to plan in this plan year2024-10-09562126
Value of participant loans at end of plan year2024-10-0915916
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-09385505
Other income to plan in this plan year2024-10-09557166
Plan net income in this plan year2024-10-0992669
Net assets as of the end of the plan year2024-10-093417738
Net assets as of the beginning of the plan year2024-10-093325069
Employer contributions to plan in this plan year2024-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0928845
2023 : EXOS 401(K) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-10-160
Total liabilities as of the end of the plan year2023-10-160
Total liabilities as of the beginning of the plan year2023-10-160
Total expenses incurred by plan in this plan year2023-10-16272426
Net assets as of the end of the plan year2023-10-163597811
Total assets as of the beginning of the plan year2023-10-162475799
Participant contributions to plan in this plan year2023-10-16670160
Value of participant loans at end of plan year2023-10-1660744
Other expenses paid from plan in this plan year2023-10-160
Other contributions to plan in this plan year2023-10-16333187
Other income to plan in this plan year2023-10-16391091
Plan net income in this plan year2023-10-161122012
Net assets as of the end of the plan year2023-10-163597811
Net assets as of the beginning of the plan year2023-10-162475799
Employer contributions to plan in this plan year2023-10-160
Expensese paid to adminstrative service provicers from plan in this plan year2023-10-166297

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