Xcel Hr 401(k) Plan
Xcel Management, Inc., Rockville MD. Employer ID 271303855, plan number 002. Annual reports on file for 2014 to 2022.
Where the money went
Plans that moved money into this one:
- 2016: money from Employers Administrative Services of Indiana Retirement Plan moved in.
- 2017: money from Insperity 401k Plan moved in.
- 2017: money from Oasis Retirement Savings Plan moved in.
- 2020: money from Trinet 401(k) Plan moved in.
- Filed 2014-2022Xcel Hr 401(k) Plan, Xcel Management, Inc.
- 2023Plan renumbered or taken over by a new sponsor to Xcel Hr 401(k) Plan
- TodayXcel Hr 401(k) Plan still files. Slavic Integrated Administration keeps the records. That is where to ask.
Records are kept by Slavic Integrated Administration, per the 2025 filing.
Left in 2015? You may be owed employer money
- In plan year 2015, active participants fell from 2,583 to 1,919 (26%), and 270 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2016: Assets were transferred out, but no filing from the receiving plan matched.
- 2017: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2017: Assets were transferred out, but no filing from the receiving plan matched.
- 2019: Assets were transferred out, but no filing from the receiving plan matched.
- 2020: Assets were transferred out, but no filing from the receiving plan matched.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2014 | 2,861 | 269 | Filing |
| 2015 | 2,216 | 292 | Filing |
| 2016 | 2,307 | 358 | Filing |
| 2017 | 1,740 | 376 | Filing |
| 2018 | 2,213 | 417 | Filing |
| 2019 | 2,508 | 644 | Filing |
| 2020 | 2,333 | 662 | Filing |
| 2021 | 2,463 | 769 | Filing |
| 2022 | 3,002 | 943 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.