Civic Intelligence

Excel Hvac Inc.

Plan context: The Excel Hvac Retirement Plan

EIN 04-3335202 • Lawrence, MA • 24 filings • 3 plans

61 Glenn StLawrence, MA 01843
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$920,646

2024 Contributions

$49,605

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$920,646$460,323$0200020132024YearValue
$920,646Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200020132024YearValue
3Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$920,646$0-
The Excel Hvac Retirement Plan-3$920,646$0-
202313$911,679$49,605$16,535iApproximate average salary by contribution assumption: employee only about $413,375 at 4% or $275,583 at 6%; with 50% employer match about $275,583 at 4% or $183,722 at 6%; with 100% employer match about $206,688 at 4% or $137,792 at 6%.
The Excel Hvac Retirement Plan-3$911,679$49,605$16,535iApproximate average salary by contribution assumption: employee only about $413,375 at 4% or $275,583 at 6%; with 50% employer match about $275,583 at 4% or $183,722 at 6%; with 100% employer match about $206,688 at 4% or $137,792 at 6%.
202213$854,862$0-
The Excel Hvac Retirement Plan-3$854,862$0-
202113$851,618$0-
The Excel Hvac Retirement Plan-3$851,618$0-
202013$848,340$0-
The Excel Hvac Retirement Plan-3$848,340$0-
201913$841,320$83,591$27,864iApproximate average salary by contribution assumption: employee only about $696,592 at 4% or $464,394 at 6%; with 50% employer match about $464,394 at 4% or $309,596 at 6%; with 100% employer match about $348,296 at 4% or $232,197 at 6%.
The Excel Hvac Retirement Plan-3$841,320$83,591$27,864iApproximate average salary by contribution assumption: employee only about $696,592 at 4% or $464,394 at 6%; with 50% employer match about $464,394 at 4% or $309,596 at 6%; with 100% employer match about $348,296 at 4% or $232,197 at 6%.
201813$749,208$80,846$26,949iApproximate average salary by contribution assumption: employee only about $673,717 at 4% or $449,144 at 6%; with 50% employer match about $449,144 at 4% or $299,430 at 6%; with 100% employer match about $336,858 at 4% or $224,572 at 6%.
The Excel Hvac Retirement Plan-3$749,208$80,846$26,949iApproximate average salary by contribution assumption: employee only about $673,717 at 4% or $449,144 at 6%; with 50% employer match about $449,144 at 4% or $299,430 at 6%; with 100% employer match about $336,858 at 4% or $224,572 at 6%.
201713$665,122$50,806$16,935iApproximate average salary by contribution assumption: employee only about $423,383 at 4% or $282,256 at 6%; with 50% employer match about $282,256 at 4% or $188,170 at 6%; with 100% employer match about $211,692 at 4% or $141,128 at 6%.
The Excel Hvac Retirement Plan-3$665,122$50,806$16,935iApproximate average salary by contribution assumption: employee only about $423,383 at 4% or $282,256 at 6%; with 50% employer match about $282,256 at 4% or $188,170 at 6%; with 100% employer match about $211,692 at 4% or $141,128 at 6%.
201612$669,615$0-
The Excel Hvac Retirement Plan-2$669,615--
201513$665,943$0-
The Excel Hvac Retirement Plan-3$665,943--
201413$662,563$73,862$24,621iApproximate average salary by contribution assumption: employee only about $615,517 at 4% or $410,344 at 6%; with 50% employer match about $410,344 at 4% or $273,563 at 6%; with 100% employer match about $307,758 at 4% or $205,172 at 6%.
The Excel Hvac Retirement Plan-3$662,563$73,862$24,621iApproximate average salary by contribution assumption: employee only about $615,517 at 4% or $410,344 at 6%; with 50% employer match about $410,344 at 4% or $273,563 at 6%; with 100% employer match about $307,758 at 4% or $205,172 at 6%.
201313$585,757$76,888$25,629iApproximate average salary by contribution assumption: employee only about $640,733 at 4% or $427,156 at 6%; with 50% employer match about $427,156 at 4% or $284,770 at 6%; with 100% employer match about $320,367 at 4% or $213,578 at 6%.
The Excel Hvac Retirement Plan-3$585,757$76,888$25,629iApproximate average salary by contribution assumption: employee only about $640,733 at 4% or $427,156 at 6%; with 50% employer match about $427,156 at 4% or $284,770 at 6%; with 100% employer match about $320,367 at 4% or $213,578 at 6%.
201213$529,464$49,275$16,425iApproximate average salary by contribution assumption: employee only about $410,625 at 4% or $273,750 at 6%; with 50% employer match about $273,750 at 4% or $182,500 at 6%; with 100% employer match about $205,313 at 4% or $136,875 at 6%.
The Excel Hvac Retirement Plan-3$529,464$49,275$16,425iApproximate average salary by contribution assumption: employee only about $410,625 at 4% or $273,750 at 6%; with 50% employer match about $273,750 at 4% or $182,500 at 6%; with 100% employer match about $205,313 at 4% or $136,875 at 6%.
201113$477,371$0-
The Excel Hvac Retirement Plan-3$477,371--
201013$474,123$42,753$14,251iApproximate average salary by contribution assumption: employee only about $356,275 at 4% or $237,517 at 6%; with 50% employer match about $237,517 at 4% or $158,344 at 6%; with 100% employer match about $178,138 at 4% or $118,758 at 6%.
The Excel Hvac Retirement Plan-3$474,123$42,753$14,251iApproximate average salary by contribution assumption: employee only about $356,275 at 4% or $237,517 at 6%; with 50% employer match about $237,517 at 4% or $158,344 at 6%; with 100% employer match about $178,138 at 4% or $118,758 at 6%.
200913$427,945$61,042$20,347iApproximate average salary by contribution assumption: employee only about $508,683 at 4% or $339,122 at 6%; with 50% employer match about $339,122 at 4% or $226,081 at 6%; with 100% employer match about $254,342 at 4% or $169,561 at 6%.
The Excel Hvac Retirement Plan-3$427,945$61,042$20,347iApproximate average salary by contribution assumption: employee only about $508,683 at 4% or $339,122 at 6%; with 50% employer match about $339,122 at 4% or $226,081 at 6%; with 100% employer match about $254,342 at 4% or $169,561 at 6%.
200813$362,370$66,786$22,262iApproximate average salary by contribution assumption: employee only about $556,550 at 4% or $371,033 at 6%; with 50% employer match about $371,033 at 4% or $247,356 at 6%; with 100% employer match about $278,275 at 4% or $185,517 at 6%.
The Excel Hvac Retirement Plan-3$362,370$66,786$22,262iApproximate average salary by contribution assumption: employee only about $556,550 at 4% or $371,033 at 6%; with 50% employer match about $371,033 at 4% or $247,356 at 6%; with 100% employer match about $278,275 at 4% or $185,517 at 6%.
200713$0$0-
The Excel Hvac Retirement Plan-3---
200612$239,351$32,395$16,198iApproximate average salary by contribution assumption: employee only about $404,938 at 4% or $269,958 at 6%; with 50% employer match about $269,958 at 4% or $179,972 at 6%; with 100% employer match about $202,469 at 4% or $134,979 at 6%.
The Excel Hvac Retirement Plan-2$239,351$32,395$16,198iApproximate average salary by contribution assumption: employee only about $404,938 at 4% or $269,958 at 6%; with 50% employer match about $269,958 at 4% or $179,972 at 6%; with 100% employer match about $202,469 at 4% or $134,979 at 6%.
200512$201,668$34,112$17,056iApproximate average salary by contribution assumption: employee only about $426,400 at 4% or $284,267 at 6%; with 50% employer match about $284,267 at 4% or $189,511 at 6%; with 100% employer match about $213,200 at 4% or $142,133 at 6%.
The Excel Hvac Retirement Plan-2$201,668$34,112$17,056iApproximate average salary by contribution assumption: employee only about $426,400 at 4% or $284,267 at 6%; with 50% employer match about $284,267 at 4% or $189,511 at 6%; with 100% employer match about $213,200 at 4% or $142,133 at 6%.
200313$143,314$40,859$13,620iApproximate average salary by contribution assumption: employee only about $340,492 at 4% or $226,994 at 6%; with 50% employer match about $226,994 at 4% or $151,330 at 6%; with 100% employer match about $170,246 at 4% or $113,497 at 6%.
The Excel Hvac Retirement Plan-3$143,314$40,859$13,620iApproximate average salary by contribution assumption: employee only about $340,492 at 4% or $226,994 at 6%; with 50% employer match about $226,994 at 4% or $151,330 at 6%; with 100% employer match about $170,246 at 4% or $113,497 at 6%.
200212$111,391$46,373$23,187iApproximate average salary by contribution assumption: employee only about $579,663 at 4% or $386,442 at 6%; with 50% employer match about $386,442 at 4% or $257,628 at 6%; with 100% employer match about $289,831 at 4% or $193,221 at 6%.
The Excel Hvac Retirement Plan-2$111,391$46,373$23,187iApproximate average salary by contribution assumption: employee only about $579,663 at 4% or $386,442 at 6%; with 50% employer match about $386,442 at 4% or $257,628 at 6%; with 100% employer match about $289,831 at 4% or $193,221 at 6%.
200112$63,980$31,696$15,848iApproximate average salary by contribution assumption: employee only about $396,200 at 4% or $264,133 at 6%; with 50% employer match about $264,133 at 4% or $176,089 at 6%; with 100% employer match about $198,100 at 4% or $132,067 at 6%.
The Excel Hvac Retirement Plan-2$63,980$31,696$15,848iApproximate average salary by contribution assumption: employee only about $396,200 at 4% or $264,133 at 6%; with 50% employer match about $264,133 at 4% or $176,089 at 6%; with 100% employer match about $198,100 at 4% or $132,067 at 6%.
200012$32,081$32,081$16,041iApproximate average salary by contribution assumption: employee only about $401,013 at 4% or $267,342 at 6%; with 50% employer match about $267,342 at 4% or $178,228 at 6%; with 100% employer match about $200,506 at 4% or $133,671 at 6%.
The Excel Hvac Retirement Plan-2$32,081$32,081$16,041iApproximate average salary by contribution assumption: employee only about $401,013 at 4% or $267,342 at 6%; with 50% employer match about $267,342 at 4% or $178,228 at 6%; with 100% employer match about $200,506 at 4% or $133,671 at 6%.