Civic Intelligence
Filing

Excel Coverage Group LLC

Excel Coverage Group LLC • EIN 11-3387516 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Flat

6 → 6

0 • 0.00%

Assets

Up

$74,230 → $141,703

$67,473 • 90.90%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$67,473

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201010$0$0-
Excel Coverage Group LLC-0$0--
200911$35$87,211$87,211iApproximate average salary by contribution assumption: employee only about $2,180,275 at 4% or $1,453,517 at 6%; with 50% employer match about $1,453,517 at 4% or $969,011 at 6%; with 100% employer match about $1,090,138 at 4% or $726,758 at 6%.
Excel Coverage Group LLC-1$35$87,211$87,211iApproximate average salary by contribution assumption: employee only about $2,180,275 at 4% or $1,453,517 at 6%; with 50% employer match about $1,453,517 at 4% or $969,011 at 6%; with 100% employer match about $1,090,138 at 4% or $726,758 at 6%.
200818$397,855$101,942$12,743iApproximate average salary by contribution assumption: employee only about $318,569 at 4% or $212,379 at 6%; with 50% employer match about $212,379 at 4% or $141,586 at 6%; with 100% employer match about $159,284 at 4% or $106,190 at 6%.
Excel Coverage Group LLC-8$397,855$101,942$12,743iApproximate average salary by contribution assumption: employee only about $318,569 at 4% or $212,379 at 6%; with 50% employer match about $212,379 at 4% or $141,586 at 6%; with 100% employer match about $159,284 at 4% or $106,190 at 6%.
200718$570,820$83,354$10,419iApproximate average salary by contribution assumption: employee only about $260,481 at 4% or $173,654 at 6%; with 50% employer match about $173,654 at 4% or $115,769 at 6%; with 100% employer match about $130,241 at 4% or $86,827 at 6%.
Excel Coverage Group LLC-8$570,820$83,354$10,419iApproximate average salary by contribution assumption: employee only about $260,481 at 4% or $173,654 at 6%; with 50% employer match about $173,654 at 4% or $115,769 at 6%; with 100% employer match about $130,241 at 4% or $86,827 at 6%.
200617$391,091$80,845$11,549iApproximate average salary by contribution assumption: employee only about $288,732 at 4% or $192,488 at 6%; with 50% employer match about $192,488 at 4% or $128,325 at 6%; with 100% employer match about $144,366 at 4% or $96,244 at 6%.
Excel Coverage Group LLC-7$391,091$80,845$11,549iApproximate average salary by contribution assumption: employee only about $288,732 at 4% or $192,488 at 6%; with 50% employer match about $192,488 at 4% or $128,325 at 6%; with 100% employer match about $144,366 at 4% or $96,244 at 6%.
200518$284,718$61,425$7,678iApproximate average salary by contribution assumption: employee only about $191,953 at 4% or $127,969 at 6%; with 50% employer match about $127,969 at 4% or $85,313 at 6%; with 100% employer match about $95,977 at 4% or $63,984 at 6%.
Excel Coverage Group LLC-8$284,718$61,425$7,678iApproximate average salary by contribution assumption: employee only about $191,953 at 4% or $127,969 at 6%; with 50% employer match about $127,969 at 4% or $85,313 at 6%; with 100% employer match about $95,977 at 4% or $63,984 at 6%.
200417$205,324$53,427$7,632iApproximate average salary by contribution assumption: employee only about $190,811 at 4% or $127,207 at 6%; with 50% employer match about $127,207 at 4% or $84,805 at 6%; with 100% employer match about $95,405 at 4% or $63,604 at 6%.
Excel Coverage Group LLC-7$205,324$53,427$7,632iApproximate average salary by contribution assumption: employee only about $190,811 at 4% or $127,207 at 6%; with 50% employer match about $127,207 at 4% or $84,805 at 6%; with 100% employer match about $95,405 at 4% or $63,604 at 6%.
200316$141,703$41,970$6,995iApproximate average salary by contribution assumption: employee only about $174,875 at 4% or $116,583 at 6%; with 50% employer match about $116,583 at 4% or $77,722 at 6%; with 100% employer match about $87,438 at 4% or $58,292 at 6%.
Excel Coverage Group LLCCurrent6$141,703$41,970$6,995iApproximate average salary by contribution assumption: employee only about $174,875 at 4% or $116,583 at 6%; with 50% employer match about $116,583 at 4% or $77,722 at 6%; with 100% employer match about $87,438 at 4% or $58,292 at 6%.
200216$74,230$33,919$5,653iApproximate average salary by contribution assumption: employee only about $141,329 at 4% or $94,219 at 6%; with 50% employer match about $94,219 at 4% or $62,813 at 6%; with 100% employer match about $70,665 at 4% or $47,110 at 6%.
Excel Coverage Group LLC-6$74,230$33,919$5,653iApproximate average salary by contribution assumption: employee only about $141,329 at 4% or $94,219 at 6%; with 50% employer match about $94,219 at 4% or $62,813 at 6%; with 100% employer match about $70,665 at 4% or $47,110 at 6%.
200116$0$0-
Excel Coverage Group LLC-6---
200017$35,567$37,855$5,408iApproximate average salary by contribution assumption: employee only about $135,196 at 4% or $90,131 at 6%; with 50% employer match about $90,131 at 4% or $60,087 at 6%; with 100% employer match about $67,598 at 4% or $45,065 at 6%.
Excel Coverage Group LLC-7$35,567$37,855$5,408iApproximate average salary by contribution assumption: employee only about $135,196 at 4% or $90,131 at 6%; with 50% employer match about $90,131 at 4% or $60,087 at 6%; with 100% employer match about $67,598 at 4% or $45,065 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$141,703$67,473 change

Balance Sheet

Beginning and end of plan year.

Total assets$74,230$141,703Increase +$67,473 (90.90%)
Total liabilities$0$0No change $0
Net assets$74,230$141,703Increase +$67,473 (90.90%)

Contributions

Employer contributions$4,835
Participant contributions$37,135
Other contributions$0

Income & Expenses

Total income$67,473
Total expenses$0
Net income$67,473
Source fields
Schedule I source fields
Filing Id
84037203089064
Schedule I EIN
11-3387516
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$74,230
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$74,230
Small plan total assets at end of year
$141,703
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$141,703
Small plan employer contributions
$4,835
Small plan participant contributions
$37,135
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$25,503
Small plan total income
$67,473
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$67,473
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$20,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0