Civic Intelligence

Excelsior P&H Inc

Plan context: Excelsior P H Inc 401 K Profit Sharing Plan Trust

EIN 11-3421355 • Speonk, NY • 14 filings • 2 plans

1319 Speonk Riverhead RdSpeonk, NY 11972-2534
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$1,643,762

2024 Contributions

$119,573

Historical Graphs

Total Assets Over Time

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

$1,643,762$821,881$0201120182024YearValue
$1,643,762Latest year 2024

Participants Over Time

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

21110201120182024YearValue
19Latest 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
2024119$1,643,762$119,573$6,293iApproximate average salary by contribution assumption: employee only about $157,333 at 4% or $104,889 at 6%; with 50% employer match about $104,889 at 4% or $69,926 at 6%; with 100% employer match about $78,666 at 4% or $52,444 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-19$1,643,762$119,573$6,293iApproximate average salary by contribution assumption: employee only about $157,333 at 4% or $104,889 at 6%; with 50% employer match about $104,889 at 4% or $69,926 at 6%; with 100% employer match about $78,666 at 4% or $52,444 at 6%.
2023118$1,314,914$119,602$6,645iApproximate average salary by contribution assumption: employee only about $166,114 at 4% or $110,743 at 6%; with 50% employer match about $110,743 at 4% or $73,828 at 6%; with 100% employer match about $83,057 at 4% or $55,371 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-18$1,314,914$119,602$6,645iApproximate average salary by contribution assumption: employee only about $166,114 at 4% or $110,743 at 6%; with 50% employer match about $110,743 at 4% or $73,828 at 6%; with 100% employer match about $83,057 at 4% or $55,371 at 6%.
2022121$1,004,793$101,921$4,853iApproximate average salary by contribution assumption: employee only about $121,335 at 4% or $80,890 at 6%; with 50% employer match about $80,890 at 4% or $53,926 at 6%; with 100% employer match about $60,667 at 4% or $40,445 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-21$1,004,793$101,921$4,853iApproximate average salary by contribution assumption: employee only about $121,335 at 4% or $80,890 at 6%; with 50% employer match about $80,890 at 4% or $53,926 at 6%; with 100% employer match about $60,667 at 4% or $40,445 at 6%.
2021116$1,109,079$81,682$5,105iApproximate average salary by contribution assumption: employee only about $127,628 at 4% or $85,085 at 6%; with 50% employer match about $85,085 at 4% or $56,724 at 6%; with 100% employer match about $63,814 at 4% or $42,543 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-16$1,109,079$81,682$5,105iApproximate average salary by contribution assumption: employee only about $127,628 at 4% or $85,085 at 6%; with 50% employer match about $85,085 at 4% or $56,724 at 6%; with 100% employer match about $63,814 at 4% or $42,543 at 6%.
2020113$880,616$69,752$5,366iApproximate average salary by contribution assumption: employee only about $134,138 at 4% or $89,426 at 6%; with 50% employer match about $89,426 at 4% or $59,617 at 6%; with 100% employer match about $67,069 at 4% or $44,713 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-13$880,616$69,752$5,366iApproximate average salary by contribution assumption: employee only about $134,138 at 4% or $89,426 at 6%; with 50% employer match about $89,426 at 4% or $59,617 at 6%; with 100% employer match about $67,069 at 4% or $44,713 at 6%.
2019115$722,189$70,096$4,673iApproximate average salary by contribution assumption: employee only about $116,827 at 4% or $77,884 at 6%; with 50% employer match about $77,884 at 4% or $51,923 at 6%; with 100% employer match about $58,413 at 4% or $38,942 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-15$722,189$70,096$4,673iApproximate average salary by contribution assumption: employee only about $116,827 at 4% or $77,884 at 6%; with 50% employer match about $77,884 at 4% or $51,923 at 6%; with 100% employer match about $58,413 at 4% or $38,942 at 6%.
2018115$526,840$79,905$5,327iApproximate average salary by contribution assumption: employee only about $133,175 at 4% or $88,783 at 6%; with 50% employer match about $88,783 at 4% or $59,189 at 6%; with 100% employer match about $66,588 at 4% or $44,392 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-15$526,840$79,905$5,327iApproximate average salary by contribution assumption: employee only about $133,175 at 4% or $88,783 at 6%; with 50% employer match about $88,783 at 4% or $59,189 at 6%; with 100% employer match about $66,588 at 4% or $44,392 at 6%.
2017118$552,734$70,215$3,901iApproximate average salary by contribution assumption: employee only about $97,521 at 4% or $65,014 at 6%; with 50% employer match about $65,014 at 4% or $43,343 at 6%; with 100% employer match about $48,760 at 4% or $32,507 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-18$552,734$70,215$3,901iApproximate average salary by contribution assumption: employee only about $97,521 at 4% or $65,014 at 6%; with 50% employer match about $65,014 at 4% or $43,343 at 6%; with 100% employer match about $48,760 at 4% or $32,507 at 6%.
2016114$442,179$236,792$16,914iApproximate average salary by contribution assumption: employee only about $422,843 at 4% or $281,895 at 6%; with 50% employer match about $281,895 at 4% or $187,930 at 6%; with 100% employer match about $211,421 at 4% or $140,948 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-14$442,179$236,792$16,914iApproximate average salary by contribution assumption: employee only about $422,843 at 4% or $281,895 at 6%; with 50% employer match about $281,895 at 4% or $187,930 at 6%; with 100% employer match about $211,421 at 4% or $140,948 at 6%.
201510$267,554$65,201-
Excelsior P H Inc 401 K Profit Sharing Plan Trust-0$267,554$65,201-
2014117$213,785$57,137$3,361iApproximate average salary by contribution assumption: employee only about $84,025 at 4% or $56,017 at 6%; with 50% employer match about $56,017 at 4% or $37,344 at 6%; with 100% employer match about $42,013 at 4% or $28,008 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-17$213,785$57,137$3,361iApproximate average salary by contribution assumption: employee only about $84,025 at 4% or $56,017 at 6%; with 50% employer match about $56,017 at 4% or $37,344 at 6%; with 100% employer match about $42,013 at 4% or $28,008 at 6%.
2013114$145,689$33,406$2,386iApproximate average salary by contribution assumption: employee only about $59,654 at 4% or $39,769 at 6%; with 50% employer match about $39,769 at 4% or $26,513 at 6%; with 100% employer match about $29,827 at 4% or $19,885 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-14$145,689$33,406$2,386iApproximate average salary by contribution assumption: employee only about $59,654 at 4% or $39,769 at 6%; with 50% employer match about $39,769 at 4% or $26,513 at 6%; with 100% employer match about $29,827 at 4% or $19,885 at 6%.
2012114$105,788$42,084$3,006iApproximate average salary by contribution assumption: employee only about $75,150 at 4% or $50,100 at 6%; with 50% employer match about $50,100 at 4% or $33,400 at 6%; with 100% employer match about $37,575 at 4% or $25,050 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-14$105,788$42,084$3,006iApproximate average salary by contribution assumption: employee only about $75,150 at 4% or $50,100 at 6%; with 50% employer match about $50,100 at 4% or $33,400 at 6%; with 100% employer match about $37,575 at 4% or $25,050 at 6%.
2011113$63,327$72,424$5,571iApproximate average salary by contribution assumption: employee only about $139,277 at 4% or $92,851 at 6%; with 50% employer match about $92,851 at 4% or $61,901 at 6%; with 100% employer match about $69,638 at 4% or $46,426 at 6%.
Excelsior P H Inc 401 K Profit Sharing Plan Trust-13$63,327$72,424$5,571iApproximate average salary by contribution assumption: employee only about $139,277 at 4% or $92,851 at 6%; with 50% employer match about $92,851 at 4% or $61,901 at 6%; with 100% employer match about $69,638 at 4% or $46,426 at 6%.