Civic Intelligence

Excel Bank, N.A.

Plan context: Modern Bank 401(K) Plan

EIN 13-2878414 • New York, NY • 26 filings • 6 plans

410 Park Avenue Ste 830New York, NY 10022
Current Snapshot

Latest Year

2025

2025 Participants

65

2025 Assets

$14,011,228

2025 Contributions

$1,499,434

Historical Graphs

Total Assets Over Time

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

$14,991,510$7,495,755$0199920132025YearValue
$14,011,228Latest year 2025

Participants Over Time

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

81410199920132025YearValue
65Latest year 2025

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
2025165$14,011,228$1,499,434$23,068iApproximate average salary by contribution assumption: employee only about $576,705 at 4% or $384,470 at 6%; with 50% employer match about $384,470 at 4% or $256,314 at 6%; with 100% employer match about $288,353 at 4% or $192,235 at 6%.
Modern Bank 401(K) Plan-65$14,011,228$1,499,434$23,068iApproximate average salary by contribution assumption: employee only about $576,705 at 4% or $384,470 at 6%; with 50% employer match about $384,470 at 4% or $256,314 at 6%; with 100% employer match about $288,353 at 4% or $192,235 at 6%.
2024170$12,907,119$825,013$11,786iApproximate average salary by contribution assumption: employee only about $294,648 at 4% or $196,432 at 6%; with 50% employer match about $196,432 at 4% or $130,954 at 6%; with 100% employer match about $147,324 at 4% or $98,216 at 6%.
Modern Bank 401(K) Plan-70$12,907,119$825,013$11,786iApproximate average salary by contribution assumption: employee only about $294,648 at 4% or $196,432 at 6%; with 50% employer match about $196,432 at 4% or $130,954 at 6%; with 100% employer match about $147,324 at 4% or $98,216 at 6%.
2023181$14,561,366$1,309,819$16,171iApproximate average salary by contribution assumption: employee only about $404,265 at 4% or $269,510 at 6%; with 50% employer match about $269,510 at 4% or $179,673 at 6%; with 100% employer match about $202,133 at 4% or $134,755 at 6%.
Modern Bank 401(K) Plan-81$14,561,366$1,309,819$16,171iApproximate average salary by contribution assumption: employee only about $404,265 at 4% or $269,510 at 6%; with 50% employer match about $269,510 at 4% or $179,673 at 6%; with 100% employer match about $202,133 at 4% or $134,755 at 6%.
2022174$12,760,951$993,812$13,430iApproximate average salary by contribution assumption: employee only about $335,747 at 4% or $223,832 at 6%; with 50% employer match about $223,832 at 4% or $149,221 at 6%; with 100% employer match about $167,874 at 4% or $111,916 at 6%.
Modern Bank 401(K) Plan-74$12,760,951$993,812$13,430iApproximate average salary by contribution assumption: employee only about $335,747 at 4% or $223,832 at 6%; with 50% employer match about $223,832 at 4% or $149,221 at 6%; with 100% employer match about $167,874 at 4% or $111,916 at 6%.
2021167$14,991,510$744,384$11,110iApproximate average salary by contribution assumption: employee only about $277,755 at 4% or $185,170 at 6%; with 50% employer match about $185,170 at 4% or $123,447 at 6%; with 100% employer match about $138,878 at 4% or $92,585 at 6%.
Modern Bank 401(K) Plan-67$14,991,510$744,384$11,110iApproximate average salary by contribution assumption: employee only about $277,755 at 4% or $185,170 at 6%; with 50% employer match about $185,170 at 4% or $123,447 at 6%; with 100% employer match about $138,878 at 4% or $92,585 at 6%.
2020159$12,627,867$613,640$10,401iApproximate average salary by contribution assumption: employee only about $260,017 at 4% or $173,345 at 6%; with 50% employer match about $173,345 at 4% or $115,563 at 6%; with 100% employer match about $130,008 at 4% or $86,672 at 6%.
Modern Bank 401(K) Plan-59$12,627,867$613,640$10,401iApproximate average salary by contribution assumption: employee only about $260,017 at 4% or $173,345 at 6%; with 50% employer match about $173,345 at 4% or $115,563 at 6%; with 100% employer match about $130,008 at 4% or $86,672 at 6%.
2019156$10,778,409$584,817$10,443iApproximate average salary by contribution assumption: employee only about $261,079 at 4% or $174,053 at 6%; with 50% employer match about $174,053 at 4% or $116,035 at 6%; with 100% employer match about $130,540 at 4% or $87,026 at 6%.
Modern Bank 401(K) Plan-56$10,778,409$584,817$10,443iApproximate average salary by contribution assumption: employee only about $261,079 at 4% or $174,053 at 6%; with 50% employer match about $174,053 at 4% or $116,035 at 6%; with 100% employer match about $130,540 at 4% or $87,026 at 6%.
2018162$8,913,288$631,660$10,188iApproximate average salary by contribution assumption: employee only about $254,702 at 4% or $169,801 at 6%; with 50% employer match about $169,801 at 4% or $113,201 at 6%; with 100% employer match about $127,351 at 4% or $84,901 at 6%.
Modern Bank 401(K) Plan-62$8,913,288$631,660$10,188iApproximate average salary by contribution assumption: employee only about $254,702 at 4% or $169,801 at 6%; with 50% employer match about $169,801 at 4% or $113,201 at 6%; with 100% employer match about $127,351 at 4% or $84,901 at 6%.
2017169$10,073,852$652,572$9,458iApproximate average salary by contribution assumption: employee only about $236,439 at 4% or $157,626 at 6%; with 50% employer match about $157,626 at 4% or $105,084 at 6%; with 100% employer match about $118,220 at 4% or $78,813 at 6%.
Modern Bank 401(K) Plan-69$10,073,852$652,572$9,458iApproximate average salary by contribution assumption: employee only about $236,439 at 4% or $157,626 at 6%; with 50% employer match about $157,626 at 4% or $105,084 at 6%; with 100% employer match about $118,220 at 4% or $78,813 at 6%.
2016170$9,037,493$657,786$9,397iApproximate average salary by contribution assumption: employee only about $234,924 at 4% or $156,616 at 6%; with 50% employer match about $156,616 at 4% or $104,410 at 6%; with 100% employer match about $117,462 at 4% or $78,308 at 6%.
Modern Bank 401(K) Plan-70$9,037,493$657,786$9,397iApproximate average salary by contribution assumption: employee only about $234,924 at 4% or $156,616 at 6%; with 50% employer match about $156,616 at 4% or $104,410 at 6%; with 100% employer match about $117,462 at 4% or $78,308 at 6%.
2015170$8,325,260$629,441$8,992iApproximate average salary by contribution assumption: employee only about $224,800 at 4% or $149,867 at 6%; with 50% employer match about $149,867 at 4% or $99,911 at 6%; with 100% employer match about $112,400 at 4% or $74,933 at 6%.
Modern Bank 401(K) Plan-70$8,325,260$629,441$8,992iApproximate average salary by contribution assumption: employee only about $224,800 at 4% or $149,867 at 6%; with 50% employer match about $149,867 at 4% or $99,911 at 6%; with 100% employer match about $112,400 at 4% or $74,933 at 6%.
2014173$8,102,226$1,147,583$15,720iApproximate average salary by contribution assumption: employee only about $393,008 at 4% or $262,005 at 6%; with 50% employer match about $262,005 at 4% or $174,670 at 6%; with 100% employer match about $196,504 at 4% or $131,003 at 6%.
Modern Bank 401(K) Plan-73$8,102,226$1,147,583$15,720iApproximate average salary by contribution assumption: employee only about $393,008 at 4% or $262,005 at 6%; with 50% employer match about $262,005 at 4% or $174,670 at 6%; with 100% employer match about $196,504 at 4% or $131,003 at 6%.
2013169$6,706,697$603,744$8,750iApproximate average salary by contribution assumption: employee only about $218,748 at 4% or $145,832 at 6%; with 50% employer match about $145,832 at 4% or $97,221 at 6%; with 100% employer match about $109,374 at 4% or $72,916 at 6%.
Modern Bank 401(K) Plan-69$6,706,697$603,744$8,750iApproximate average salary by contribution assumption: employee only about $218,748 at 4% or $145,832 at 6%; with 50% employer match about $145,832 at 4% or $97,221 at 6%; with 100% employer match about $109,374 at 4% or $72,916 at 6%.
2012170$5,540,757$724,186$10,346iApproximate average salary by contribution assumption: employee only about $258,638 at 4% or $172,425 at 6%; with 50% employer match about $172,425 at 4% or $114,950 at 6%; with 100% employer match about $129,319 at 4% or $86,213 at 6%.
Modern Bank 401(K) Plan-70$5,540,757$724,186$10,346iApproximate average salary by contribution assumption: employee only about $258,638 at 4% or $172,425 at 6%; with 50% employer match about $172,425 at 4% or $114,950 at 6%; with 100% employer match about $129,319 at 4% or $86,213 at 6%.
2011165$4,578,154$549,118$8,448iApproximate average salary by contribution assumption: employee only about $211,199 at 4% or $140,799 at 6%; with 50% employer match about $140,799 at 4% or $93,866 at 6%; with 100% employer match about $105,600 at 4% or $70,400 at 6%.
Modern Bank 401(K) Plan-65$4,578,154$549,118$8,448iApproximate average salary by contribution assumption: employee only about $211,199 at 4% or $140,799 at 6%; with 50% employer match about $140,799 at 4% or $93,866 at 6%; with 100% employer match about $105,600 at 4% or $70,400 at 6%.
2008145$2,812,205$727,771$16,173iApproximate average salary by contribution assumption: employee only about $404,317 at 4% or $269,545 at 6%; with 50% employer match about $269,545 at 4% or $179,697 at 6%; with 100% employer match about $202,159 at 4% or $134,772 at 6%.
Modern Bank 401(K) Plan-45$2,812,205$727,771$16,173iApproximate average salary by contribution assumption: employee only about $404,317 at 4% or $269,545 at 6%; with 50% employer match about $269,545 at 4% or $179,697 at 6%; with 100% employer match about $202,159 at 4% or $134,772 at 6%.
2007144$3,288,015$649,020$14,750iApproximate average salary by contribution assumption: employee only about $368,761 at 4% or $245,841 at 6%; with 50% employer match about $245,841 at 4% or $163,894 at 6%; with 100% employer match about $184,381 at 4% or $122,920 at 6%.
Modern Bank 401(K) Plan-44$3,288,015$649,020$14,750iApproximate average salary by contribution assumption: employee only about $368,761 at 4% or $245,841 at 6%; with 50% employer match about $245,841 at 4% or $163,894 at 6%; with 100% employer match about $184,381 at 4% or $122,920 at 6%.
2006141$3,208,651$744,046$18,147iApproximate average salary by contribution assumption: employee only about $453,687 at 4% or $302,458 at 6%; with 50% employer match about $302,458 at 4% or $201,638 at 6%; with 100% employer match about $226,843 at 4% or $151,229 at 6%.
Modern Bank 401(K) Plan-41$3,208,651$744,046$18,147iApproximate average salary by contribution assumption: employee only about $453,687 at 4% or $302,458 at 6%; with 50% employer match about $302,458 at 4% or $201,638 at 6%; with 100% employer match about $226,843 at 4% or $151,229 at 6%.
2005124$2,845,081$260,410$10,850iApproximate average salary by contribution assumption: employee only about $271,260 at 4% or $180,840 at 6%; with 50% employer match about $180,840 at 4% or $120,560 at 6%; with 100% employer match about $135,630 at 4% or $90,420 at 6%.
Modern Bank 401(K) Plan-24$2,845,081$260,410$10,850iApproximate average salary by contribution assumption: employee only about $271,260 at 4% or $180,840 at 6%; with 50% employer match about $180,840 at 4% or $120,560 at 6%; with 100% employer match about $135,630 at 4% or $90,420 at 6%.
2004125$3,125,178$290,019$11,601iApproximate average salary by contribution assumption: employee only about $290,019 at 4% or $193,346 at 6%; with 50% employer match about $193,346 at 4% or $128,897 at 6%; with 100% employer match about $145,010 at 4% or $96,673 at 6%.
Modern Bank 401(K) Plan-25$3,125,178$290,019$11,601iApproximate average salary by contribution assumption: employee only about $290,019 at 4% or $193,346 at 6%; with 50% employer match about $193,346 at 4% or $128,897 at 6%; with 100% employer match about $145,010 at 4% or $96,673 at 6%.
2003131$2,945,845$327,180$10,554iApproximate average salary by contribution assumption: employee only about $263,855 at 4% or $175,903 at 6%; with 50% employer match about $175,903 at 4% or $117,269 at 6%; with 100% employer match about $131,927 at 4% or $87,952 at 6%.
Modern Bank 401(K) Plan-31$2,945,845$327,180$10,554iApproximate average salary by contribution assumption: employee only about $263,855 at 4% or $175,903 at 6%; with 50% employer match about $175,903 at 4% or $117,269 at 6%; with 100% employer match about $131,927 at 4% or $87,952 at 6%.
2002132$2,568,228$296,429$9,263iApproximate average salary by contribution assumption: employee only about $231,585 at 4% or $154,390 at 6%; with 50% employer match about $154,390 at 4% or $102,927 at 6%; with 100% employer match about $115,793 at 4% or $77,195 at 6%.
Modern Bank 401(K) Plan-32$2,568,228$296,429$9,263iApproximate average salary by contribution assumption: employee only about $231,585 at 4% or $154,390 at 6%; with 50% employer match about $154,390 at 4% or $102,927 at 6%; with 100% employer match about $115,793 at 4% or $77,195 at 6%.
2001238$2,890,148$304,944$8,025iApproximate average salary by contribution assumption: employee only about $200,621 at 4% or $133,747 at 6%; with 50% employer match about $133,747 at 4% or $89,165 at 6%; with 100% employer match about $100,311 at 4% or $66,874 at 6%.
Modern Bank 401(K) Plan-38$2,890,148$304,944$8,025iApproximate average salary by contribution assumption: employee only about $200,621 at 4% or $133,747 at 6%; with 50% employer match about $133,747 at 4% or $89,165 at 6%; with 100% employer match about $100,311 at 4% or $66,874 at 6%.
Union Chelsea National Bank 401K Profit Sharing Plan-0---
2000140$827,681$277,418$6,935iApproximate average salary by contribution assumption: employee only about $173,386 at 4% or $115,591 at 6%; with 50% employer match about $115,591 at 4% or $77,061 at 6%; with 100% employer match about $86,693 at 4% or $57,795 at 6%.
Modern Bank 401(K) Plan-40$827,681$277,418$6,935iApproximate average salary by contribution assumption: employee only about $173,386 at 4% or $115,591 at 6%; with 50% employer match about $115,591 at 4% or $77,061 at 6%; with 100% employer match about $86,693 at 4% or $57,795 at 6%.
1999138$2,192,085$0-
Union Chelsea National Bank 401K Profit Sharing Plan-38$2,192,085--