Exceptional Family Resources
Plan context: Exceptional Family Resources 401(K) Plan
EIN 16-1098311 • 13 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
343
2025 Assets
$3,332,568
2025 Contributions
$751,505
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Exceptional Family Resources Welfare Benefit Plan | - | 0 | - | - | - |
| 2024 | 2 | 343 | $3,332,568 | $751,505 | $2,191iApproximate average salary by contribution assumption: employee only about $54,774 at 4% or $36,516 at 6%; with 50% employer match about $36,516 at 4% or $24,344 at 6%; with 100% employer match about $27,387 at 4% or $18,258 at 6%. |
| Exceptional Family Resources 401(K) Plan | - | 343 | $3,332,568 | $751,505 | $2,191iApproximate average salary by contribution assumption: employee only about $54,774 at 4% or $36,516 at 6%; with 50% employer match about $36,516 at 4% or $24,344 at 6%; with 100% employer match about $27,387 at 4% or $18,258 at 6%. |
| Exceptional Family Resources Welfare Benefit Plan | - | 193 | - | - | - |
| 2023 | 2 | 353 | $2,811,155 | $654,014 | $1,853iApproximate average salary by contribution assumption: employee only about $46,318 at 4% or $30,879 at 6%; with 50% employer match about $30,879 at 4% or $20,586 at 6%; with 100% employer match about $23,159 at 4% or $15,439 at 6%. |
| Exceptional Family Resources 401(K) Plan | - | 353 | $2,811,155 | $654,014 | $1,853iApproximate average salary by contribution assumption: employee only about $46,318 at 4% or $30,879 at 6%; with 50% employer match about $30,879 at 4% or $20,586 at 6%; with 100% employer match about $23,159 at 4% or $15,439 at 6%. |
| Exceptional Family Resources Welfare Benefit Plan | - | 200 | - | - | - |
| 2022 | 2 | 246 | $1,887,471 | $412,238 | $1,676iApproximate average salary by contribution assumption: employee only about $41,894 at 4% or $27,929 at 6%; with 50% employer match about $27,929 at 4% or $18,620 at 6%; with 100% employer match about $20,947 at 4% or $13,965 at 6%. |
| Exceptional Family Resources 401(K) Plan | - | 246 | $1,887,471 | $412,238 | $1,676iApproximate average salary by contribution assumption: employee only about $41,894 at 4% or $27,929 at 6%; with 50% employer match about $27,929 at 4% or $18,620 at 6%; with 100% employer match about $20,947 at 4% or $13,965 at 6%. |
| Exceptional Family Resources Welfare Benefit Plan | - | 188 | - | - | - |
| 2021 | 2 | 265 | $1,972,737 | $370,502 | $1,398iApproximate average salary by contribution assumption: employee only about $34,953 at 4% or $23,302 at 6%; with 50% employer match about $23,302 at 4% or $15,535 at 6%; with 100% employer match about $17,477 at 4% or $11,651 at 6%. |
| Exceptional Family Resources 401(K) Plan | - | 265 | $1,972,737 | $370,502 | $1,398iApproximate average salary by contribution assumption: employee only about $34,953 at 4% or $23,302 at 6%; with 50% employer match about $23,302 at 4% or $15,535 at 6%; with 100% employer match about $17,477 at 4% or $11,651 at 6%. |
| Exceptional Family Resources Welfare Benefit Plan | - | 128 | - | - | - |
| 2020 | 2 | 262 | $1,514,188 | $288,234 | $1,100iApproximate average salary by contribution assumption: employee only about $27,503 at 4% or $18,335 at 6%; with 50% employer match about $18,335 at 4% or $12,224 at 6%; with 100% employer match about $13,752 at 4% or $9,168 at 6%. |
| Exceptional Family Resources 401(K) Plan | - | 262 | $1,514,188 | $288,234 | $1,100iApproximate average salary by contribution assumption: employee only about $27,503 at 4% or $18,335 at 6%; with 50% employer match about $18,335 at 4% or $12,224 at 6%; with 100% employer match about $13,752 at 4% or $9,168 at 6%. |
| Exceptional Family Resources Welfare Benefit Plan | - | 114 | - | - | - |
| 2019 | 2 | 207 | $1,048,125 | $938,802 | $4,535iApproximate average salary by contribution assumption: employee only about $113,382 at 4% or $75,588 at 6%; with 50% employer match about $75,588 at 4% or $50,392 at 6%; with 100% employer match about $56,691 at 4% or $37,794 at 6%. |
| Exceptional Family Resources 401(K) Plan | - | 207 | $1,048,125 | $938,802 | $4,535iApproximate average salary by contribution assumption: employee only about $113,382 at 4% or $75,588 at 6%; with 50% employer match about $75,588 at 4% or $50,392 at 6%; with 100% employer match about $56,691 at 4% or $37,794 at 6%. |
| Exceptional Family Resources Welfare Benefit Plan | - | 141 | - | - | - |