Civic Intelligence

Excelsior Benefits

Plan context: Excelsior Benefits 401(K) Plan

EIN 20-0087132 • Excelsior, MN • 13 filings • 3 plans

23505 Smithtown Rd Ste 200Excelsior, MN 55331-4544
Current Snapshot

Latest Year

2017

2017 Participants

40

2017 Assets

$4,784,065

2017 Contributions

$70,717

Historical Graphs

Total Assets Over Time

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

$5,044,462$2,522,231$0200520102015YearValue
$4,784,065Latest year 2015

Participants Over Time

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

63320200420102015YearValue
40Latest year 2015

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
201710$0$70,717-
Excelsior Benefits 401(K) Plan-0$0$70,717-
2015140$4,784,065$311,086$7,777iApproximate average salary by contribution assumption: employee only about $194,429 at 4% or $129,619 at 6%; with 50% employer match about $129,619 at 4% or $86,413 at 6%; with 100% employer match about $97,214 at 4% or $64,810 at 6%.
Excelsior Benefits 401(K) Plan-40$4,784,065$311,086$7,777iApproximate average salary by contribution assumption: employee only about $194,429 at 4% or $129,619 at 6%; with 50% employer match about $129,619 at 4% or $86,413 at 6%; with 100% employer match about $97,214 at 4% or $64,810 at 6%.
2014142$4,625,068$282,081$6,716iApproximate average salary by contribution assumption: employee only about $167,905 at 4% or $111,937 at 6%; with 50% employer match about $111,937 at 4% or $74,625 at 6%; with 100% employer match about $83,953 at 4% or $55,968 at 6%.
Excelsior Benefits 401(K) Plan-42$4,625,068$282,081$6,716iApproximate average salary by contribution assumption: employee only about $167,905 at 4% or $111,937 at 6%; with 50% employer match about $111,937 at 4% or $74,625 at 6%; with 100% employer match about $83,953 at 4% or $55,968 at 6%.
2013138$4,230,820$248,853$6,549iApproximate average salary by contribution assumption: employee only about $163,719 at 4% or $109,146 at 6%; with 50% employer match about $109,146 at 4% or $72,764 at 6%; with 100% employer match about $81,860 at 4% or $54,573 at 6%.
Excelsior Benefits 401(K) Plan-38$4,230,820$248,853$6,549iApproximate average salary by contribution assumption: employee only about $163,719 at 4% or $109,146 at 6%; with 50% employer match about $109,146 at 4% or $72,764 at 6%; with 100% employer match about $81,860 at 4% or $54,573 at 6%.
2012145$5,044,462$264,352$5,874iApproximate average salary by contribution assumption: employee only about $146,862 at 4% or $97,908 at 6%; with 50% employer match about $97,908 at 4% or $65,272 at 6%; with 100% employer match about $73,431 at 4% or $48,954 at 6%.
Excelsior Benefits 401(K) Plan-45$5,044,462$264,352$5,874iApproximate average salary by contribution assumption: employee only about $146,862 at 4% or $97,908 at 6%; with 50% employer match about $97,908 at 4% or $65,272 at 6%; with 100% employer match about $73,431 at 4% or $48,954 at 6%.
2011153$4,512,043$309,062$5,831iApproximate average salary by contribution assumption: employee only about $145,784 at 4% or $97,189 at 6%; with 50% employer match about $97,189 at 4% or $64,793 at 6%; with 100% employer match about $72,892 at 4% or $48,595 at 6%.
Excelsior Benefits 401(K) Plan-53$4,512,043$309,062$5,831iApproximate average salary by contribution assumption: employee only about $145,784 at 4% or $97,189 at 6%; with 50% employer match about $97,189 at 4% or $64,793 at 6%; with 100% employer match about $72,892 at 4% or $48,595 at 6%.
2010156$4,350,103$414,950$7,410iApproximate average salary by contribution assumption: employee only about $185,246 at 4% or $123,497 at 6%; with 50% employer match about $123,497 at 4% or $82,331 at 6%; with 100% employer match about $92,623 at 4% or $61,749 at 6%.
Excelsior Benefits 401(K) Plan-56$4,350,103$414,950$7,410iApproximate average salary by contribution assumption: employee only about $185,246 at 4% or $123,497 at 6%; with 50% employer match about $123,497 at 4% or $82,331 at 6%; with 100% employer match about $92,623 at 4% or $61,749 at 6%.
2009163$3,681,671$370,564$5,882iApproximate average salary by contribution assumption: employee only about $147,049 at 4% or $98,033 at 6%; with 50% employer match about $98,033 at 4% or $65,355 at 6%; with 100% employer match about $73,525 at 4% or $49,016 at 6%.
Excelsior Benefits 401(K) Plan-63$3,681,671$370,564$5,882iApproximate average salary by contribution assumption: employee only about $147,049 at 4% or $98,033 at 6%; with 50% employer match about $98,033 at 4% or $65,355 at 6%; with 100% employer match about $73,525 at 4% or $49,016 at 6%.
2008155$3,087,617$408,529$7,428iApproximate average salary by contribution assumption: employee only about $185,695 at 4% or $123,797 at 6%; with 50% employer match about $123,797 at 4% or $82,531 at 6%; with 100% employer match about $92,848 at 4% or $61,898 at 6%.
Excelsior Benefits 401(K) Plan-55$3,087,617$408,529$7,428iApproximate average salary by contribution assumption: employee only about $185,695 at 4% or $123,797 at 6%; with 50% employer match about $123,797 at 4% or $82,531 at 6%; with 100% employer match about $92,848 at 4% or $61,898 at 6%.
2007153$4,168,501$352,315$6,647iApproximate average salary by contribution assumption: employee only about $166,186 at 4% or $110,791 at 6%; with 50% employer match about $110,791 at 4% or $73,861 at 6%; with 100% employer match about $83,093 at 4% or $55,395 at 6%.
Excelsior Benefits 401(K) Plan-53$4,168,501$352,315$6,647iApproximate average salary by contribution assumption: employee only about $166,186 at 4% or $110,791 at 6%; with 50% employer match about $110,791 at 4% or $73,861 at 6%; with 100% employer match about $83,093 at 4% or $55,395 at 6%.
2006149$4,950,227$350,056$7,144iApproximate average salary by contribution assumption: employee only about $178,600 at 4% or $119,067 at 6%; with 50% employer match about $119,067 at 4% or $79,378 at 6%; with 100% employer match about $89,300 at 4% or $59,533 at 6%.
Excelsior Benefits 401(K) Plan-49$4,950,227$350,056$7,144iApproximate average salary by contribution assumption: employee only about $178,600 at 4% or $119,067 at 6%; with 50% employer match about $119,067 at 4% or $79,378 at 6%; with 100% employer match about $89,300 at 4% or $59,533 at 6%.
2005147$4,149,353$294,985$6,276iApproximate average salary by contribution assumption: employee only about $156,907 at 4% or $104,605 at 6%; with 50% employer match about $104,605 at 4% or $69,736 at 6%; with 100% employer match about $78,453 at 4% or $52,302 at 6%.
Excelsior Benefits 401(K) Plan-47$4,149,353$294,985$6,276iApproximate average salary by contribution assumption: employee only about $156,907 at 4% or $104,605 at 6%; with 50% employer match about $104,605 at 4% or $69,736 at 6%; with 100% employer match about $78,453 at 4% or $52,302 at 6%.
2004141$0$0-
Excelsior Benefits 401(K) Plan-41---