Advisors Excel LLC
Plan context: Advisors Excel LLC 401(K) P/S Plan
EIN 20-2111111 • Topeka, KS • 31 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,987
2024 Assets
$73,845,563
2024 Contributions
$10,258,871
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 1,987 | $73,845,563 | $10,258,871 | $5,163iApproximate average salary by contribution assumption: employee only about $129,075 at 4% or $86,050 at 6%; with 50% employer match about $86,050 at 4% or $57,367 at 6%; with 100% employer match about $64,537 at 4% or $43,025 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 995 | $73,845,563 | $10,258,871 | $10,310iApproximate average salary by contribution assumption: employee only about $257,761 at 4% or $171,840 at 6%; with 50% employer match about $171,840 at 4% or $114,560 at 6%; with 100% employer match about $128,880 at 4% or $85,920 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 1,987 | - | - | - |
| 2023 | 2 | 1,921 | $60,215,973 | $8,672,004 | $4,514iApproximate average salary by contribution assumption: employee only about $112,858 at 4% or $75,239 at 6%; with 50% employer match about $75,239 at 4% or $50,159 at 6%; with 100% employer match about $56,429 at 4% or $37,619 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 937 | $60,215,973 | $8,672,004 | $9,255iApproximate average salary by contribution assumption: employee only about $231,377 at 4% or $154,251 at 6%; with 50% employer match about $154,251 at 4% or $102,834 at 6%; with 100% employer match about $115,688 at 4% or $77,126 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 1,921 | - | - | - |
| 2022 | 2 | 1,783 | $45,663,089 | $7,719,032 | $4,329iApproximate average salary by contribution assumption: employee only about $108,231 at 4% or $72,154 at 6%; with 50% employer match about $72,154 at 4% or $48,103 at 6%; with 100% employer match about $54,115 at 4% or $36,077 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 840 | $45,663,089 | $7,719,032 | $9,189iApproximate average salary by contribution assumption: employee only about $229,733 at 4% or $153,155 at 6%; with 50% employer match about $153,155 at 4% or $102,104 at 6%; with 100% employer match about $114,867 at 4% or $76,578 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 1,783 | - | - | - |
| 2021 | 2 | 1,639 | $50,097,011 | $6,619,815 | $4,039iApproximate average salary by contribution assumption: employee only about $100,973 at 4% or $67,316 at 6%; with 50% employer match about $67,316 at 4% or $44,877 at 6%; with 100% employer match about $50,487 at 4% or $33,658 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 778 | $50,097,011 | $6,619,815 | $8,509iApproximate average salary by contribution assumption: employee only about $212,719 at 4% or $141,813 at 6%; with 50% employer match about $141,813 at 4% or $94,542 at 6%; with 100% employer match about $106,359 at 4% or $70,906 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 1,639 | - | - | - |
| 2020 | 2 | 1,420 | $39,129,979 | $5,466,603 | $3,850iApproximate average salary by contribution assumption: employee only about $96,243 at 4% or $64,162 at 6%; with 50% employer match about $64,162 at 4% or $42,775 at 6%; with 100% employer match about $48,122 at 4% or $32,081 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 685 | $39,129,979 | $5,466,603 | $7,980iApproximate average salary by contribution assumption: employee only about $199,511 at 4% or $133,007 at 6%; with 50% employer match about $133,007 at 4% or $88,672 at 6%; with 100% employer match about $99,756 at 4% or $66,504 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 1,420 | - | - | - |
| 2019 | 2 | 1,394 | $30,536,598 | $5,477,314 | $3,929iApproximate average salary by contribution assumption: employee only about $98,230 at 4% or $65,487 at 6%; with 50% employer match about $65,487 at 4% or $43,658 at 6%; with 100% employer match about $49,115 at 4% or $32,743 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 679 | $30,536,598 | $5,477,314 | $8,067iApproximate average salary by contribution assumption: employee only about $201,668 at 4% or $134,446 at 6%; with 50% employer match about $134,446 at 4% or $89,630 at 6%; with 100% employer match about $100,834 at 4% or $67,223 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 1,394 | - | - | - |
| 2018 | 2 | 1,172 | $21,140,766 | $4,553,559 | $3,885iApproximate average salary by contribution assumption: employee only about $97,132 at 4% or $64,755 at 6%; with 50% employer match about $64,755 at 4% or $43,170 at 6%; with 100% employer match about $48,566 at 4% or $32,377 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 560 | $21,140,766 | $4,553,559 | $8,131iApproximate average salary by contribution assumption: employee only about $203,284 at 4% or $135,523 at 6%; with 50% employer match about $135,523 at 4% or $90,348 at 6%; with 100% employer match about $101,642 at 4% or $67,761 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 1,172 | - | - | - |
| 2017 | 2 | 1,000 | $18,650,398 | $3,626,164 | $3,626iApproximate average salary by contribution assumption: employee only about $90,654 at 4% or $60,436 at 6%; with 50% employer match about $60,436 at 4% or $40,291 at 6%; with 100% employer match about $45,327 at 4% or $30,218 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 493 | $18,650,398 | $3,626,164 | $7,355iApproximate average salary by contribution assumption: employee only about $183,883 at 4% or $122,588 at 6%; with 50% employer match about $122,588 at 4% or $81,726 at 6%; with 100% employer match about $91,941 at 4% or $61,294 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 1,000 | - | - | - |
| 2016 | 2 | 895 | $13,142,304 | $3,821,416 | $4,270iApproximate average salary by contribution assumption: employee only about $106,743 at 4% or $71,162 at 6%; with 50% employer match about $71,162 at 4% or $47,442 at 6%; with 100% employer match about $53,372 at 4% or $35,581 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 420 | $13,142,304 | $3,821,416 | $9,099iApproximate average salary by contribution assumption: employee only about $227,465 at 4% or $151,643 at 6%; with 50% employer match about $151,643 at 4% or $101,096 at 6%; with 100% employer match about $113,733 at 4% or $75,822 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 895 | - | - | - |
| 2015 | 2 | 740 | $8,836,387 | $1,956,381 | $2,644iApproximate average salary by contribution assumption: employee only about $66,094 at 4% or $44,063 at 6%; with 50% employer match about $44,063 at 4% or $29,375 at 6%; with 100% employer match about $33,047 at 4% or $22,031 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 330 | $8,836,387 | $1,956,381 | $5,928iApproximate average salary by contribution assumption: employee only about $148,211 at 4% or $98,807 at 6%; with 50% employer match about $98,807 at 4% or $65,871 at 6%; with 100% employer match about $74,105 at 4% or $49,404 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 740 | - | - | - |
| 2014 | 2 | 579 | $7,100,499 | $1,873,414 | $3,236iApproximate average salary by contribution assumption: employee only about $80,890 at 4% or $53,927 at 6%; with 50% employer match about $53,927 at 4% or $35,951 at 6%; with 100% employer match about $40,445 at 4% or $26,963 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 279 | $7,100,499 | $1,873,414 | $6,715iApproximate average salary by contribution assumption: employee only about $167,869 at 4% or $111,912 at 6%; with 50% employer match about $111,912 at 4% or $74,608 at 6%; with 100% employer match about $83,934 at 4% or $55,956 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 579 | - | - | - |
| 2013 | 2 | 480 | $4,953,872 | $1,152,908 | $2,402iApproximate average salary by contribution assumption: employee only about $60,047 at 4% or $40,032 at 6%; with 50% employer match about $40,032 at 4% or $26,688 at 6%; with 100% employer match about $30,024 at 4% or $20,016 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 165 | $4,953,872 | $1,152,908 | $6,987iApproximate average salary by contribution assumption: employee only about $174,683 at 4% or $116,455 at 6%; with 50% employer match about $116,455 at 4% or $77,637 at 6%; with 100% employer match about $87,342 at 4% or $58,228 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 480 | - | - | - |
| 2012 | 2 | 155 | $3,474,664 | $963,598 | $6,217iApproximate average salary by contribution assumption: employee only about $155,419 at 4% or $103,613 at 6%; with 50% employer match about $103,613 at 4% or $69,075 at 6%; with 100% employer match about $77,710 at 4% or $51,806 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 111 | $3,474,664 | $963,598 | $8,681iApproximate average salary by contribution assumption: employee only about $217,027 at 4% or $144,684 at 6%; with 50% employer match about $144,684 at 4% or $96,456 at 6%; with 100% employer match about $108,513 at 4% or $72,342 at 6%. |
| Advisors Excel LLC Health and Welfare Plan | - | 155 | - | - | - |
| 2011 | 1 | 89 | $2,253,431 | $791,509 | $8,893iApproximate average salary by contribution assumption: employee only about $222,334 at 4% or $148,223 at 6%; with 50% employer match about $148,223 at 4% or $98,815 at 6%; with 100% employer match about $111,167 at 4% or $74,111 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 89 | $2,253,431 | $791,509 | $8,893iApproximate average salary by contribution assumption: employee only about $222,334 at 4% or $148,223 at 6%; with 50% employer match about $148,223 at 4% or $98,815 at 6%; with 100% employer match about $111,167 at 4% or $74,111 at 6%. |
| 2010 | 1 | 66 | $1,535,533 | $569,429 | $8,628iApproximate average salary by contribution assumption: employee only about $215,693 at 4% or $143,795 at 6%; with 50% employer match about $143,795 at 4% or $95,863 at 6%; with 100% employer match about $107,846 at 4% or $71,898 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 66 | $1,535,533 | $569,429 | $8,628iApproximate average salary by contribution assumption: employee only about $215,693 at 4% or $143,795 at 6%; with 50% employer match about $143,795 at 4% or $95,863 at 6%; with 100% employer match about $107,846 at 4% or $71,898 at 6%. |
| 2009 | 1 | 42 | $805,337 | $418,968 | $9,975iApproximate average salary by contribution assumption: employee only about $249,386 at 4% or $166,257 at 6%; with 50% employer match about $166,257 at 4% or $110,838 at 6%; with 100% employer match about $124,693 at 4% or $83,129 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 42 | $805,337 | $418,968 | $9,975iApproximate average salary by contribution assumption: employee only about $249,386 at 4% or $166,257 at 6%; with 50% employer match about $166,257 at 4% or $110,838 at 6%; with 100% employer match about $124,693 at 4% or $83,129 at 6%. |
| 2008 | 1 | 32 | $288,033 | $306,947 | $9,592iApproximate average salary by contribution assumption: employee only about $239,802 at 4% or $159,868 at 6%; with 50% employer match about $159,868 at 4% or $106,579 at 6%; with 100% employer match about $119,901 at 4% or $79,934 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 32 | $288,033 | $306,947 | $9,592iApproximate average salary by contribution assumption: employee only about $239,802 at 4% or $159,868 at 6%; with 50% employer match about $159,868 at 4% or $106,579 at 6%; with 100% employer match about $119,901 at 4% or $79,934 at 6%. |
| 2007 | 1 | 21 | $99,518 | $101,786 | $4,847iApproximate average salary by contribution assumption: employee only about $121,174 at 4% or $80,783 at 6%; with 50% employer match about $80,783 at 4% or $53,855 at 6%; with 100% employer match about $60,587 at 4% or $40,391 at 6%. |
| Advisors Excel LLC 401(K) P/S Plan | - | 21 | $99,518 | $101,786 | $4,847iApproximate average salary by contribution assumption: employee only about $121,174 at 4% or $80,783 at 6%; with 50% employer match about $80,783 at 4% or $53,855 at 6%; with 100% employer match about $60,587 at 4% or $40,391 at 6%. |