Civic Intelligence

Excelsior Integrated Inc.

Plan context: Excelsior Integrated Inc. 401(K) Plan

EIN 20-3364202 • Lee, MA • 20 filings • 3 plans

705 Pleasant StreetLee, MA 01238
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$3,842,820

2024 Contributions

$170,522

Historical Graphs

Total Assets Over Time

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

$4,826,080$2,413,040$0200520152024YearValue
$3,842,820Latest year 2024

Participants Over Time

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

45230200520152024YearValue
33Latest 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
2024133$3,842,820$170,522$5,167iApproximate average salary by contribution assumption: employee only about $129,183 at 4% or $86,122 at 6%; with 50% employer match about $86,122 at 4% or $57,415 at 6%; with 100% employer match about $64,592 at 4% or $43,061 at 6%.
Excelsior Integrated Inc. 401(K) Plan-33$3,842,820$170,522$5,167iApproximate average salary by contribution assumption: employee only about $129,183 at 4% or $86,122 at 6%; with 50% employer match about $86,122 at 4% or $57,415 at 6%; with 100% employer match about $64,592 at 4% or $43,061 at 6%.
2023132$3,351,294$142,767$4,461iApproximate average salary by contribution assumption: employee only about $111,537 at 4% or $74,358 at 6%; with 50% employer match about $74,358 at 4% or $49,572 at 6%; with 100% employer match about $55,768 at 4% or $37,179 at 6%.
Excelsior Integrated Inc. 401(K) Plan-32$3,351,294$142,767$4,461iApproximate average salary by contribution assumption: employee only about $111,537 at 4% or $74,358 at 6%; with 50% employer match about $74,358 at 4% or $49,572 at 6%; with 100% employer match about $55,768 at 4% or $37,179 at 6%.
2022128$2,927,789$120,282$4,296iApproximate average salary by contribution assumption: employee only about $107,395 at 4% or $71,596 at 6%; with 50% employer match about $71,596 at 4% or $47,731 at 6%; with 100% employer match about $53,697 at 4% or $35,798 at 6%.
Excelsior Integrated Inc. 401(K) Plan-28$2,927,789$120,282$4,296iApproximate average salary by contribution assumption: employee only about $107,395 at 4% or $71,596 at 6%; with 50% employer match about $71,596 at 4% or $47,731 at 6%; with 100% employer match about $53,697 at 4% or $35,798 at 6%.
2021131$3,434,435$131,760$4,250iApproximate average salary by contribution assumption: employee only about $106,258 at 4% or $70,839 at 6%; with 50% employer match about $70,839 at 4% or $47,226 at 6%; with 100% employer match about $53,129 at 4% or $35,419 at 6%.
Excelsior Integrated Inc. 401(K) Plan-31$3,434,435$131,760$4,250iApproximate average salary by contribution assumption: employee only about $106,258 at 4% or $70,839 at 6%; with 50% employer match about $70,839 at 4% or $47,226 at 6%; with 100% employer match about $53,129 at 4% or $35,419 at 6%.
2020132$3,277,087$187,834$5,870iApproximate average salary by contribution assumption: employee only about $146,745 at 4% or $97,830 at 6%; with 50% employer match about $97,830 at 4% or $65,220 at 6%; with 100% employer match about $73,373 at 4% or $48,915 at 6%.
Excelsior Integrated Inc. 401(K) Plan-32$3,277,087$187,834$5,870iApproximate average salary by contribution assumption: employee only about $146,745 at 4% or $97,830 at 6%; with 50% employer match about $97,830 at 4% or $65,220 at 6%; with 100% employer match about $73,373 at 4% or $48,915 at 6%.
2019136$3,245,543$203,655$5,657iApproximate average salary by contribution assumption: employee only about $141,427 at 4% or $94,285 at 6%; with 50% employer match about $94,285 at 4% or $62,856 at 6%; with 100% employer match about $70,714 at 4% or $47,142 at 6%.
Excelsior Integrated Inc. 401(K) Plan-36$3,245,543$203,655$5,657iApproximate average salary by contribution assumption: employee only about $141,427 at 4% or $94,285 at 6%; with 50% employer match about $94,285 at 4% or $62,856 at 6%; with 100% employer match about $70,714 at 4% or $47,142 at 6%.
2018134$3,691,047$202,910$5,968iApproximate average salary by contribution assumption: employee only about $149,199 at 4% or $99,466 at 6%; with 50% employer match about $99,466 at 4% or $66,310 at 6%; with 100% employer match about $74,599 at 4% or $49,733 at 6%.
Excelsior Integrated Inc. 401(K) Plan-34$3,691,047$202,910$5,968iApproximate average salary by contribution assumption: employee only about $149,199 at 4% or $99,466 at 6%; with 50% employer match about $99,466 at 4% or $66,310 at 6%; with 100% employer match about $74,599 at 4% or $49,733 at 6%.
2017126$3,713,881$164,300$6,319iApproximate average salary by contribution assumption: employee only about $157,981 at 4% or $105,321 at 6%; with 50% employer match about $105,321 at 4% or $70,214 at 6%; with 100% employer match about $78,990 at 4% or $52,660 at 6%.
Excelsior Integrated Inc. 401(K) Plan-26$3,713,881$164,300$6,319iApproximate average salary by contribution assumption: employee only about $157,981 at 4% or $105,321 at 6%; with 50% employer match about $105,321 at 4% or $70,214 at 6%; with 100% employer match about $78,990 at 4% or $52,660 at 6%.
2016130$3,580,575$319,603$10,653iApproximate average salary by contribution assumption: employee only about $266,336 at 4% or $177,557 at 6%; with 50% employer match about $177,557 at 4% or $118,371 at 6%; with 100% employer match about $133,168 at 4% or $88,779 at 6%.
Excelsior Integrated Inc. 401(K) Plan-30$3,580,575$319,603$10,653iApproximate average salary by contribution assumption: employee only about $266,336 at 4% or $177,557 at 6%; with 50% employer match about $177,557 at 4% or $118,371 at 6%; with 100% employer match about $133,168 at 4% or $88,779 at 6%.
2015131$3,523,578$185,419$5,981iApproximate average salary by contribution assumption: employee only about $149,531 at 4% or $99,688 at 6%; with 50% employer match about $99,688 at 4% or $66,458 at 6%; with 100% employer match about $74,766 at 4% or $49,844 at 6%.
Excelsior Integrated Inc. 401(K) Plan-31$3,523,578$185,419$5,981iApproximate average salary by contribution assumption: employee only about $149,531 at 4% or $99,688 at 6%; with 50% employer match about $99,688 at 4% or $66,458 at 6%; with 100% employer match about $74,766 at 4% or $49,844 at 6%.
2014137$4,777,064$251,630$6,801iApproximate average salary by contribution assumption: employee only about $170,020 at 4% or $113,347 at 6%; with 50% employer match about $113,347 at 4% or $75,565 at 6%; with 100% employer match about $85,010 at 4% or $56,673 at 6%.
Excelsior Integrated Inc. 401(K) Plan-37$4,777,064$251,630$6,801iApproximate average salary by contribution assumption: employee only about $170,020 at 4% or $113,347 at 6%; with 50% employer match about $113,347 at 4% or $75,565 at 6%; with 100% employer match about $85,010 at 4% or $56,673 at 6%.
2013137$4,826,080$232,532$6,285iApproximate average salary by contribution assumption: employee only about $157,116 at 4% or $104,744 at 6%; with 50% employer match about $104,744 at 4% or $69,829 at 6%; with 100% employer match about $78,558 at 4% or $52,372 at 6%.
Excelsior Integrated Inc. 401(K) Plan-37$4,826,080$232,532$6,285iApproximate average salary by contribution assumption: employee only about $157,116 at 4% or $104,744 at 6%; with 50% employer match about $104,744 at 4% or $69,829 at 6%; with 100% employer match about $78,558 at 4% or $52,372 at 6%.
2012136$3,981,947$729,508$20,264iApproximate average salary by contribution assumption: employee only about $506,603 at 4% or $337,735 at 6%; with 50% employer match about $337,735 at 4% or $225,157 at 6%; with 100% employer match about $253,301 at 4% or $168,868 at 6%.
Excelsior Integrated Inc. 401(K) Plan-36$3,981,947$729,508$20,264iApproximate average salary by contribution assumption: employee only about $506,603 at 4% or $337,735 at 6%; with 50% employer match about $337,735 at 4% or $225,157 at 6%; with 100% employer match about $253,301 at 4% or $168,868 at 6%.
2011135$3,084,617$575,255$16,436iApproximate average salary by contribution assumption: employee only about $410,896 at 4% or $273,931 at 6%; with 50% employer match about $273,931 at 4% or $182,621 at 6%; with 100% employer match about $205,448 at 4% or $136,965 at 6%.
Excelsior Integrated Inc. 401(K) Plan-35$3,084,617$575,255$16,436iApproximate average salary by contribution assumption: employee only about $410,896 at 4% or $273,931 at 6%; with 50% employer match about $273,931 at 4% or $182,621 at 6%; with 100% employer match about $205,448 at 4% or $136,965 at 6%.
2010133$2,654,015$174,978$5,302iApproximate average salary by contribution assumption: employee only about $132,559 at 4% or $88,373 at 6%; with 50% employer match about $88,373 at 4% or $58,915 at 6%; with 100% employer match about $66,280 at 4% or $44,186 at 6%.
Excelsior Integrated Inc. 401(K) Plan-33$2,654,015$174,978$5,302iApproximate average salary by contribution assumption: employee only about $132,559 at 4% or $88,373 at 6%; with 50% employer match about $88,373 at 4% or $58,915 at 6%; with 100% employer match about $66,280 at 4% or $44,186 at 6%.
2009135$2,498,789$177,574$5,074iApproximate average salary by contribution assumption: employee only about $126,839 at 4% or $84,559 at 6%; with 50% employer match about $84,559 at 4% or $56,373 at 6%; with 100% employer match about $63,419 at 4% or $42,280 at 6%.
Excelsior Integrated Inc. 401(K) Plan-35$2,498,789$177,574$5,074iApproximate average salary by contribution assumption: employee only about $126,839 at 4% or $84,559 at 6%; with 50% employer match about $84,559 at 4% or $56,373 at 6%; with 100% employer match about $63,419 at 4% or $42,280 at 6%.
2008145$2,179,710$236,462$5,255iApproximate average salary by contribution assumption: employee only about $131,368 at 4% or $87,579 at 6%; with 50% employer match about $87,579 at 4% or $58,386 at 6%; with 100% employer match about $65,684 at 4% or $43,789 at 6%.
Excelsior Integrated Inc. 401(K) Plan-45$2,179,710$236,462$5,255iApproximate average salary by contribution assumption: employee only about $131,368 at 4% or $87,579 at 6%; with 50% employer match about $87,579 at 4% or $58,386 at 6%; with 100% employer match about $65,684 at 4% or $43,789 at 6%.
2007145$3,172,457$223,630$4,970iApproximate average salary by contribution assumption: employee only about $124,239 at 4% or $82,826 at 6%; with 50% employer match about $82,826 at 4% or $55,217 at 6%; with 100% employer match about $62,119 at 4% or $41,413 at 6%.
Excelsior Integrated Inc. 401(K) Plan-45$3,172,457$223,630$4,970iApproximate average salary by contribution assumption: employee only about $124,239 at 4% or $82,826 at 6%; with 50% employer match about $82,826 at 4% or $55,217 at 6%; with 100% employer match about $62,119 at 4% or $41,413 at 6%.
2006145$2,761,218$223,372$4,964iApproximate average salary by contribution assumption: employee only about $124,096 at 4% or $82,730 at 6%; with 50% employer match about $82,730 at 4% or $55,154 at 6%; with 100% employer match about $62,048 at 4% or $41,365 at 6%.
Excelsior Integrated Inc. 401(K) Plan-45$2,761,218$223,372$4,964iApproximate average salary by contribution assumption: employee only about $124,096 at 4% or $82,730 at 6%; with 50% employer match about $82,730 at 4% or $55,154 at 6%; with 100% employer match about $62,048 at 4% or $41,365 at 6%.
2005134$2,245,998$2,186,977$64,323iApproximate average salary by contribution assumption: employee only about $1,608,071 at 4% or $1,072,048 at 6%; with 50% employer match about $1,072,048 at 4% or $714,698 at 6%; with 100% employer match about $804,036 at 4% or $536,024 at 6%.
Excelsior Integrated Inc. 401(K) Plan-34$2,245,998$2,186,977$64,323iApproximate average salary by contribution assumption: employee only about $1,608,071 at 4% or $1,072,048 at 6%; with 50% employer match about $1,072,048 at 4% or $714,698 at 6%; with 100% employer match about $804,036 at 4% or $536,024 at 6%.