Civic Intelligence

Excellere Capital Management LLC

Plan context: Excellere Capital Management 401K Plan

EIN 20-5308873 • Denver, CO • 18 filings • 2 plans

3033 East First Ave. Suite 700Denver, CO 80206
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$7,950,398

2024 Contributions

$1,051,692

Historical Graphs

Total Assets Over Time

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

$7,950,398$3,975,199$0200720162024YearValue
$7,950,398Latest year 2024

Participants Over Time

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

24120200720162024YearValue
24Latest 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
2024124$7,950,398$1,051,692$43,821iApproximate average salary by contribution assumption: employee only about $1,095,513 at 4% or $730,342 at 6%; with 50% employer match about $730,342 at 4% or $486,894 at 6%; with 100% employer match about $547,756 at 4% or $365,171 at 6%.
Excellere Capital Management 401K Plan-24$7,950,398$1,051,692$43,821iApproximate average salary by contribution assumption: employee only about $1,095,513 at 4% or $730,342 at 6%; with 50% employer match about $730,342 at 4% or $486,894 at 6%; with 100% employer match about $547,756 at 4% or $365,171 at 6%.
2023122$6,885,859$884,613$40,210iApproximate average salary by contribution assumption: employee only about $1,005,242 at 4% or $670,161 at 6%; with 50% employer match about $670,161 at 4% or $446,774 at 6%; with 100% employer match about $502,621 at 4% or $335,081 at 6%.
Excellere Capital Management 401K Plan-22$6,885,859$884,613$40,210iApproximate average salary by contribution assumption: employee only about $1,005,242 at 4% or $670,161 at 6%; with 50% employer match about $670,161 at 4% or $446,774 at 6%; with 100% employer match about $502,621 at 4% or $335,081 at 6%.
2022123$5,303,944$539,715$23,466iApproximate average salary by contribution assumption: employee only about $586,647 at 4% or $391,098 at 6%; with 50% employer match about $391,098 at 4% or $260,732 at 6%; with 100% employer match about $293,323 at 4% or $195,549 at 6%.
Excellere Capital Management 401K Plan-23$5,303,944$539,715$23,466iApproximate average salary by contribution assumption: employee only about $586,647 at 4% or $391,098 at 6%; with 50% employer match about $391,098 at 4% or $260,732 at 6%; with 100% employer match about $293,323 at 4% or $195,549 at 6%.
2021120$5,944,179$479,969$23,998iApproximate average salary by contribution assumption: employee only about $599,961 at 4% or $399,974 at 6%; with 50% employer match about $399,974 at 4% or $266,649 at 6%; with 100% employer match about $299,981 at 4% or $199,987 at 6%.
Excellere Capital Management 401K Plan-20$5,944,179$479,969$23,998iApproximate average salary by contribution assumption: employee only about $599,961 at 4% or $399,974 at 6%; with 50% employer match about $399,974 at 4% or $266,649 at 6%; with 100% employer match about $299,981 at 4% or $199,987 at 6%.
2020121$4,755,325$462,683$22,033iApproximate average salary by contribution assumption: employee only about $550,813 at 4% or $367,209 at 6%; with 50% employer match about $367,209 at 4% or $244,806 at 6%; with 100% employer match about $275,407 at 4% or $183,604 at 6%.
Excellere Capital Management 401K Plan-21$4,755,325$462,683$22,033iApproximate average salary by contribution assumption: employee only about $550,813 at 4% or $367,209 at 6%; with 50% employer match about $367,209 at 4% or $244,806 at 6%; with 100% employer match about $275,407 at 4% or $183,604 at 6%.
2019117$4,097,443$387,511$22,795iApproximate average salary by contribution assumption: employee only about $569,869 at 4% or $379,913 at 6%; with 50% employer match about $379,913 at 4% or $253,275 at 6%; with 100% employer match about $284,935 at 4% or $189,956 at 6%.
Excellere Capital Management 401K Plan-17$4,097,443$387,511$22,795iApproximate average salary by contribution assumption: employee only about $569,869 at 4% or $379,913 at 6%; with 50% employer match about $379,913 at 4% or $253,275 at 6%; with 100% employer match about $284,935 at 4% or $189,956 at 6%.
2018117$3,092,093$408,618$24,036iApproximate average salary by contribution assumption: employee only about $600,909 at 4% or $400,606 at 6%; with 50% employer match about $400,606 at 4% or $267,071 at 6%; with 100% employer match about $300,454 at 4% or $200,303 at 6%.
Excellere Capital Management 401K Plan-17$3,092,093$408,618$24,036iApproximate average salary by contribution assumption: employee only about $600,909 at 4% or $400,606 at 6%; with 50% employer match about $400,606 at 4% or $267,071 at 6%; with 100% employer match about $300,454 at 4% or $200,303 at 6%.
2017117$2,975,536$364,289$21,429iApproximate average salary by contribution assumption: employee only about $535,719 at 4% or $357,146 at 6%; with 50% employer match about $357,146 at 4% or $238,097 at 6%; with 100% employer match about $267,860 at 4% or $178,573 at 6%.
Excellere Capital Management 401K Plan-17$2,975,536$364,289$21,429iApproximate average salary by contribution assumption: employee only about $535,719 at 4% or $357,146 at 6%; with 50% employer match about $357,146 at 4% or $238,097 at 6%; with 100% employer match about $267,860 at 4% or $178,573 at 6%.
2016116$2,259,713$344,804$21,550iApproximate average salary by contribution assumption: employee only about $538,756 at 4% or $359,171 at 6%; with 50% employer match about $359,171 at 4% or $239,447 at 6%; with 100% employer match about $269,378 at 4% or $179,585 at 6%.
Excellere Capital Management 401K Plan-16$2,259,713$344,804$21,550iApproximate average salary by contribution assumption: employee only about $538,756 at 4% or $359,171 at 6%; with 50% employer match about $359,171 at 4% or $239,447 at 6%; with 100% employer match about $269,378 at 4% or $179,585 at 6%.
2015118$2,218,427$365,718$20,318iApproximate average salary by contribution assumption: employee only about $507,942 at 4% or $338,628 at 6%; with 50% employer match about $338,628 at 4% or $225,752 at 6%; with 100% employer match about $253,971 at 4% or $169,314 at 6%.
Excellere Capital Management 401K Plan-18$2,218,427$365,718$20,318iApproximate average salary by contribution assumption: employee only about $507,942 at 4% or $338,628 at 6%; with 50% employer match about $338,628 at 4% or $225,752 at 6%; with 100% employer match about $253,971 at 4% or $169,314 at 6%.
2014114$1,924,106$251,380$17,956iApproximate average salary by contribution assumption: employee only about $448,893 at 4% or $299,262 at 6%; with 50% employer match about $299,262 at 4% or $199,508 at 6%; with 100% employer match about $224,446 at 4% or $149,631 at 6%.
Excellere Capital Management 401K Plan-14$1,924,106$251,380$17,956iApproximate average salary by contribution assumption: employee only about $448,893 at 4% or $299,262 at 6%; with 50% employer match about $299,262 at 4% or $199,508 at 6%; with 100% employer match about $224,446 at 4% or $149,631 at 6%.
2013113$1,616,844$256,441$19,726iApproximate average salary by contribution assumption: employee only about $493,156 at 4% or $328,771 at 6%; with 50% employer match about $328,771 at 4% or $219,180 at 6%; with 100% employer match about $246,578 at 4% or $164,385 at 6%.
Excellere Capital Management 401K Plan-13$1,616,844$256,441$19,726iApproximate average salary by contribution assumption: employee only about $493,156 at 4% or $328,771 at 6%; with 50% employer match about $328,771 at 4% or $219,180 at 6%; with 100% employer match about $246,578 at 4% or $164,385 at 6%.
2012112$1,389,632$245,282$20,440iApproximate average salary by contribution assumption: employee only about $511,004 at 4% or $340,669 at 6%; with 50% employer match about $340,669 at 4% or $227,113 at 6%; with 100% employer match about $255,502 at 4% or $170,335 at 6%.
Excellere Capital Management 401K Plan-12$1,389,632$245,282$20,440iApproximate average salary by contribution assumption: employee only about $511,004 at 4% or $340,669 at 6%; with 50% employer match about $340,669 at 4% or $227,113 at 6%; with 100% employer match about $255,502 at 4% or $170,335 at 6%.
2011110$1,009,494$174,287$17,429iApproximate average salary by contribution assumption: employee only about $435,718 at 4% or $290,478 at 6%; with 50% employer match about $290,478 at 4% or $193,652 at 6%; with 100% employer match about $217,859 at 4% or $145,239 at 6%.
Excellere Capital Management 401K Plan-10$1,009,494$174,287$17,429iApproximate average salary by contribution assumption: employee only about $435,718 at 4% or $290,478 at 6%; with 50% employer match about $290,478 at 4% or $193,652 at 6%; with 100% employer match about $217,859 at 4% or $145,239 at 6%.
2010110$859,283$293,209$29,321iApproximate average salary by contribution assumption: employee only about $733,023 at 4% or $488,682 at 6%; with 50% employer match about $488,682 at 4% or $325,788 at 6%; with 100% employer match about $366,511 at 4% or $244,341 at 6%.
Excellere Capital Management 401K Plan-10$859,283$293,209$29,321iApproximate average salary by contribution assumption: employee only about $733,023 at 4% or $488,682 at 6%; with 50% employer match about $488,682 at 4% or $325,788 at 6%; with 100% employer match about $366,511 at 4% or $244,341 at 6%.
2009110$514,991$159,145$15,915iApproximate average salary by contribution assumption: employee only about $397,863 at 4% or $265,242 at 6%; with 50% employer match about $265,242 at 4% or $176,828 at 6%; with 100% employer match about $198,931 at 4% or $132,621 at 6%.
Excellere Capital Management 401K Plan-10$514,991$159,145$15,915iApproximate average salary by contribution assumption: employee only about $397,863 at 4% or $265,242 at 6%; with 50% employer match about $265,242 at 4% or $176,828 at 6%; with 100% employer match about $198,931 at 4% or $132,621 at 6%.
200819$460,276$322,131$35,792iApproximate average salary by contribution assumption: employee only about $894,808 at 4% or $596,539 at 6%; with 50% employer match about $596,539 at 4% or $397,693 at 6%; with 100% employer match about $447,404 at 4% or $298,269 at 6%.
Excellere Capital Management 401K Plan-9$460,276$322,131$35,792iApproximate average salary by contribution assumption: employee only about $894,808 at 4% or $596,539 at 6%; with 50% employer match about $596,539 at 4% or $397,693 at 6%; with 100% employer match about $447,404 at 4% or $298,269 at 6%.
200714$180,000$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Excellere Capital Management 401K Plan-4$180,000$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.