Civic Intelligence

Excel Mortgage Corp USA

Plan context: Excel Mortgage Corp USA 401(K) P/S Plan

EIN 20-8190600 • Paoli, PA • 16 filings • 1 plans

73 Chestnut Rd Ste 4Paoli, PA 19301
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,774,403

2024 Contributions

$32,959

Historical Graphs

Total Assets Over Time

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

$1,774,403$887,202$0200920172024YearValue
$1,774,403Latest year 2024

Participants Over Time

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

420201020172024YearValue
4Latest 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
202414$1,774,403$32,959$8,240iApproximate average salary by contribution assumption: employee only about $205,994 at 4% or $137,329 at 6%; with 50% employer match about $137,329 at 4% or $91,553 at 6%; with 100% employer match about $102,997 at 4% or $68,665 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$1,774,403$32,959$8,240iApproximate average salary by contribution assumption: employee only about $205,994 at 4% or $137,329 at 6%; with 50% employer match about $137,329 at 4% or $91,553 at 6%; with 100% employer match about $102,997 at 4% or $68,665 at 6%.
202314$1,482,659$26,281$6,570iApproximate average salary by contribution assumption: employee only about $164,256 at 4% or $109,504 at 6%; with 50% employer match about $109,504 at 4% or $73,003 at 6%; with 100% employer match about $82,128 at 4% or $54,752 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$1,482,659$26,281$6,570iApproximate average salary by contribution assumption: employee only about $164,256 at 4% or $109,504 at 6%; with 50% employer match about $109,504 at 4% or $73,003 at 6%; with 100% employer match about $82,128 at 4% or $54,752 at 6%.
202214$1,181,383$46,704$11,676iApproximate average salary by contribution assumption: employee only about $291,900 at 4% or $194,600 at 6%; with 50% employer match about $194,600 at 4% or $129,733 at 6%; with 100% employer match about $145,950 at 4% or $97,300 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$1,181,383$46,704$11,676iApproximate average salary by contribution assumption: employee only about $291,900 at 4% or $194,600 at 6%; with 50% employer match about $194,600 at 4% or $129,733 at 6%; with 100% employer match about $145,950 at 4% or $97,300 at 6%.
202114$1,420,661$97,366$24,342iApproximate average salary by contribution assumption: employee only about $608,538 at 4% or $405,692 at 6%; with 50% employer match about $405,692 at 4% or $270,461 at 6%; with 100% employer match about $304,269 at 4% or $202,846 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$1,420,661$97,366$24,342iApproximate average salary by contribution assumption: employee only about $608,538 at 4% or $405,692 at 6%; with 50% employer match about $405,692 at 4% or $270,461 at 6%; with 100% employer match about $304,269 at 4% or $202,846 at 6%.
202014$1,092,639$90,316$22,579iApproximate average salary by contribution assumption: employee only about $564,475 at 4% or $376,317 at 6%; with 50% employer match about $376,317 at 4% or $250,878 at 6%; with 100% employer match about $282,238 at 4% or $188,158 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$1,092,639$90,316$22,579iApproximate average salary by contribution assumption: employee only about $564,475 at 4% or $376,317 at 6%; with 50% employer match about $376,317 at 4% or $250,878 at 6%; with 100% employer match about $282,238 at 4% or $188,158 at 6%.
201914$845,829$58,842$14,711iApproximate average salary by contribution assumption: employee only about $367,763 at 4% or $245,175 at 6%; with 50% employer match about $245,175 at 4% or $163,450 at 6%; with 100% employer match about $183,881 at 4% or $122,588 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$845,829$58,842$14,711iApproximate average salary by contribution assumption: employee only about $367,763 at 4% or $245,175 at 6%; with 50% employer match about $245,175 at 4% or $163,450 at 6%; with 100% employer match about $183,881 at 4% or $122,588 at 6%.
201814$629,659$30,768$7,692iApproximate average salary by contribution assumption: employee only about $192,300 at 4% or $128,200 at 6%; with 50% employer match about $128,200 at 4% or $85,467 at 6%; with 100% employer match about $96,150 at 4% or $64,100 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$629,659$30,768$7,692iApproximate average salary by contribution assumption: employee only about $192,300 at 4% or $128,200 at 6%; with 50% employer match about $128,200 at 4% or $85,467 at 6%; with 100% employer match about $96,150 at 4% or $64,100 at 6%.
201714$649,725$44,874$11,219iApproximate average salary by contribution assumption: employee only about $280,463 at 4% or $186,975 at 6%; with 50% employer match about $186,975 at 4% or $124,650 at 6%; with 100% employer match about $140,231 at 4% or $93,488 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$649,725$44,874$11,219iApproximate average salary by contribution assumption: employee only about $280,463 at 4% or $186,975 at 6%; with 50% employer match about $186,975 at 4% or $124,650 at 6%; with 100% employer match about $140,231 at 4% or $93,488 at 6%.
201614$505,870$65,278$16,320iApproximate average salary by contribution assumption: employee only about $407,988 at 4% or $271,992 at 6%; with 50% employer match about $271,992 at 4% or $181,328 at 6%; with 100% employer match about $203,994 at 4% or $135,996 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$505,870$65,278$16,320iApproximate average salary by contribution assumption: employee only about $407,988 at 4% or $271,992 at 6%; with 50% employer match about $271,992 at 4% or $181,328 at 6%; with 100% employer match about $203,994 at 4% or $135,996 at 6%.
201514$396,329$51,703$12,926iApproximate average salary by contribution assumption: employee only about $323,144 at 4% or $215,429 at 6%; with 50% employer match about $215,429 at 4% or $143,619 at 6%; with 100% employer match about $161,572 at 4% or $107,715 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$396,329$51,703$12,926iApproximate average salary by contribution assumption: employee only about $323,144 at 4% or $215,429 at 6%; with 50% employer match about $215,429 at 4% or $143,619 at 6%; with 100% employer match about $161,572 at 4% or $107,715 at 6%.
201414$349,422$42,738$10,685iApproximate average salary by contribution assumption: employee only about $267,113 at 4% or $178,075 at 6%; with 50% employer match about $178,075 at 4% or $118,717 at 6%; with 100% employer match about $133,556 at 4% or $89,038 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$349,422$42,738$10,685iApproximate average salary by contribution assumption: employee only about $267,113 at 4% or $178,075 at 6%; with 50% employer match about $178,075 at 4% or $118,717 at 6%; with 100% employer match about $133,556 at 4% or $89,038 at 6%.
201314$285,488$41,857$10,464iApproximate average salary by contribution assumption: employee only about $261,606 at 4% or $174,404 at 6%; with 50% employer match about $174,404 at 4% or $116,269 at 6%; with 100% employer match about $130,803 at 4% or $87,202 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$285,488$41,857$10,464iApproximate average salary by contribution assumption: employee only about $261,606 at 4% or $174,404 at 6%; with 50% employer match about $174,404 at 4% or $116,269 at 6%; with 100% employer match about $130,803 at 4% or $87,202 at 6%.
201214$190,485$70,212$17,553iApproximate average salary by contribution assumption: employee only about $438,825 at 4% or $292,550 at 6%; with 50% employer match about $292,550 at 4% or $195,033 at 6%; with 100% employer match about $219,413 at 4% or $146,275 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$190,485$70,212$17,553iApproximate average salary by contribution assumption: employee only about $438,825 at 4% or $292,550 at 6%; with 50% employer match about $292,550 at 4% or $195,033 at 6%; with 100% employer match about $219,413 at 4% or $146,275 at 6%.
201114$102,314$41,817$10,454iApproximate average salary by contribution assumption: employee only about $261,356 at 4% or $174,238 at 6%; with 50% employer match about $174,238 at 4% or $116,158 at 6%; with 100% employer match about $130,678 at 4% or $87,119 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-4$102,314$41,817$10,454iApproximate average salary by contribution assumption: employee only about $261,356 at 4% or $174,238 at 6%; with 50% employer match about $174,238 at 4% or $116,158 at 6%; with 100% employer match about $130,678 at 4% or $87,119 at 6%.
201013$62,270$46,865$15,622iApproximate average salary by contribution assumption: employee only about $390,542 at 4% or $260,361 at 6%; with 50% employer match about $260,361 at 4% or $173,574 at 6%; with 100% employer match about $195,271 at 4% or $130,181 at 6%.
Excel Mortgage Corp USA 401(K) P/S Plan-3$62,270$46,865$15,622iApproximate average salary by contribution assumption: employee only about $390,542 at 4% or $260,361 at 6%; with 50% employer match about $260,361 at 4% or $173,574 at 6%; with 100% employer match about $195,271 at 4% or $130,181 at 6%.
200910$11,752$11,752-
Excel Mortgage Corp USA 401(K) P/S Plan-0$11,752$11,752-