Civic Intelligence

The Excelsior Management Inc.

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

EIN 26-1540782 • St. Louis Park, MN • 22 filings • 5 plans

1660 Highway 100 South, Suite 400St. Louis Park, MN 55416
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$7,962,238

2021 Contributions

$553,478

Historical Graphs

Total Assets Over Time

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

$7,962,238$3,981,119$0200820152020YearValue
$7,962,238Latest year 2020

Participants Over Time

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

177890200820162021YearValue
6Latest year 2021

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
202136$0$553,478$92,246iApproximate average salary by contribution assumption: employee only about $2,306,158 at 4% or $1,537,439 at 6%; with 50% employer match about $1,537,439 at 4% or $1,024,959 at 6%; with 100% employer match about $1,153,079 at 4% or $768,719 at 6%.
Excelsior Management LLC Welfare Plan-2---
Excelsior Management LLC Health Plan-6---
Excelsior Management Inc. 401(K) Plan-0-$553,478-
20203150$7,962,238$1,295,021$8,633iApproximate average salary by contribution assumption: employee only about $215,837 at 4% or $143,891 at 6%; with 50% employer match about $143,891 at 4% or $95,927 at 6%; with 100% employer match about $107,918 at 4% or $71,946 at 6%.
Excelsior Management Inc. 401(K) Plan-145$7,962,238$1,295,021$8,931iApproximate average salary by contribution assumption: employee only about $223,279 at 4% or $148,853 at 6%; with 50% employer match about $148,853 at 4% or $99,235 at 6%; with 100% employer match about $111,640 at 4% or $74,426 at 6%.
Excelsior Management LLC Welfare Plan-150---
Excelsior Management LLC Health Plan-120---
20193174$6,169,799$1,517,547$8,722iApproximate average salary by contribution assumption: employee only about $218,038 at 4% or $145,359 at 6%; with 50% employer match about $145,359 at 4% or $96,906 at 6%; with 100% employer match about $109,019 at 4% or $72,679 at 6%.
Excelsior Management Inc. 401(K) Plan-166$6,169,799$1,517,547$9,142iApproximate average salary by contribution assumption: employee only about $228,546 at 4% or $152,364 at 6%; with 50% employer match about $152,364 at 4% or $101,576 at 6%; with 100% employer match about $114,273 at 4% or $76,182 at 6%.
Excelsior Management LLC Welfare Plan-174---
Excelsior Management LLC Health Plan-139---
20183177$4,008,105$975,339$5,510iApproximate average salary by contribution assumption: employee only about $137,760 at 4% or $91,840 at 6%; with 50% employer match about $91,840 at 4% or $61,227 at 6%; with 100% employer match about $68,880 at 4% or $45,920 at 6%.
Excelsior Management Inc. 401(K) Plan-136$4,008,105$975,339$7,172iApproximate average salary by contribution assumption: employee only about $179,290 at 4% or $119,527 at 6%; with 50% employer match about $119,527 at 4% or $79,685 at 6%; with 100% employer match about $89,645 at 4% or $59,763 at 6%.
Excelsior Management LLC Welfare Plan-177---
Excelsior Management LLC Health Plan-137---
20172145$3,818,170$701,074$4,835iApproximate average salary by contribution assumption: employee only about $120,875 at 4% or $80,583 at 6%; with 50% employer match about $80,583 at 4% or $53,722 at 6%; with 100% employer match about $60,437 at 4% or $40,292 at 6%.
Excelsior Management Inc. 401(K) Plan-119$3,818,170$701,074$5,891iApproximate average salary by contribution assumption: employee only about $147,284 at 4% or $98,190 at 6%; with 50% employer match about $98,190 at 4% or $65,460 at 6%; with 100% employer match about $73,642 at 4% or $49,095 at 6%.
Excelsior Management LLC Welfare Plan-145---
20161103$2,674,686$680,859$6,610iApproximate average salary by contribution assumption: employee only about $165,257 at 4% or $110,171 at 6%; with 50% employer match about $110,171 at 4% or $73,448 at 6%; with 100% employer match about $82,629 at 4% or $55,086 at 6%.
Excelsior Management Inc. 401(K) Plan-103$2,674,686$680,859$6,610iApproximate average salary by contribution assumption: employee only about $165,257 at 4% or $110,171 at 6%; with 50% employer match about $110,171 at 4% or $73,448 at 6%; with 100% employer match about $82,629 at 4% or $55,086 at 6%.
2015151$1,913,892$513,721$10,073iApproximate average salary by contribution assumption: employee only about $251,824 at 4% or $167,883 at 6%; with 50% employer match about $167,883 at 4% or $111,922 at 6%; with 100% employer match about $125,912 at 4% or $83,941 at 6%.
Excelsior Management Inc. 401(K) Plan-51$1,913,892$513,721$10,073iApproximate average salary by contribution assumption: employee only about $251,824 at 4% or $167,883 at 6%; with 50% employer match about $167,883 at 4% or $111,922 at 6%; with 100% employer match about $125,912 at 4% or $83,941 at 6%.
2014135$1,535,365$244,609$6,989iApproximate average salary by contribution assumption: employee only about $174,721 at 4% or $116,480 at 6%; with 50% employer match about $116,480 at 4% or $77,654 at 6%; with 100% employer match about $87,360 at 4% or $58,240 at 6%.
Excelsior Management Inc. 401(K) Plan-35$1,535,365$244,609$6,989iApproximate average salary by contribution assumption: employee only about $174,721 at 4% or $116,480 at 6%; with 50% employer match about $116,480 at 4% or $77,654 at 6%; with 100% employer match about $87,360 at 4% or $58,240 at 6%.
2013127$1,217,285$446,208$16,526iApproximate average salary by contribution assumption: employee only about $413,156 at 4% or $275,437 at 6%; with 50% employer match about $275,437 at 4% or $183,625 at 6%; with 100% employer match about $206,578 at 4% or $137,719 at 6%.
Excelsior Management Inc. 401(K) Plan-27$1,217,285$446,208$16,526iApproximate average salary by contribution assumption: employee only about $413,156 at 4% or $275,437 at 6%; with 50% employer match about $275,437 at 4% or $183,625 at 6%; with 100% employer match about $206,578 at 4% or $137,719 at 6%.
2012125$615,660$20,591$824iApproximate average salary by contribution assumption: employee only about $20,591 at 4% or $13,727 at 6%; with 50% employer match about $13,727 at 4% or $9,152 at 6%; with 100% employer match about $10,296 at 4% or $6,864 at 6%.
Excelsior Management Inc. 401(K) Plan-25$615,660$20,591$824iApproximate average salary by contribution assumption: employee only about $20,591 at 4% or $13,727 at 6%; with 50% employer match about $13,727 at 4% or $9,152 at 6%; with 100% employer match about $10,296 at 4% or $6,864 at 6%.
201010$0$48,809-
The Excelsior Management Inc. 401K Profit Sharing Plan-0$0$48,809-
2009110$222,571$55,156$5,516iApproximate average salary by contribution assumption: employee only about $137,890 at 4% or $91,927 at 6%; with 50% employer match about $91,927 at 4% or $61,284 at 6%; with 100% employer match about $68,945 at 4% or $45,963 at 6%.
The Excelsior Management Inc. 401K Profit Sharing Plan-10$222,571$55,156$5,516iApproximate average salary by contribution assumption: employee only about $137,890 at 4% or $91,927 at 6%; with 50% employer match about $91,927 at 4% or $61,284 at 6%; with 100% employer match about $68,945 at 4% or $45,963 at 6%.
2008116$124,266$73,543$4,596iApproximate average salary by contribution assumption: employee only about $114,911 at 4% or $76,607 at 6%; with 50% employer match about $76,607 at 4% or $51,072 at 6%; with 100% employer match about $57,455 at 4% or $38,304 at 6%.
The Excelsior Management Inc. 401K Profit Sharing Plan-16$124,266$73,543$4,596iApproximate average salary by contribution assumption: employee only about $114,911 at 4% or $76,607 at 6%; with 50% employer match about $76,607 at 4% or $51,072 at 6%; with 100% employer match about $57,455 at 4% or $38,304 at 6%.