Civic Intelligence

Excel Occupational Therapy Ser

Plan context: Excel Occupational Therapy Ser 401 K Profit Sharing Plan Trust

EIN 27-0413013 • Bayside, NY • 3 filings • 2 plans

3802 212th StBayside, NY 11361-2035
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$26,643

2016 Contributions

$7,600

Historical Graphs

Total Assets Over Time

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

$26,643$13,322$020142015YearValue
$26,643Latest year 2015

Participants Over Time

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

21020142015YearValue
2Latest year 2015

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
201610$0$7,600-
Excel Occupational Therapy Ser 401 K Profit Sharing Plan Trust-0$0$7,600-
201512$26,643$26,900$13,450iApproximate average salary by contribution assumption: employee only about $336,250 at 4% or $224,167 at 6%; with 50% employer match about $224,167 at 4% or $149,444 at 6%; with 100% employer match about $168,125 at 4% or $112,083 at 6%.
Excel Occupational Therapy Ser 401 K Profit Sharing Plan Trust-2$26,643$26,900$13,450iApproximate average salary by contribution assumption: employee only about $336,250 at 4% or $224,167 at 6%; with 50% employer match about $224,167 at 4% or $149,444 at 6%; with 100% employer match about $168,125 at 4% or $112,083 at 6%.
201411$991$1,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Excel Occupational Therapy Ser 401 K Profit Sharing Plan Trust-1$991$1,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.