Civic Intelligence

Excel Trust LP

Plan context: Excel Trust LP 401K Plan

EIN 27-1495445 • San Diego, CA • 16 filings • 3 plans

17140 Bernardo Center Dr. Suite 31San Diego, CA 92128
Current Snapshot

Latest Year

2024

2024 Participants

139

2024 Assets

$5,338,144

2024 Contributions

$8,928

Historical Graphs

Total Assets Over Time

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

$5,338,144$2,669,072$0201020142017YearValue
$5,338,144Latest year 2017

Participants Over Time

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

164820201020172023YearValue
139Latest year 2023

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
202410$0$0-
Shopcore Properties, L.P. Welfare Benefit Plan-0---
20231139$0$0-
Shopcore Properties, L.P. Welfare Benefit Plan-139---
20221164$0$0-
Shopcore Properties, L.P. Welfare Benefit Plan-164---
20211139$0$0-
Shopcore Properties, L.P. Welfare Benefit Plan-139---
20201139$0$0-
Shopcore Properties, L.P. Welfare Benefit Plan-139---
20191132$0$0-
Shopcore Properties, L.P. Welfare Benefit Plan-132---
20182123$0$8,928$73iApproximate average salary by contribution assumption: employee only about $1,815 at 4% or $1,210 at 6%; with 50% employer match about $1,210 at 4% or $807 at 6%; with 100% employer match about $907 at 4% or $605 at 6%.
Excel Trust LP 401K Plan-0-$8,928-
Shopcore Properties, L.P. Welfare Benefit Plan-123---
20171124$5,338,144$1,577,272$12,720iApproximate average salary by contribution assumption: employee only about $317,998 at 4% or $211,999 at 6%; with 50% employer match about $211,999 at 4% or $141,333 at 6%; with 100% employer match about $158,999 at 4% or $105,999 at 6%.
Excel Trust LP 401K Plan-124$5,338,144$1,577,272$12,720iApproximate average salary by contribution assumption: employee only about $317,998 at 4% or $211,999 at 6%; with 50% employer match about $211,999 at 4% or $141,333 at 6%; with 100% employer match about $158,999 at 4% or $105,999 at 6%.
20161112$4,258,475$1,031,653$9,211iApproximate average salary by contribution assumption: employee only about $230,280 at 4% or $153,520 at 6%; with 50% employer match about $153,520 at 4% or $102,347 at 6%; with 100% employer match about $115,140 at 4% or $76,760 at 6%.
Excel Trust LP 401K Plan-112$4,258,475$1,031,653$9,211iApproximate average salary by contribution assumption: employee only about $230,280 at 4% or $153,520 at 6%; with 50% employer match about $153,520 at 4% or $102,347 at 6%; with 100% employer match about $115,140 at 4% or $76,760 at 6%.
2015164$4,287,576$655,559$10,243iApproximate average salary by contribution assumption: employee only about $256,078 at 4% or $170,718 at 6%; with 50% employer match about $170,718 at 4% or $113,812 at 6%; with 100% employer match about $128,039 at 4% or $85,359 at 6%.
Excel Trust LP 401K Plan-64$4,287,576$655,559$10,243iApproximate average salary by contribution assumption: employee only about $256,078 at 4% or $170,718 at 6%; with 50% employer match about $170,718 at 4% or $113,812 at 6%; with 100% employer match about $128,039 at 4% or $85,359 at 6%.
2014176$3,919,413$598,625$7,877iApproximate average salary by contribution assumption: employee only about $196,916 at 4% or $131,277 at 6%; with 50% employer match about $131,277 at 4% or $87,518 at 6%; with 100% employer match about $98,458 at 4% or $65,639 at 6%.
Excel Trust LP 401K Plan-76$3,919,413$598,625$7,877iApproximate average salary by contribution assumption: employee only about $196,916 at 4% or $131,277 at 6%; with 50% employer match about $131,277 at 4% or $87,518 at 6%; with 100% employer match about $98,458 at 4% or $65,639 at 6%.
2013163$3,358,527$565,450$8,975iApproximate average salary by contribution assumption: employee only about $224,385 at 4% or $149,590 at 6%; with 50% employer match about $149,590 at 4% or $99,727 at 6%; with 100% employer match about $112,192 at 4% or $74,795 at 6%.
Excel Trust LP 401K Plan-63$3,358,527$565,450$8,975iApproximate average salary by contribution assumption: employee only about $224,385 at 4% or $149,590 at 6%; with 50% employer match about $149,590 at 4% or $99,727 at 6%; with 100% employer match about $112,192 at 4% or $74,795 at 6%.
2012147$2,260,768$625,530$13,309iApproximate average salary by contribution assumption: employee only about $332,729 at 4% or $221,819 at 6%; with 50% employer match about $221,819 at 4% or $147,879 at 6%; with 100% employer match about $166,364 at 4% or $110,910 at 6%.
Excel Trust LP 401K Plan-47$2,260,768$625,530$13,309iApproximate average salary by contribution assumption: employee only about $332,729 at 4% or $221,819 at 6%; with 50% employer match about $221,819 at 4% or $147,879 at 6%; with 100% employer match about $166,364 at 4% or $110,910 at 6%.
2011140$1,413,646$298,823$7,471iApproximate average salary by contribution assumption: employee only about $186,764 at 4% or $124,510 at 6%; with 50% employer match about $124,510 at 4% or $83,006 at 6%; with 100% employer match about $93,382 at 4% or $62,255 at 6%.
Excel Trust LP 401K Plan-40$1,413,646$298,823$7,471iApproximate average salary by contribution assumption: employee only about $186,764 at 4% or $124,510 at 6%; with 50% employer match about $124,510 at 4% or $83,006 at 6%; with 100% employer match about $93,382 at 4% or $62,255 at 6%.
2010128$1,165,744$187,454$6,695iApproximate average salary by contribution assumption: employee only about $167,370 at 4% or $111,580 at 6%; with 50% employer match about $111,580 at 4% or $74,387 at 6%; with 100% employer match about $83,685 at 4% or $55,790 at 6%.
Excel Trust LP 401K Plan-28$1,165,744$187,454$6,695iApproximate average salary by contribution assumption: employee only about $167,370 at 4% or $111,580 at 6%; with 50% employer match about $111,580 at 4% or $74,387 at 6%; with 100% employer match about $83,685 at 4% or $55,790 at 6%.