Civic Intelligence

Excel Management Systems Inc.

Plan context: Excel Retirement Savings/ Profit Sharing 401(K) Plan

EIN 31-1270344 • Lewis Center, OH • 26 filings • 7 plans

8876 Whitney DriveLewis Center, OH 43035
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$561,073

2024 Contributions

$659

Historical Graphs

Total Assets Over Time

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

$5,341,706$2,670,853$0199920132024YearValue
$561,073Latest year 2024

Participants Over Time

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

126630199920122024YearValue
25Latest 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
2024125$561,073$0-
Excel Retirement Savings/ Profit Sharing 401(K) Plan-25$561,073--
2023132$648,732$659$21iApproximate average salary by contribution assumption: employee only about $515 at 4% or $343 at 6%; with 50% employer match about $343 at 4% or $229 at 6%; with 100% employer match about $257 at 4% or $172 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-32$648,732$659$21iApproximate average salary by contribution assumption: employee only about $515 at 4% or $343 at 6%; with 50% employer match about $343 at 4% or $229 at 6%; with 100% employer match about $257 at 4% or $172 at 6%.
2022139$864,910$3,329$85iApproximate average salary by contribution assumption: employee only about $2,134 at 4% or $1,423 at 6%; with 50% employer match about $1,423 at 4% or $948 at 6%; with 100% employer match about $1,067 at 4% or $711 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-39$864,910$3,329$85iApproximate average salary by contribution assumption: employee only about $2,134 at 4% or $1,423 at 6%; with 50% employer match about $1,423 at 4% or $948 at 6%; with 100% employer match about $1,067 at 4% or $711 at 6%.
2021146$2,036,162$40,517$881iApproximate average salary by contribution assumption: employee only about $22,020 at 4% or $14,680 at 6%; with 50% employer match about $14,680 at 4% or $9,787 at 6%; with 100% employer match about $11,010 at 4% or $7,340 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-46$2,036,162$40,517$881iApproximate average salary by contribution assumption: employee only about $22,020 at 4% or $14,680 at 6%; with 50% employer match about $14,680 at 4% or $9,787 at 6%; with 100% employer match about $11,010 at 4% or $7,340 at 6%.
2020149$1,940,445$41,562$848iApproximate average salary by contribution assumption: employee only about $21,205 at 4% or $14,137 at 6%; with 50% employer match about $14,137 at 4% or $9,424 at 6%; with 100% employer match about $10,603 at 4% or $7,068 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-49$1,940,445$41,562$848iApproximate average salary by contribution assumption: employee only about $21,205 at 4% or $14,137 at 6%; with 50% employer match about $14,137 at 4% or $9,424 at 6%; with 100% employer match about $10,603 at 4% or $7,068 at 6%.
2019150$1,690,891$27,645$553iApproximate average salary by contribution assumption: employee only about $13,823 at 4% or $9,215 at 6%; with 50% employer match about $9,215 at 4% or $6,143 at 6%; with 100% employer match about $6,911 at 4% or $4,608 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-50$1,690,891$27,645$553iApproximate average salary by contribution assumption: employee only about $13,823 at 4% or $9,215 at 6%; with 50% employer match about $9,215 at 4% or $6,143 at 6%; with 100% employer match about $6,911 at 4% or $4,608 at 6%.
2018152$1,437,105$23,490$452iApproximate average salary by contribution assumption: employee only about $11,293 at 4% or $7,529 at 6%; with 50% employer match about $7,529 at 4% or $5,019 at 6%; with 100% employer match about $5,647 at 4% or $3,764 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-52$1,437,105$23,490$452iApproximate average salary by contribution assumption: employee only about $11,293 at 4% or $7,529 at 6%; with 50% employer match about $7,529 at 4% or $5,019 at 6%; with 100% employer match about $5,647 at 4% or $3,764 at 6%.
2017152$1,507,805$31,929$614iApproximate average salary by contribution assumption: employee only about $15,350 at 4% or $10,234 at 6%; with 50% employer match about $10,234 at 4% or $6,822 at 6%; with 100% employer match about $7,675 at 4% or $5,117 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-52$1,507,805$31,929$614iApproximate average salary by contribution assumption: employee only about $15,350 at 4% or $10,234 at 6%; with 50% employer match about $10,234 at 4% or $6,822 at 6%; with 100% employer match about $7,675 at 4% or $5,117 at 6%.
2016153$1,519,872$18,397$347iApproximate average salary by contribution assumption: employee only about $8,678 at 4% or $5,785 at 6%; with 50% employer match about $5,785 at 4% or $3,857 at 6%; with 100% employer match about $4,339 at 4% or $2,893 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-53$1,519,872$18,397$347iApproximate average salary by contribution assumption: employee only about $8,678 at 4% or $5,785 at 6%; with 50% employer match about $5,785 at 4% or $3,857 at 6%; with 100% employer match about $4,339 at 4% or $2,893 at 6%.
2015161$1,811,445$25,928$425iApproximate average salary by contribution assumption: employee only about $10,626 at 4% or $7,084 at 6%; with 50% employer match about $7,084 at 4% or $4,723 at 6%; with 100% employer match about $5,313 at 4% or $3,542 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-61$1,811,445$25,928$425iApproximate average salary by contribution assumption: employee only about $10,626 at 4% or $7,084 at 6%; with 50% employer match about $7,084 at 4% or $4,723 at 6%; with 100% employer match about $5,313 at 4% or $3,542 at 6%.
2014169$2,383,857$81,283$1,178iApproximate average salary by contribution assumption: employee only about $29,450 at 4% or $19,634 at 6%; with 50% employer match about $19,634 at 4% or $13,089 at 6%; with 100% employer match about $14,725 at 4% or $9,817 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-69$2,383,857$81,283$1,178iApproximate average salary by contribution assumption: employee only about $29,450 at 4% or $19,634 at 6%; with 50% employer match about $19,634 at 4% or $13,089 at 6%; with 100% employer match about $14,725 at 4% or $9,817 at 6%.
2013181$3,317,831$134,524$1,661iApproximate average salary by contribution assumption: employee only about $41,520 at 4% or $27,680 at 6%; with 50% employer match about $27,680 at 4% or $18,453 at 6%; with 100% employer match about $20,760 at 4% or $13,840 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-81$3,317,831$134,524$1,661iApproximate average salary by contribution assumption: employee only about $41,520 at 4% or $27,680 at 6%; with 50% employer match about $27,680 at 4% or $18,453 at 6%; with 100% employer match about $20,760 at 4% or $13,840 at 6%.
2012140$2,837,812$136,664$3,417iApproximate average salary by contribution assumption: employee only about $85,415 at 4% or $56,943 at 6%; with 50% employer match about $56,943 at 4% or $37,962 at 6%; with 100% employer match about $42,708 at 4% or $28,472 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-40$2,837,812$136,664$3,417iApproximate average salary by contribution assumption: employee only about $85,415 at 4% or $56,943 at 6%; with 50% employer match about $56,943 at 4% or $37,962 at 6%; with 100% employer match about $42,708 at 4% or $28,472 at 6%.
2011146$4,400,059$439,550$9,555iApproximate average salary by contribution assumption: employee only about $238,886 at 4% or $159,257 at 6%; with 50% employer match about $159,257 at 4% or $106,171 at 6%; with 100% employer match about $119,443 at 4% or $79,629 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-46$4,400,059$439,550$9,555iApproximate average salary by contribution assumption: employee only about $238,886 at 4% or $159,257 at 6%; with 50% employer match about $159,257 at 4% or $106,171 at 6%; with 100% employer match about $119,443 at 4% or $79,629 at 6%.
2010192$5,341,706$685,073$7,446iApproximate average salary by contribution assumption: employee only about $186,161 at 4% or $124,107 at 6%; with 50% employer match about $124,107 at 4% or $82,738 at 6%; with 100% employer match about $93,081 at 4% or $62,054 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-92$5,341,706$685,073$7,446iApproximate average salary by contribution assumption: employee only about $186,161 at 4% or $124,107 at 6%; with 50% employer match about $124,107 at 4% or $82,738 at 6%; with 100% employer match about $93,081 at 4% or $62,054 at 6%.
2009194$4,579,382$611,495$6,505iApproximate average salary by contribution assumption: employee only about $162,632 at 4% or $108,421 at 6%; with 50% employer match about $108,421 at 4% or $72,281 at 6%; with 100% employer match about $81,316 at 4% or $54,211 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-94$4,579,382$611,495$6,505iApproximate average salary by contribution assumption: employee only about $162,632 at 4% or $108,421 at 6%; with 50% employer match about $108,421 at 4% or $72,281 at 6%; with 100% employer match about $81,316 at 4% or $54,211 at 6%.
20081104$3,234,522$597,618$5,746iApproximate average salary by contribution assumption: employee only about $143,658 at 4% or $95,772 at 6%; with 50% employer match about $95,772 at 4% or $63,848 at 6%; with 100% employer match about $71,829 at 4% or $47,886 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-104$3,234,522$597,618$5,746iApproximate average salary by contribution assumption: employee only about $143,658 at 4% or $95,772 at 6%; with 50% employer match about $95,772 at 4% or $63,848 at 6%; with 100% employer match about $71,829 at 4% or $47,886 at 6%.
20071102$4,017,291$746,073$7,314iApproximate average salary by contribution assumption: employee only about $182,861 at 4% or $121,907 at 6%; with 50% employer match about $121,907 at 4% or $81,272 at 6%; with 100% employer match about $91,431 at 4% or $60,954 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-102$4,017,291$746,073$7,314iApproximate average salary by contribution assumption: employee only about $182,861 at 4% or $121,907 at 6%; with 50% employer match about $121,907 at 4% or $81,272 at 6%; with 100% employer match about $91,431 at 4% or $60,954 at 6%.
20061103$3,266,253$556,132$5,399iApproximate average salary by contribution assumption: employee only about $134,983 at 4% or $89,989 at 6%; with 50% employer match about $89,989 at 4% or $59,993 at 6%; with 100% employer match about $67,492 at 4% or $44,994 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-103$3,266,253$556,132$5,399iApproximate average salary by contribution assumption: employee only about $134,983 at 4% or $89,989 at 6%; with 50% employer match about $89,989 at 4% or $59,993 at 6%; with 100% employer match about $67,492 at 4% or $44,994 at 6%.
20051109$2,739,406$482,130$4,423iApproximate average salary by contribution assumption: employee only about $110,580 at 4% or $73,720 at 6%; with 50% employer match about $73,720 at 4% or $49,147 at 6%; with 100% employer match about $55,290 at 4% or $36,860 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-109$2,739,406$482,130$4,423iApproximate average salary by contribution assumption: employee only about $110,580 at 4% or $73,720 at 6%; with 50% employer match about $73,720 at 4% or $49,147 at 6%; with 100% employer match about $55,290 at 4% or $36,860 at 6%.
20041110$2,276,094$565,890$5,144iApproximate average salary by contribution assumption: employee only about $128,611 at 4% or $85,741 at 6%; with 50% employer match about $85,741 at 4% or $57,161 at 6%; with 100% employer match about $64,306 at 4% or $42,870 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-110$2,276,094$565,890$5,144iApproximate average salary by contribution assumption: employee only about $128,611 at 4% or $85,741 at 6%; with 50% employer match about $85,741 at 4% or $57,161 at 6%; with 100% employer match about $64,306 at 4% or $42,870 at 6%.
2003120$0$0-
EXCEL MANAGEMENT SYSTEMS, INC. HEALTH CARE FLEXIBLE SPENDING ACCOUNT-20---
20021126$792,047$190,365$1,511iApproximate average salary by contribution assumption: employee only about $37,771 at 4% or $25,181 at 6%; with 50% employer match about $25,181 at 4% or $16,787 at 6%; with 100% employer match about $18,885 at 4% or $12,590 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-126$792,047$190,365$1,511iApproximate average salary by contribution assumption: employee only about $37,771 at 4% or $25,181 at 6%; with 50% employer match about $25,181 at 4% or $16,787 at 6%; with 100% employer match about $18,885 at 4% or $12,590 at 6%.
2001159$0$0-
Excel Retirement Savings/ Profit Sharing 401(K) Plan-59---
2000163$1,128,704$347,919$5,523iApproximate average salary by contribution assumption: employee only about $138,063 at 4% or $92,042 at 6%; with 50% employer match about $92,042 at 4% or $61,361 at 6%; with 100% employer match about $69,032 at 4% or $46,021 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-63$1,128,704$347,919$5,523iApproximate average salary by contribution assumption: employee only about $138,063 at 4% or $92,042 at 6%; with 50% employer match about $92,042 at 4% or $61,361 at 6%; with 100% employer match about $69,032 at 4% or $46,021 at 6%.
1999169$1,156,057$256,295$3,714iApproximate average salary by contribution assumption: employee only about $92,861 at 4% or $61,907 at 6%; with 50% employer match about $61,907 at 4% or $41,271 at 6%; with 100% employer match about $46,430 at 4% or $30,954 at 6%.
Excel Retirement Savings/ Profit Sharing 401(K) Plan-69$1,156,057$256,295$3,714iApproximate average salary by contribution assumption: employee only about $92,861 at 4% or $61,907 at 6%; with 50% employer match about $61,907 at 4% or $41,271 at 6%; with 100% employer match about $46,430 at 4% or $30,954 at 6%.