EXCELSIDR ACADEMY
Plan context: Excelsior Academy Defined Contribution Retirement Plan
EIN 33-0293186 • Lamesa, CA • 20 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
19
2018 Assets
$541,185
2018 Contributions
$11,671
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 19 | $541,185 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 19 | $541,185 | - | - |
| 2016 | 1 | 21 | $485,642 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 21 | $485,642 | - | - |
| 2015 | 1 | 23 | $498,142 | $11,671 | $507iApproximate average salary by contribution assumption: employee only about $12,686 at 4% or $8,457 at 6%; with 50% employer match about $8,457 at 4% or $5,638 at 6%; with 100% employer match about $6,343 at 4% or $4,229 at 6%. |
| Excelsior Academy Defined Contribution Retirement Plan | - | 23 | $498,142 | $11,671 | $507iApproximate average salary by contribution assumption: employee only about $12,686 at 4% or $8,457 at 6%; with 50% employer match about $8,457 at 4% or $5,638 at 6%; with 100% employer match about $6,343 at 4% or $4,229 at 6%. |
| 2014 | 1 | 23 | $488,181 | $11,713 | $509iApproximate average salary by contribution assumption: employee only about $12,732 at 4% or $8,488 at 6%; with 50% employer match about $8,488 at 4% or $5,658 at 6%; with 100% employer match about $6,366 at 4% or $4,244 at 6%. |
| Excelsior Academy Defined Contribution Retirement Plan | - | 23 | $488,181 | $11,713 | $509iApproximate average salary by contribution assumption: employee only about $12,732 at 4% or $8,488 at 6%; with 50% employer match about $8,488 at 4% or $5,658 at 6%; with 100% employer match about $6,366 at 4% or $4,244 at 6%. |
| 2013 | 1 | 22 | $453,714 | $8,458 | $384iApproximate average salary by contribution assumption: employee only about $9,611 at 4% or $6,408 at 6%; with 50% employer match about $6,408 at 4% or $4,272 at 6%; with 100% employer match about $4,806 at 4% or $3,204 at 6%. |
| Excelsior Academy Defined Contribution Retirement Plan | - | 22 | $453,714 | $8,458 | $384iApproximate average salary by contribution assumption: employee only about $9,611 at 4% or $6,408 at 6%; with 50% employer match about $6,408 at 4% or $4,272 at 6%; with 100% employer match about $4,806 at 4% or $3,204 at 6%. |
| 2012 | 1 | 23 | $396,517 | $71,577 | $3,112iApproximate average salary by contribution assumption: employee only about $77,801 at 4% or $51,867 at 6%; with 50% employer match about $51,867 at 4% or $34,578 at 6%; with 100% employer match about $38,901 at 4% or $25,934 at 6%. |
| Excelsior Academy Defined Contribution Retirement Plan | - | 23 | $396,517 | $71,577 | $3,112iApproximate average salary by contribution assumption: employee only about $77,801 at 4% or $51,867 at 6%; with 50% employer match about $51,867 at 4% or $34,578 at 6%; with 100% employer match about $38,901 at 4% or $25,934 at 6%. |
| 2011 | 1 | 23 | $1,343,620 | $79,897 | $3,474iApproximate average salary by contribution assumption: employee only about $86,845 at 4% or $57,896 at 6%; with 50% employer match about $57,896 at 4% or $38,598 at 6%; with 100% employer match about $43,422 at 4% or $28,948 at 6%. |
| Excelsior Academy Defined Contribution Retirement Plan | - | 23 | $1,343,620 | $79,897 | $3,474iApproximate average salary by contribution assumption: employee only about $86,845 at 4% or $57,896 at 6%; with 50% employer match about $57,896 at 4% or $38,598 at 6%; with 100% employer match about $43,422 at 4% or $28,948 at 6%. |
| 2010 | 1 | 23 | $1,300,954 | $84,928 | $3,693iApproximate average salary by contribution assumption: employee only about $92,313 at 4% or $61,542 at 6%; with 50% employer match about $61,542 at 4% or $41,028 at 6%; with 100% employer match about $46,157 at 4% or $30,771 at 6%. |
| Excelsior Academy Defined Contribution Retirement Plan | - | 23 | $1,300,954 | $84,928 | $3,693iApproximate average salary by contribution assumption: employee only about $92,313 at 4% or $61,542 at 6%; with 50% employer match about $61,542 at 4% or $41,028 at 6%; with 100% employer match about $46,157 at 4% or $30,771 at 6%. |
| 2009 | 1 | 22 | $1,161,728 | $88,165 | $4,008iApproximate average salary by contribution assumption: employee only about $100,188 at 4% or $66,792 at 6%; with 50% employer match about $66,792 at 4% or $44,528 at 6%; with 100% employer match about $50,094 at 4% or $33,396 at 6%. |
| Excelsior Academy Defined Contribution Retirement Plan | - | 22 | $1,161,728 | $88,165 | $4,008iApproximate average salary by contribution assumption: employee only about $100,188 at 4% or $66,792 at 6%; with 50% employer match about $66,792 at 4% or $44,528 at 6%; with 100% employer match about $50,094 at 4% or $33,396 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Excelsior Academy Defined Contribution Retirement Plan | - | 0 | - | - | - |