Civic Intelligence

EXCELSIDR ACADEMY

Plan context: Excelsior Academy Defined Contribution Retirement Plan

EIN 33-0293186 • Lamesa, CA • 20 filings • 4 plans

7200 Parkway Drive, Suite 113Lamesa, CA 91942
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

$1,343,620$671,810$0200920132017YearValue
$541,185Latest year 2017

Participants Over Time

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

23120200920132017YearValue
19Latest year 2017

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
201810$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0$0--
2017119$541,185$0-
Excelsior Academy Defined Contribution Retirement Plan-19$541,185--
2016121$485,642$0-
Excelsior Academy Defined Contribution Retirement Plan-21$485,642--
2015123$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%.
2014123$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%.
2013122$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%.
2012123$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%.
2011123$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%.
2010123$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%.
2009122$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%.
200810$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0---
200710$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0---
200610$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0---
200510$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0---
200410$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0---
200310$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0---
200210$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0---
200110$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0---
200010$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0---
199910$0$0-
Excelsior Academy Defined Contribution Retirement Plan-0---