Civic Intelligence

Excelsior Inc.

Plan context: Excelsior Inc. 401K Profit Sharing Plan and Trust

EIN 36-1053760 • Rockford, IL • 17 filings • 4 plans

720 Chestnut StreetRockford, IL 61102
Current Snapshot

Latest Year

2013

2013 Participants

20

2013 Assets

$1,042,061

2013 Contributions

$235,855

Historical Graphs

Total Assets Over Time

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

$2,766,070$1,383,035$0199920062013YearValue
$1,042,061Latest year 2013

Participants Over Time

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

43220199920062013YearValue
20Latest year 2013

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
2013120$1,042,061$235,855$11,793iApproximate average salary by contribution assumption: employee only about $294,819 at 4% or $196,546 at 6%; with 50% employer match about $196,546 at 4% or $131,031 at 6%; with 100% employer match about $147,409 at 4% or $98,273 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-20$1,042,061$235,855$11,793iApproximate average salary by contribution assumption: employee only about $294,819 at 4% or $196,546 at 6%; with 50% employer match about $196,546 at 4% or $131,031 at 6%; with 100% employer match about $147,409 at 4% or $98,273 at 6%.
2012123$1,272,104$46,993$2,043iApproximate average salary by contribution assumption: employee only about $51,079 at 4% or $34,053 at 6%; with 50% employer match about $34,053 at 4% or $22,702 at 6%; with 100% employer match about $25,540 at 4% or $17,026 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-23$1,272,104$46,993$2,043iApproximate average salary by contribution assumption: employee only about $51,079 at 4% or $34,053 at 6%; with 50% employer match about $34,053 at 4% or $22,702 at 6%; with 100% employer match about $25,540 at 4% or $17,026 at 6%.
2011224$2,330,256$146,823$6,118iApproximate average salary by contribution assumption: employee only about $152,941 at 4% or $101,960 at 6%; with 50% employer match about $101,960 at 4% or $67,974 at 6%; with 100% employer match about $76,470 at 4% or $50,980 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-24$1,165,471$73,764$3,074iApproximate average salary by contribution assumption: employee only about $76,838 at 4% or $51,225 at 6%; with 50% employer match about $51,225 at 4% or $34,150 at 6%; with 100% employer match about $38,419 at 4% or $25,613 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-24$1,164,785$73,059$3,044iApproximate average salary by contribution assumption: employee only about $76,103 at 4% or $50,735 at 6%; with 50% employer match about $50,735 at 4% or $33,824 at 6%; with 100% employer match about $38,052 at 4% or $25,368 at 6%.
2010126$1,498,930$112,998$4,346iApproximate average salary by contribution assumption: employee only about $108,652 at 4% or $72,435 at 6%; with 50% employer match about $72,435 at 4% or $48,290 at 6%; with 100% employer match about $54,326 at 4% or $36,217 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-26$1,498,930$112,998$4,346iApproximate average salary by contribution assumption: employee only about $108,652 at 4% or $72,435 at 6%; with 50% employer match about $72,435 at 4% or $48,290 at 6%; with 100% employer match about $54,326 at 4% or $36,217 at 6%.
2009226$2,766,070$108,386$4,169iApproximate average salary by contribution assumption: employee only about $104,217 at 4% or $69,478 at 6%; with 50% employer match about $69,478 at 4% or $46,319 at 6%; with 100% employer match about $52,109 at 4% or $34,739 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-26$1,383,035$54,193$2,084iApproximate average salary by contribution assumption: employee only about $52,109 at 4% or $34,739 at 6%; with 50% employer match about $34,739 at 4% or $23,159 at 6%; with 100% employer match about $26,054 at 4% or $17,370 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-26$1,383,035$54,193$2,084iApproximate average salary by contribution assumption: employee only about $52,109 at 4% or $34,739 at 6%; with 50% employer match about $34,739 at 4% or $23,159 at 6%; with 100% employer match about $26,054 at 4% or $17,370 at 6%.
2008126$1,266,472$66,486$2,557iApproximate average salary by contribution assumption: employee only about $63,929 at 4% or $42,619 at 6%; with 50% employer match about $42,619 at 4% or $28,413 at 6%; with 100% employer match about $31,964 at 4% or $21,310 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-26$1,266,472$66,486$2,557iApproximate average salary by contribution assumption: employee only about $63,929 at 4% or $42,619 at 6%; with 50% employer match about $42,619 at 4% or $28,413 at 6%; with 100% employer match about $31,964 at 4% or $21,310 at 6%.
2007131$1,821,423$66,669$2,151iApproximate average salary by contribution assumption: employee only about $53,765 at 4% or $35,844 at 6%; with 50% employer match about $35,844 at 4% or $23,896 at 6%; with 100% employer match about $26,883 at 4% or $17,922 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-31$1,821,423$66,669$2,151iApproximate average salary by contribution assumption: employee only about $53,765 at 4% or $35,844 at 6%; with 50% employer match about $35,844 at 4% or $23,896 at 6%; with 100% employer match about $26,883 at 4% or $17,922 at 6%.
2006130$1,671,721$64,435$2,148iApproximate average salary by contribution assumption: employee only about $53,696 at 4% or $35,797 at 6%; with 50% employer match about $35,797 at 4% or $23,865 at 6%; with 100% employer match about $26,848 at 4% or $17,899 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-30$1,671,721$64,435$2,148iApproximate average salary by contribution assumption: employee only about $53,696 at 4% or $35,797 at 6%; with 50% employer match about $35,797 at 4% or $23,865 at 6%; with 100% employer match about $26,848 at 4% or $17,899 at 6%.
2005130$1,524,283$62,585$2,086iApproximate average salary by contribution assumption: employee only about $52,154 at 4% or $34,769 at 6%; with 50% employer match about $34,769 at 4% or $23,180 at 6%; with 100% employer match about $26,077 at 4% or $17,385 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-30$1,524,283$62,585$2,086iApproximate average salary by contribution assumption: employee only about $52,154 at 4% or $34,769 at 6%; with 50% employer match about $34,769 at 4% or $23,180 at 6%; with 100% employer match about $26,077 at 4% or $17,385 at 6%.
2004131$1,583,481$66,139$2,134iApproximate average salary by contribution assumption: employee only about $53,338 at 4% or $35,559 at 6%; with 50% employer match about $35,559 at 4% or $23,706 at 6%; with 100% employer match about $26,669 at 4% or $17,779 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-31$1,583,481$66,139$2,134iApproximate average salary by contribution assumption: employee only about $53,338 at 4% or $35,559 at 6%; with 50% employer match about $35,559 at 4% or $23,706 at 6%; with 100% employer match about $26,669 at 4% or $17,779 at 6%.
2003131$1,464,867$60,427$1,949iApproximate average salary by contribution assumption: employee only about $48,731 at 4% or $32,488 at 6%; with 50% employer match about $32,488 at 4% or $21,658 at 6%; with 100% employer match about $24,366 at 4% or $16,244 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-31$1,464,867$60,427$1,949iApproximate average salary by contribution assumption: employee only about $48,731 at 4% or $32,488 at 6%; with 50% employer match about $32,488 at 4% or $21,658 at 6%; with 100% employer match about $24,366 at 4% or $16,244 at 6%.
2002132$1,192,232$60,576$1,893iApproximate average salary by contribution assumption: employee only about $47,325 at 4% or $31,550 at 6%; with 50% employer match about $31,550 at 4% or $21,033 at 6%; with 100% employer match about $23,663 at 4% or $15,775 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-32$1,192,232$60,576$1,893iApproximate average salary by contribution assumption: employee only about $47,325 at 4% or $31,550 at 6%; with 50% employer match about $31,550 at 4% or $21,033 at 6%; with 100% employer match about $23,663 at 4% or $15,775 at 6%.
2001134$1,546,061$61,206$1,800iApproximate average salary by contribution assumption: employee only about $45,004 at 4% or $30,003 at 6%; with 50% employer match about $30,003 at 4% or $20,002 at 6%; with 100% employer match about $22,502 at 4% or $15,001 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-34$1,546,061$61,206$1,800iApproximate average salary by contribution assumption: employee only about $45,004 at 4% or $30,003 at 6%; with 50% employer match about $30,003 at 4% or $20,002 at 6%; with 100% employer match about $22,502 at 4% or $15,001 at 6%.
2000137$1,702,467$66,238$1,790iApproximate average salary by contribution assumption: employee only about $44,755 at 4% or $29,837 at 6%; with 50% employer match about $29,837 at 4% or $19,891 at 6%; with 100% employer match about $22,378 at 4% or $14,918 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-37$1,702,467$66,238$1,790iApproximate average salary by contribution assumption: employee only about $44,755 at 4% or $29,837 at 6%; with 50% employer match about $29,837 at 4% or $19,891 at 6%; with 100% employer match about $22,378 at 4% or $14,918 at 6%.
1999143$1,796,148$14,078$327iApproximate average salary by contribution assumption: employee only about $8,185 at 4% or $5,457 at 6%; with 50% employer match about $5,457 at 4% or $3,638 at 6%; with 100% employer match about $4,092 at 4% or $2,728 at 6%.
Excelsior Inc. 401K Profit Sharing Plan and Trust-43$1,796,148$14,078$327iApproximate average salary by contribution assumption: employee only about $8,185 at 4% or $5,457 at 6%; with 50% employer match about $5,457 at 4% or $3,638 at 6%; with 100% employer match about $4,092 at 4% or $2,728 at 6%.