Excel Finance Co
Plan context: Excel Financial 401K Plan
EIN 36-4608208 • Austin, TX • 15 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
142
2020 Assets
$702,059
2020 Contributions
$29,318
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $29,318 | - |
| Excel Financial 401K Plan | - | 0 | - | $29,318 | - |
| 2019 | 1 | 142 | $702,059 | $209,182 | $1,473iApproximate average salary by contribution assumption: employee only about $36,828 at 4% or $24,552 at 6%; with 50% employer match about $24,552 at 4% or $16,368 at 6%; with 100% employer match about $18,414 at 4% or $12,276 at 6%. |
| Excel Financial 401K Plan | - | 142 | $702,059 | $209,182 | $1,473iApproximate average salary by contribution assumption: employee only about $36,828 at 4% or $24,552 at 6%; with 50% employer match about $24,552 at 4% or $16,368 at 6%; with 100% employer match about $18,414 at 4% or $12,276 at 6%. |
| 2018 | 1 | 135 | $854,532 | $164,595 | $1,219iApproximate average salary by contribution assumption: employee only about $30,481 at 4% or $20,320 at 6%; with 50% employer match about $20,320 at 4% or $13,547 at 6%; with 100% employer match about $15,240 at 4% or $10,160 at 6%. |
| Excel Financial 401K Plan | - | 135 | $854,532 | $164,595 | $1,219iApproximate average salary by contribution assumption: employee only about $30,481 at 4% or $20,320 at 6%; with 50% employer match about $20,320 at 4% or $13,547 at 6%; with 100% employer match about $15,240 at 4% or $10,160 at 6%. |
| 2017 | 1 | 120 | $832,357 | $156,763 | $1,306iApproximate average salary by contribution assumption: employee only about $32,659 at 4% or $21,773 at 6%; with 50% employer match about $21,773 at 4% or $14,515 at 6%; with 100% employer match about $16,329 at 4% or $10,886 at 6%. |
| Excel Financial 401K Plan | - | 120 | $832,357 | $156,763 | $1,306iApproximate average salary by contribution assumption: employee only about $32,659 at 4% or $21,773 at 6%; with 50% employer match about $21,773 at 4% or $14,515 at 6%; with 100% employer match about $16,329 at 4% or $10,886 at 6%. |
| 2016 | 1 | 125 | $725,170 | $146,571 | $1,173iApproximate average salary by contribution assumption: employee only about $29,314 at 4% or $19,543 at 6%; with 50% employer match about $19,543 at 4% or $13,029 at 6%; with 100% employer match about $14,657 at 4% or $9,771 at 6%. |
| Excel Financial 401K Plan | - | 125 | $725,170 | $146,571 | $1,173iApproximate average salary by contribution assumption: employee only about $29,314 at 4% or $19,543 at 6%; with 50% employer match about $19,543 at 4% or $13,029 at 6%; with 100% employer match about $14,657 at 4% or $9,771 at 6%. |
| 2015 | 1 | 119 | $712,587 | $253,475 | $2,130iApproximate average salary by contribution assumption: employee only about $53,251 at 4% or $35,501 at 6%; with 50% employer match about $35,501 at 4% or $23,667 at 6%; with 100% employer match about $26,626 at 4% or $17,750 at 6%. |
| Excel Financial 401K Plan | - | 119 | $712,587 | $253,475 | $2,130iApproximate average salary by contribution assumption: employee only about $53,251 at 4% or $35,501 at 6%; with 50% employer match about $35,501 at 4% or $23,667 at 6%; with 100% employer match about $26,626 at 4% or $17,750 at 6%. |
| 2014 | 1 | 120 | $937,959 | $227,341 | $1,895iApproximate average salary by contribution assumption: employee only about $47,363 at 4% or $31,575 at 6%; with 50% employer match about $31,575 at 4% or $21,050 at 6%; with 100% employer match about $23,681 at 4% or $15,788 at 6%. |
| Excel Financial 401K Plan | - | 120 | $937,959 | $227,341 | $1,895iApproximate average salary by contribution assumption: employee only about $47,363 at 4% or $31,575 at 6%; with 50% employer match about $31,575 at 4% or $21,050 at 6%; with 100% employer match about $23,681 at 4% or $15,788 at 6%. |
| 2013 | 1 | 113 | $890,175 | $345,923 | $3,061iApproximate average salary by contribution assumption: employee only about $76,532 at 4% or $51,021 at 6%; with 50% employer match about $51,021 at 4% or $34,014 at 6%; with 100% employer match about $38,266 at 4% or $25,511 at 6%. |
| Excel Financial 401K Plan | - | 113 | $890,175 | $345,923 | $3,061iApproximate average salary by contribution assumption: employee only about $76,532 at 4% or $51,021 at 6%; with 50% employer match about $51,021 at 4% or $34,014 at 6%; with 100% employer match about $38,266 at 4% or $25,511 at 6%. |
| 2012 | 1 | 0 | $0 | $5,460 | - |
| Amcheck Texas 401K Plan | - | 0 | $0 | $5,460 | - |
| 2011 | 1 | 100 | $677,865 | $117,311 | $1,173iApproximate average salary by contribution assumption: employee only about $29,328 at 4% or $19,552 at 6%; with 50% employer match about $19,552 at 4% or $13,035 at 6%; with 100% employer match about $14,664 at 4% or $9,776 at 6%. |
| Amcheck Texas 401K Plan | - | 100 | $677,865 | $117,311 | $1,173iApproximate average salary by contribution assumption: employee only about $29,328 at 4% or $19,552 at 6%; with 50% employer match about $19,552 at 4% or $13,035 at 6%; with 100% employer match about $14,664 at 4% or $9,776 at 6%. |
| 2010 | 1 | 59 | $705,489 | $118,631 | $2,011iApproximate average salary by contribution assumption: employee only about $50,267 at 4% or $33,512 at 6%; with 50% employer match about $33,512 at 4% or $22,341 at 6%; with 100% employer match about $25,134 at 4% or $16,756 at 6%. |
| Amcheck Texas 401K Plan | - | 59 | $705,489 | $118,631 | $2,011iApproximate average salary by contribution assumption: employee only about $50,267 at 4% or $33,512 at 6%; with 50% employer match about $33,512 at 4% or $22,341 at 6%; with 100% employer match about $25,134 at 4% or $16,756 at 6%. |
| 2009 | 2 | 64 | $646,235 | $113,354 | $1,771iApproximate average salary by contribution assumption: employee only about $44,279 at 4% or $29,519 at 6%; with 50% employer match about $29,519 at 4% or $19,680 at 6%; with 100% employer match about $22,139 at 4% or $14,760 at 6%. |
| Amcheck Texas 401K Plan | - | 64 | $646,235 | $113,354 | $1,771iApproximate average salary by contribution assumption: employee only about $44,279 at 4% or $29,519 at 6%; with 50% employer match about $29,519 at 4% or $19,680 at 6%; with 100% employer match about $22,139 at 4% or $14,760 at 6%. |
| Excel Finance Co 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2008 | 1 | 51 | $449,149 | $104,875 | $2,056iApproximate average salary by contribution assumption: employee only about $51,409 at 4% or $34,273 at 6%; with 50% employer match about $34,273 at 4% or $22,849 at 6%; with 100% employer match about $25,705 at 4% or $17,136 at 6%. |
| Excel Finance Co 401K Profit Sharing Plan | - | 51 | $449,149 | $104,875 | $2,056iApproximate average salary by contribution assumption: employee only about $51,409 at 4% or $34,273 at 6%; with 50% employer match about $34,273 at 4% or $22,849 at 6%; with 100% employer match about $25,705 at 4% or $17,136 at 6%. |
| 2007 | 1 | 60 | $0 | $0 | - |
| Excel Finance Co 401K Profit Sharing Plan | - | 60 | - | - | - |