Civic Intelligence

Excelen, Center for Bone & Joint

Plan context: Excelen 401(K) Plan

EIN 41-1734062 • Minneapolis, MN • 15 filings • 2 plans

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700 10th Avenue SouthSuite 118Minneapolis, MN 55415
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$508,225

2023 Contributions

$7,835

Historical Graphs

Total Assets Over Time

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

$709,422$354,711$0200920162022YearValue
$508,225Latest year 2022

Participants Over Time

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

1050200920162022YearValue
6Latest year 2022

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
202310$0$7,835-
Excelen 401(K) Plan-0$0$7,835-
202216$508,225$20,202$3,367iApproximate average salary by contribution assumption: employee only about $84,175 at 4% or $56,117 at 6%; with 50% employer match about $56,117 at 4% or $37,411 at 6%; with 100% employer match about $42,088 at 4% or $28,058 at 6%.
Excelen 401(K) Plan-6$508,225$20,202$3,367iApproximate average salary by contribution assumption: employee only about $84,175 at 4% or $56,117 at 6%; with 50% employer match about $56,117 at 4% or $37,411 at 6%; with 100% employer match about $42,088 at 4% or $28,058 at 6%.
202116$621,225$19,970$3,328iApproximate average salary by contribution assumption: employee only about $83,208 at 4% or $55,472 at 6%; with 50% employer match about $55,472 at 4% or $36,981 at 6%; with 100% employer match about $41,604 at 4% or $27,736 at 6%.
Excelen 401(K) Plan-6$621,225$19,970$3,328iApproximate average salary by contribution assumption: employee only about $83,208 at 4% or $55,472 at 6%; with 50% employer match about $55,472 at 4% or $36,981 at 6%; with 100% employer match about $41,604 at 4% or $27,736 at 6%.
202016$519,135$17,910$2,985iApproximate average salary by contribution assumption: employee only about $74,625 at 4% or $49,750 at 6%; with 50% employer match about $49,750 at 4% or $33,167 at 6%; with 100% employer match about $37,313 at 4% or $24,875 at 6%.
Excelen 401(K) Plan-6$519,135$17,910$2,985iApproximate average salary by contribution assumption: employee only about $74,625 at 4% or $49,750 at 6%; with 50% employer match about $49,750 at 4% or $33,167 at 6%; with 100% employer match about $37,313 at 4% or $24,875 at 6%.
201916$422,959$28,169$4,695iApproximate average salary by contribution assumption: employee only about $117,371 at 4% or $78,247 at 6%; with 50% employer match about $78,247 at 4% or $52,165 at 6%; with 100% employer match about $58,685 at 4% or $39,124 at 6%.
Excelen 401(K) Plan-6$422,959$28,169$4,695iApproximate average salary by contribution assumption: employee only about $117,371 at 4% or $78,247 at 6%; with 50% employer match about $78,247 at 4% or $52,165 at 6%; with 100% employer match about $58,685 at 4% or $39,124 at 6%.
201816$325,698$51,482$8,580iApproximate average salary by contribution assumption: employee only about $214,508 at 4% or $143,006 at 6%; with 50% employer match about $143,006 at 4% or $95,337 at 6%; with 100% employer match about $107,254 at 4% or $71,503 at 6%.
Excelen 401(K) Plan-6$325,698$51,482$8,580iApproximate average salary by contribution assumption: employee only about $214,508 at 4% or $143,006 at 6%; with 50% employer match about $143,006 at 4% or $95,337 at 6%; with 100% employer match about $107,254 at 4% or $71,503 at 6%.
201715$295,053$24,152$4,830iApproximate average salary by contribution assumption: employee only about $120,760 at 4% or $80,507 at 6%; with 50% employer match about $80,507 at 4% or $53,671 at 6%; with 100% employer match about $60,380 at 4% or $40,253 at 6%.
Excelen 401(K) Plan-5$295,053$24,152$4,830iApproximate average salary by contribution assumption: employee only about $120,760 at 4% or $80,507 at 6%; with 50% employer match about $80,507 at 4% or $53,671 at 6%; with 100% employer match about $60,380 at 4% or $40,253 at 6%.
201617$668,398$56,910$8,130iApproximate average salary by contribution assumption: employee only about $203,250 at 4% or $135,500 at 6%; with 50% employer match about $135,500 at 4% or $90,333 at 6%; with 100% employer match about $101,625 at 4% or $67,750 at 6%.
Excelen 401(K) Plan-7$668,398$56,910$8,130iApproximate average salary by contribution assumption: employee only about $203,250 at 4% or $135,500 at 6%; with 50% employer match about $135,500 at 4% or $90,333 at 6%; with 100% employer match about $101,625 at 4% or $67,750 at 6%.
201518$574,434$53,807$6,726iApproximate average salary by contribution assumption: employee only about $168,147 at 4% or $112,098 at 6%; with 50% employer match about $112,098 at 4% or $74,732 at 6%; with 100% employer match about $84,073 at 4% or $56,049 at 6%.
Excelen 401(K) Plan-8$574,434$53,807$6,726iApproximate average salary by contribution assumption: employee only about $168,147 at 4% or $112,098 at 6%; with 50% employer match about $112,098 at 4% or $74,732 at 6%; with 100% employer match about $84,073 at 4% or $56,049 at 6%.
201416$1,431$30,862$5,144iApproximate average salary by contribution assumption: employee only about $128,592 at 4% or $85,728 at 6%; with 50% employer match about $85,728 at 4% or $57,152 at 6%; with 100% employer match about $64,296 at 4% or $42,864 at 6%.
Excelen 401(K) Plan-6$1,431$30,862$5,144iApproximate average salary by contribution assumption: employee only about $128,592 at 4% or $85,728 at 6%; with 50% employer match about $85,728 at 4% or $57,152 at 6%; with 100% employer match about $64,296 at 4% or $42,864 at 6%.
201319$709,422$56,183$6,243iApproximate average salary by contribution assumption: employee only about $156,064 at 4% or $104,043 at 6%; with 50% employer match about $104,043 at 4% or $69,362 at 6%; with 100% employer match about $78,032 at 4% or $52,021 at 6%.
Excelen 401(K) Plan-9$709,422$56,183$6,243iApproximate average salary by contribution assumption: employee only about $156,064 at 4% or $104,043 at 6%; with 50% employer match about $104,043 at 4% or $69,362 at 6%; with 100% employer match about $78,032 at 4% or $52,021 at 6%.
201219$525,711$63,269$7,030iApproximate average salary by contribution assumption: employee only about $175,747 at 4% or $117,165 at 6%; with 50% employer match about $117,165 at 4% or $78,110 at 6%; with 100% employer match about $87,874 at 4% or $58,582 at 6%.
Excelen 401(K) Plan-9$525,711$63,269$7,030iApproximate average salary by contribution assumption: employee only about $175,747 at 4% or $117,165 at 6%; with 50% employer match about $117,165 at 4% or $78,110 at 6%; with 100% employer match about $87,874 at 4% or $58,582 at 6%.
2011110$427,542$71,993$7,199iApproximate average salary by contribution assumption: employee only about $179,983 at 4% or $119,988 at 6%; with 50% employer match about $119,988 at 4% or $79,992 at 6%; with 100% employer match about $89,991 at 4% or $59,994 at 6%.
Excelen 401(K) Plan-10$427,542$71,993$7,199iApproximate average salary by contribution assumption: employee only about $179,983 at 4% or $119,988 at 6%; with 50% employer match about $119,988 at 4% or $79,992 at 6%; with 100% employer match about $89,991 at 4% or $59,994 at 6%.
201018$352,848$0-
Excelen 401(K) Plan-8$352,848--
200916$358,160$30,967$5,161iApproximate average salary by contribution assumption: employee only about $129,029 at 4% or $86,019 at 6%; with 50% employer match about $86,019 at 4% or $57,346 at 6%; with 100% employer match about $64,515 at 4% or $43,010 at 6%.
Excelen 401(K) Plan-6$358,160$30,967$5,161iApproximate average salary by contribution assumption: employee only about $129,029 at 4% or $86,019 at 6%; with 50% employer match about $86,019 at 4% or $57,346 at 6%; with 100% employer match about $64,515 at 4% or $43,010 at 6%.