Civic Intelligence

Xcel Agency Inc.

Plan context: Xcel Agency 401(K) Plan

EIN 45-3267902 • San Francisco, CA • 17 filings • 2 plans

2261 Market Street, Suite 300San Francisco, CA 94114
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$745,110

2023 Contributions

$1,714,154

Historical Graphs

Total Assets Over Time

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

$1,974,762$987,381$0201520192023YearValue
$745,110Latest year 2023

Participants Over Time

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

210201520192023YearValue
1Latest year 2023

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
202311$745,110$1,714,154$1,714,154iApproximate average salary by contribution assumption: employee only about $42,853,850 at 4% or $28,569,233 at 6%; with 50% employer match about $28,569,233 at 4% or $19,046,156 at 6%; with 100% employer match about $21,426,925 at 4% or $14,284,617 at 6%.
Xcel Agency 401(K) Plan-1$745,110$1,714,154$1,714,154iApproximate average salary by contribution assumption: employee only about $42,853,850 at 4% or $28,569,233 at 6%; with 50% employer match about $28,569,233 at 4% or $19,046,156 at 6%; with 100% employer match about $21,426,925 at 4% or $14,284,617 at 6%.
202222$375,359$35,906$17,953iApproximate average salary by contribution assumption: employee only about $448,825 at 4% or $299,217 at 6%; with 50% employer match about $299,217 at 4% or $199,478 at 6%; with 100% employer match about $224,413 at 4% or $149,608 at 6%.
Xcel Agency 401(K) Plan-2$375,359$28,881$14,441iApproximate average salary by contribution assumption: employee only about $361,013 at 4% or $240,675 at 6%; with 50% employer match about $240,675 at 4% or $160,450 at 6%; with 100% employer match about $180,506 at 4% or $120,338 at 6%.
Xcel Agency Cash Balance Plan-0$0$7,025-
202122$1,974,762$419,468$209,734iApproximate average salary by contribution assumption: employee only about $5,243,350 at 4% or $3,495,567 at 6%; with 50% employer match about $3,495,567 at 4% or $2,330,378 at 6%; with 100% employer match about $2,621,675 at 4% or $1,747,783 at 6%.
Xcel Agency Cash Balance Plan-2$1,551,975$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Xcel Agency 401(K) Plan-0$422,787$69,468-
202022$1,527,974$168,460$84,230iApproximate average salary by contribution assumption: employee only about $2,105,750 at 4% or $1,403,833 at 6%; with 50% employer match about $1,403,833 at 4% or $935,889 at 6%; with 100% employer match about $1,052,875 at 4% or $701,917 at 6%.
Xcel Agency Cash Balance Plan-2$1,180,414$140,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Xcel Agency 401(K) Plan-0$347,560$28,460-
201922$1,312,165$575,020$287,510iApproximate average salary by contribution assumption: employee only about $7,187,750 at 4% or $4,791,833 at 6%; with 50% employer match about $4,791,833 at 4% or $3,194,556 at 6%; with 100% employer match about $3,593,875 at 4% or $2,395,917 at 6%.
Xcel Agency Cash Balance Plan-2$1,023,485$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
Xcel Agency 401(K) Plan-0$288,680$75,020-
201822$687,110$30,871$15,436iApproximate average salary by contribution assumption: employee only about $385,888 at 4% or $257,258 at 6%; with 50% employer match about $257,258 at 4% or $171,506 at 6%; with 100% employer match about $192,944 at 4% or $128,629 at 6%.
Xcel Agency Cash Balance Plan-2$495,052--
Xcel Agency 401(K) Plan-0$192,058$30,871-
201722$662,568$43,679$21,840iApproximate average salary by contribution assumption: employee only about $545,988 at 4% or $363,992 at 6%; with 50% employer match about $363,992 at 4% or $242,661 at 6%; with 100% employer match about $272,994 at 4% or $181,996 at 6%.
Xcel Agency Cash Balance Plan-2$502,928$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Xcel Agency 401(K) Plan-2$159,640$3,679$1,840iApproximate average salary by contribution assumption: employee only about $45,988 at 4% or $30,658 at 6%; with 50% employer match about $30,658 at 4% or $20,439 at 6%; with 100% employer match about $22,994 at 4% or $15,329 at 6%.
201622$569,836$354,712$177,356iApproximate average salary by contribution assumption: employee only about $4,433,900 at 4% or $2,955,933 at 6%; with 50% employer match about $2,955,933 at 4% or $1,970,622 at 6%; with 100% employer match about $2,216,950 at 4% or $1,477,967 at 6%.
Xcel Agency Cash Balance Plan-2$436,495$287,300$143,650iApproximate average salary by contribution assumption: employee only about $3,591,250 at 4% or $2,394,167 at 6%; with 50% employer match about $2,394,167 at 4% or $1,596,111 at 6%; with 100% employer match about $1,795,625 at 4% or $1,197,083 at 6%.
Xcel Agency 401(K) Plan-2$133,341$67,412$33,706iApproximate average salary by contribution assumption: employee only about $842,650 at 4% or $561,767 at 6%; with 50% employer match about $561,767 at 4% or $374,511 at 6%; with 100% employer match about $421,325 at 4% or $280,883 at 6%.
201522$215,800$215,800$107,900iApproximate average salary by contribution assumption: employee only about $2,697,500 at 4% or $1,798,333 at 6%; with 50% employer match about $1,798,333 at 4% or $1,198,889 at 6%; with 100% employer match about $1,348,750 at 4% or $899,167 at 6%.
Xcel Agency Cash Balance Plan-2$151,600$151,600$75,800iApproximate average salary by contribution assumption: employee only about $1,895,000 at 4% or $1,263,333 at 6%; with 50% employer match about $1,263,333 at 4% or $842,222 at 6%; with 100% employer match about $947,500 at 4% or $631,667 at 6%.
Xcel Agency 401(K) Plan-0$64,200$64,200-