EXCEL IMPACT, LLC
Plan context: EXCEL IMPACT 401(K) PLAN
EIN 46-4154632 • Miami, FL • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
41
2025 Assets
$1,185,144
2025 Contributions
$252,840
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 41 | $1,185,144 | $252,840 | $6,167iApproximate average salary by contribution assumption: employee only about $154,171 at 4% or $102,780 at 6%; with 50% employer match about $102,780 at 4% or $68,520 at 6%; with 100% employer match about $77,085 at 4% or $51,390 at 6%. |
| EXCEL IMPACT 401(K) PLAN | - | 41 | $1,185,144 | $252,840 | $6,167iApproximate average salary by contribution assumption: employee only about $154,171 at 4% or $102,780 at 6%; with 50% employer match about $102,780 at 4% or $68,520 at 6%; with 100% employer match about $77,085 at 4% or $51,390 at 6%. |
| 2024 | 1 | 38 | $801,131 | $185,726 | $4,888iApproximate average salary by contribution assumption: employee only about $122,188 at 4% or $81,459 at 6%; with 50% employer match about $81,459 at 4% or $54,306 at 6%; with 100% employer match about $61,094 at 4% or $40,729 at 6%. |
| EXCEL IMPACT 401(K) PLAN | - | 38 | $801,131 | $185,726 | $4,888iApproximate average salary by contribution assumption: employee only about $122,188 at 4% or $81,459 at 6%; with 50% employer match about $81,459 at 4% or $54,306 at 6%; with 100% employer match about $61,094 at 4% or $40,729 at 6%. |
| 2023 | 1 | 35 | $531,220 | $154,007 | $4,400iApproximate average salary by contribution assumption: employee only about $110,005 at 4% or $73,337 at 6%; with 50% employer match about $73,337 at 4% or $48,891 at 6%; with 100% employer match about $55,003 at 4% or $36,668 at 6%. |
| EXCEL IMPACT 401(K) PLAN | - | 35 | $531,220 | $154,007 | $4,400iApproximate average salary by contribution assumption: employee only about $110,005 at 4% or $73,337 at 6%; with 50% employer match about $73,337 at 4% or $48,891 at 6%; with 100% employer match about $55,003 at 4% or $36,668 at 6%. |
| 2022 | 1 | 39 | $336,868 | $229,171 | $5,876iApproximate average salary by contribution assumption: employee only about $146,904 at 4% or $97,936 at 6%; with 50% employer match about $97,936 at 4% or $65,291 at 6%; with 100% employer match about $73,452 at 4% or $48,968 at 6%. |
| EXCEL IMPACT 401(K) PLAN | - | 39 | $336,868 | $229,171 | $5,876iApproximate average salary by contribution assumption: employee only about $146,904 at 4% or $97,936 at 6%; with 50% employer match about $97,936 at 4% or $65,291 at 6%; with 100% employer match about $73,452 at 4% or $48,968 at 6%. |
| 2021 | 1 | 27 | $224,858 | $87,581 | $3,244iApproximate average salary by contribution assumption: employee only about $81,094 at 4% or $54,062 at 6%; with 50% employer match about $54,062 at 4% or $36,042 at 6%; with 100% employer match about $40,547 at 4% or $27,031 at 6%. |
| EXCEL IMPACT 401(K) PLAN | - | 27 | $224,858 | $87,581 | $3,244iApproximate average salary by contribution assumption: employee only about $81,094 at 4% or $54,062 at 6%; with 50% employer match about $54,062 at 4% or $36,042 at 6%; with 100% employer match about $40,547 at 4% or $27,031 at 6%. |
| 2020 | 1 | 20 | $114,809 | $97,886 | $4,894iApproximate average salary by contribution assumption: employee only about $122,358 at 4% or $81,572 at 6%; with 50% employer match about $81,572 at 4% or $54,381 at 6%; with 100% employer match about $61,179 at 4% or $40,786 at 6%. |
| EXCEL IMPACT 401(K) PLAN | - | 20 | $114,809 | $97,886 | $4,894iApproximate average salary by contribution assumption: employee only about $122,358 at 4% or $81,572 at 6%; with 50% employer match about $81,572 at 4% or $54,381 at 6%; with 100% employer match about $61,179 at 4% or $40,786 at 6%. |