Civic Intelligence

Excel Supplements LLC

Plan context: Excel Supplements LLC 401(K) Plan

EIN 47-3053711 • Cincinnati, OH • 9 filings • 2 plans

5143 Kennedy Ave.Cincinnati, OH 45213
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$41,513

2025 Contributions

$7,014

Historical Graphs

Total Assets Over Time

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

$59,783$29,892$0202120232025YearValue
$41,513Latest year 2025

Participants Over Time

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

740202120232025YearValue
5Latest year 2025

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
202515$41,513$7,014$1,403iApproximate average salary by contribution assumption: employee only about $35,070 at 4% or $23,380 at 6%; with 50% employer match about $23,380 at 4% or $15,587 at 6%; with 100% employer match about $17,535 at 4% or $11,690 at 6%.
Excel Supplements LLC 401(K) Plan-5$41,513$7,014$1,403iApproximate average salary by contribution assumption: employee only about $35,070 at 4% or $23,380 at 6%; with 50% employer match about $23,380 at 4% or $15,587 at 6%; with 100% employer match about $17,535 at 4% or $11,690 at 6%.
202426$59,783$66,386$11,064iApproximate average salary by contribution assumption: employee only about $276,608 at 4% or $184,406 at 6%; with 50% employer match about $184,406 at 4% or $122,937 at 6%; with 100% employer match about $138,304 at 4% or $92,203 at 6%.
Excel Supplements LLC 401(K) Plan-6$56,322$13,679$2,280iApproximate average salary by contribution assumption: employee only about $56,996 at 4% or $37,997 at 6%; with 50% employer match about $37,997 at 4% or $25,331 at 6%; with 100% employer match about $28,498 at 4% or $18,999 at 6%.
Excel Supplements LLC Soca Benefit Plan-3$3,461$52,707$17,569iApproximate average salary by contribution assumption: employee only about $439,225 at 4% or $292,817 at 6%; with 50% employer match about $292,817 at 4% or $195,211 at 6%; with 100% employer match about $219,613 at 4% or $146,408 at 6%.
202326$42,174$72,050$12,008iApproximate average salary by contribution assumption: employee only about $300,208 at 4% or $200,139 at 6%; with 50% employer match about $200,139 at 4% or $133,426 at 6%; with 100% employer match about $150,104 at 4% or $100,069 at 6%.
Excel Supplements LLC 401(K) Plan-6$38,751$19,350$3,225iApproximate average salary by contribution assumption: employee only about $80,625 at 4% or $53,750 at 6%; with 50% employer match about $53,750 at 4% or $35,833 at 6%; with 100% employer match about $40,313 at 4% or $26,875 at 6%.
Excel Supplements LLC Soca Benefit Plan-3$3,423$52,700$17,567iApproximate average salary by contribution assumption: employee only about $439,167 at 4% or $292,778 at 6%; with 50% employer match about $292,778 at 4% or $195,185 at 6%; with 100% employer match about $219,583 at 4% or $146,389 at 6%.
202226$31,374$66,564$11,094iApproximate average salary by contribution assumption: employee only about $277,350 at 4% or $184,900 at 6%; with 50% employer match about $184,900 at 4% or $123,267 at 6%; with 100% employer match about $138,675 at 4% or $92,450 at 6%.
Excel Supplements LLC 401(K) Plan-6$28,571$14,835$2,473iApproximate average salary by contribution assumption: employee only about $61,813 at 4% or $41,208 at 6%; with 50% employer match about $41,208 at 4% or $27,472 at 6%; with 100% employer match about $30,906 at 4% or $20,604 at 6%.
Excel Supplements LLC Soca Benefit Plan-4$2,803$51,729$12,932iApproximate average salary by contribution assumption: employee only about $323,306 at 4% or $215,538 at 6%; with 50% employer match about $215,538 at 4% or $143,692 at 6%; with 100% employer match about $161,653 at 4% or $107,769 at 6%.
202127$24,273$64,979$9,283iApproximate average salary by contribution assumption: employee only about $232,068 at 4% or $154,712 at 6%; with 50% employer match about $154,712 at 4% or $103,141 at 6%; with 100% employer match about $116,034 at 4% or $77,356 at 6%.
Excel Supplements LLC 401(K) Plan-7$23,272$21,943$3,135iApproximate average salary by contribution assumption: employee only about $78,368 at 4% or $52,245 at 6%; with 50% employer match about $52,245 at 4% or $34,830 at 6%; with 100% employer match about $39,184 at 4% or $26,123 at 6%.
Excel Supplements LLC Soca Benefit Plan-5$1,001$43,036$8,607iApproximate average salary by contribution assumption: employee only about $215,180 at 4% or $143,453 at 6%; with 50% employer match about $143,453 at 4% or $95,636 at 6%; with 100% employer match about $107,590 at 4% or $71,727 at 6%.