Exencial Wealth Advisors
Plan context: Exencial Wealth Advisors 401(K) Plan
EIN 47-3558396 • Oklahoma City, OK • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
115
2024 Assets
$7,913,776
2024 Contributions
$1,821,369
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 115 | $7,913,776 | $1,821,369 | $15,838iApproximate average salary by contribution assumption: employee only about $395,950 at 4% or $263,967 at 6%; with 50% employer match about $263,967 at 4% or $175,978 at 6%; with 100% employer match about $197,975 at 4% or $131,983 at 6%. |
| Exencial Wealth Advisors 401(K) Plan | - | 115 | $7,913,776 | $1,821,369 | $15,838iApproximate average salary by contribution assumption: employee only about $395,950 at 4% or $263,967 at 6%; with 50% employer match about $263,967 at 4% or $175,978 at 6%; with 100% employer match about $197,975 at 4% or $131,983 at 6%. |
| 2023 | 1 | 126 | $5,755,735 | $1,562,563 | $12,401iApproximate average salary by contribution assumption: employee only about $310,032 at 4% or $206,688 at 6%; with 50% employer match about $206,688 at 4% or $137,792 at 6%; with 100% employer match about $155,016 at 4% or $103,344 at 6%. |
| Exencial Wealth Advisors 401(K) Plan | - | 126 | $5,755,735 | $1,562,563 | $12,401iApproximate average salary by contribution assumption: employee only about $310,032 at 4% or $206,688 at 6%; with 50% employer match about $206,688 at 4% or $137,792 at 6%; with 100% employer match about $155,016 at 4% or $103,344 at 6%. |
| 2022 | 1 | 116 | $3,736,111 | $1,715,709 | $14,791iApproximate average salary by contribution assumption: employee only about $369,765 at 4% or $246,510 at 6%; with 50% employer match about $246,510 at 4% or $164,340 at 6%; with 100% employer match about $184,882 at 4% or $123,255 at 6%. |
| Exencial Wealth Advisors 401(K) Plan | - | 116 | $3,736,111 | $1,715,709 | $14,791iApproximate average salary by contribution assumption: employee only about $369,765 at 4% or $246,510 at 6%; with 50% employer match about $246,510 at 4% or $164,340 at 6%; with 100% employer match about $184,882 at 4% or $123,255 at 6%. |
| 2021 | 1 | 95 | $2,760,447 | $1,443,720 | $15,197iApproximate average salary by contribution assumption: employee only about $379,926 at 4% or $253,284 at 6%; with 50% employer match about $253,284 at 4% or $168,856 at 6%; with 100% employer match about $189,963 at 4% or $126,642 at 6%. |
| Exencial Wealth Advisors 401(K) Plan | - | 95 | $2,760,447 | $1,443,720 | $15,197iApproximate average salary by contribution assumption: employee only about $379,926 at 4% or $253,284 at 6%; with 50% employer match about $253,284 at 4% or $168,856 at 6%; with 100% employer match about $189,963 at 4% or $126,642 at 6%. |
| 2020 | 1 | 71 | $1,157,153 | $1,011,808 | $14,251iApproximate average salary by contribution assumption: employee only about $356,270 at 4% or $237,514 at 6%; with 50% employer match about $237,514 at 4% or $158,342 at 6%; with 100% employer match about $178,135 at 4% or $118,757 at 6%. |
| Exencial Wealth Advisors 401(K) Plan | - | 71 | $1,157,153 | $1,011,808 | $14,251iApproximate average salary by contribution assumption: employee only about $356,270 at 4% or $237,514 at 6%; with 50% employer match about $237,514 at 4% or $158,342 at 6%; with 100% employer match about $178,135 at 4% or $118,757 at 6%. |