Civic Intelligence

Excelsior Charter Group

Plan context: Excelsior Charter Group Erisa 403B Plan

EIN 47-4577793 • Victorville, CA • 14 filings • 6 plans

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15505 Civic DrVictorville, CA 92392-2357
Current Snapshot

Latest Year

2024

2024 Participants

110

2024 Assets

$3,809,818

2024 Contributions

$827,072

Historical Graphs

Total Assets Over Time

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

$6,145,102$3,072,551$0201620202024YearValue
$3,809,818Latest year 2024

Participants Over Time

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

134670201620202024YearValue
110Latest year 2024

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
20241110$3,809,818$827,072$7,519iApproximate average salary by contribution assumption: employee only about $187,971 at 4% or $125,314 at 6%; with 50% employer match about $125,314 at 4% or $83,543 at 6%; with 100% employer match about $93,985 at 4% or $62,657 at 6%.
Excelsior Charter Group Erisa 403B Plan-110$3,809,818$827,072$7,519iApproximate average salary by contribution assumption: employee only about $187,971 at 4% or $125,314 at 6%; with 50% employer match about $125,314 at 4% or $83,543 at 6%; with 100% employer match about $93,985 at 4% or $62,657 at 6%.
20233113$6,145,102$1,446,096$12,797iApproximate average salary by contribution assumption: employee only about $319,933 at 4% or $213,288 at 6%; with 50% employer match about $213,288 at 4% or $142,192 at 6%; with 100% employer match about $159,966 at 4% or $106,644 at 6%.
Excelsior Charter Group Erisa 403B Plan-113$2,931,223$715,748$6,334iApproximate average salary by contribution assumption: employee only about $158,351 at 4% or $105,568 at 6%; with 50% employer match about $105,568 at 4% or $70,378 at 6%; with 100% employer match about $79,176 at 4% or $52,784 at 6%.
Excelsior Charter Group Erisa 403B Plan-113$2,869,510$654,035$5,788iApproximate average salary by contribution assumption: employee only about $144,698 at 4% or $96,465 at 6%; with 50% employer match about $96,465 at 4% or $64,310 at 6%; with 100% employer match about $72,349 at 4% or $48,233 at 6%.
EXCELSIOR CHARTER GROUP CONTRACT EE'S 403(B) PLAN-1$344,369$76,313$76,313iApproximate average salary by contribution assumption: employee only about $1,907,825 at 4% or $1,271,883 at 6%; with 50% employer match about $1,271,883 at 4% or $847,922 at 6%; with 100% employer match about $953,913 at 4% or $635,942 at 6%.
20221134$1,949,052$527,916$3,940iApproximate average salary by contribution assumption: employee only about $98,492 at 4% or $65,661 at 6%; with 50% employer match about $65,661 at 4% or $43,774 at 6%; with 100% employer match about $49,246 at 4% or $32,831 at 6%.
Excelsior Charter Group Erisa 403B Plan-134$1,949,052$527,916$3,940iApproximate average salary by contribution assumption: employee only about $98,492 at 4% or $65,661 at 6%; with 50% employer match about $65,661 at 4% or $43,774 at 6%; with 100% employer match about $49,246 at 4% or $32,831 at 6%.
20212105$2,158,936$440,135$4,192iApproximate average salary by contribution assumption: employee only about $104,794 at 4% or $69,863 at 6%; with 50% employer match about $69,863 at 4% or $46,575 at 6%; with 100% employer match about $52,397 at 4% or $34,931 at 6%.
Excelsior Charter Group Erisa 403B Plan-105$1,961,841$368,520$3,510iApproximate average salary by contribution assumption: employee only about $87,743 at 4% or $58,495 at 6%; with 50% employer match about $58,495 at 4% or $38,997 at 6%; with 100% employer match about $43,871 at 4% or $29,248 at 6%.
Excelsior Charter Group Erisa 403B Plan-1$197,095$71,615$71,615iApproximate average salary by contribution assumption: employee only about $1,790,375 at 4% or $1,193,583 at 6%; with 50% employer match about $1,193,583 at 4% or $795,722 at 6%; with 100% employer match about $895,188 at 4% or $596,792 at 6%.
2020276$1,595,246$331,828$4,366iApproximate average salary by contribution assumption: employee only about $109,154 at 4% or $72,769 at 6%; with 50% employer match about $72,769 at 4% or $48,513 at 6%; with 100% employer match about $54,577 at 4% or $36,385 at 6%.
Excelsior Charter Group Erisa 403B Plan-76$1,440,579$269,312$3,544iApproximate average salary by contribution assumption: employee only about $88,589 at 4% or $59,060 at 6%; with 50% employer match about $59,060 at 4% or $39,373 at 6%; with 100% employer match about $44,295 at 4% or $29,530 at 6%.
Excelsior Charter Group Erisa 403B Plan-1$154,667$62,516$62,516iApproximate average salary by contribution assumption: employee only about $1,562,900 at 4% or $1,041,933 at 6%; with 50% employer match about $1,041,933 at 4% or $694,622 at 6%; with 100% employer match about $781,450 at 4% or $520,967 at 6%.
2019170$998,847$309,987$4,428iApproximate average salary by contribution assumption: employee only about $110,710 at 4% or $73,806 at 6%; with 50% employer match about $73,806 at 4% or $49,204 at 6%; with 100% employer match about $55,355 at 4% or $36,903 at 6%.
Excelsior Charter Group Erisa 403B Plan-70$998,847$309,987$4,428iApproximate average salary by contribution assumption: employee only about $110,710 at 4% or $73,806 at 6%; with 50% employer match about $73,806 at 4% or $49,204 at 6%; with 100% employer match about $55,355 at 4% or $36,903 at 6%.
2018254$631,782$287,427$5,323iApproximate average salary by contribution assumption: employee only about $133,068 at 4% or $88,712 at 6%; with 50% employer match about $88,712 at 4% or $59,141 at 6%; with 100% employer match about $66,534 at 4% or $44,356 at 6%.
Excelsior Charter Group Erisa 403B Plan-54$624,529$280,347$5,192iApproximate average salary by contribution assumption: employee only about $129,790 at 4% or $86,527 at 6%; with 50% employer match about $86,527 at 4% or $57,685 at 6%; with 100% employer match about $64,895 at 4% or $43,263 at 6%.
Excelsior Charter Group Erisa 403B Plan-1$7,253$7,080$7,080iApproximate average salary by contribution assumption: employee only about $177,000 at 4% or $118,000 at 6%; with 50% employer match about $118,000 at 4% or $78,667 at 6%; with 100% employer match about $88,500 at 4% or $59,000 at 6%.
2017123$369,171$231,529$10,066iApproximate average salary by contribution assumption: employee only about $251,662 at 4% or $167,775 at 6%; with 50% employer match about $167,775 at 4% or $111,850 at 6%; with 100% employer match about $125,831 at 4% or $83,887 at 6%.
Excelsior Charter Group Erisa 403B Plan-23$369,171$231,529$10,066iApproximate average salary by contribution assumption: employee only about $251,662 at 4% or $167,775 at 6%; with 50% employer match about $167,775 at 4% or $111,850 at 6%; with 100% employer match about $125,831 at 4% or $83,887 at 6%.
2016123$95,705$94,822$4,123iApproximate average salary by contribution assumption: employee only about $103,067 at 4% or $68,712 at 6%; with 50% employer match about $68,712 at 4% or $45,808 at 6%; with 100% employer match about $51,534 at 4% or $34,356 at 6%.
Excelsior Charter Group Erisa 403B Plan-23$95,705$94,822$4,123iApproximate average salary by contribution assumption: employee only about $103,067 at 4% or $68,712 at 6%; with 50% employer match about $68,712 at 4% or $45,808 at 6%; with 100% employer match about $51,534 at 4% or $34,356 at 6%.