Civic Intelligence

Excalibur Home Management LLC

Plan context: Excalibur Home Management LLC 401(K) Plan

EIN 58-2251822 • Alpharetta, GA • 18 filings • 4 plans

2855 Marconi Drive, Suite 310Alpharetta, GA 30005
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$2,218,016

2024 Contributions

$507,162

Historical Graphs

Total Assets Over Time

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

$2,218,016$1,109,008$0200820162024YearValue
$2,218,016Latest year 2024

Participants Over Time

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

134670200820162024YearValue
27Latest 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
2024127$2,218,016$507,162$18,784iApproximate average salary by contribution assumption: employee only about $469,594 at 4% or $313,063 at 6%; with 50% employer match about $313,063 at 4% or $208,709 at 6%; with 100% employer match about $234,797 at 4% or $156,531 at 6%.
Excalibur Home Management LLC 401(K) Plan-27$2,218,016$507,162$18,784iApproximate average salary by contribution assumption: employee only about $469,594 at 4% or $313,063 at 6%; with 50% employer match about $313,063 at 4% or $208,709 at 6%; with 100% employer match about $234,797 at 4% or $156,531 at 6%.
20232134$1,709,235$281,225$2,099iApproximate average salary by contribution assumption: employee only about $52,467 at 4% or $34,978 at 6%; with 50% employer match about $34,978 at 4% or $23,319 at 6%; with 100% employer match about $26,234 at 4% or $17,489 at 6%.
Excalibur Home Management LLC 401(K) Plan-46$1,709,235$281,225$6,114iApproximate average salary by contribution assumption: employee only about $152,840 at 4% or $101,893 at 6%; with 50% employer match about $101,893 at 4% or $67,929 at 6%; with 100% employer match about $76,420 at 4% or $50,947 at 6%.
Excalibur Homes LLC Wellfare Benefit Plan-134---
2022127$1,216,272$237,039$8,779iApproximate average salary by contribution assumption: employee only about $219,481 at 4% or $146,320 at 6%; with 50% employer match about $146,320 at 4% or $97,547 at 6%; with 100% employer match about $109,740 at 4% or $73,160 at 6%.
Excalibur Home Management LLC 401(K) Plan-27$1,216,272$237,039$8,779iApproximate average salary by contribution assumption: employee only about $219,481 at 4% or $146,320 at 6%; with 50% employer match about $146,320 at 4% or $97,547 at 6%; with 100% employer match about $109,740 at 4% or $73,160 at 6%.
2021120$1,145,171$138,337$6,917iApproximate average salary by contribution assumption: employee only about $172,921 at 4% or $115,281 at 6%; with 50% employer match about $115,281 at 4% or $76,854 at 6%; with 100% employer match about $86,461 at 4% or $57,640 at 6%.
Excalibur Home Management LLC 401(K) Plan-20$1,145,171$138,337$6,917iApproximate average salary by contribution assumption: employee only about $172,921 at 4% or $115,281 at 6%; with 50% employer match about $115,281 at 4% or $76,854 at 6%; with 100% employer match about $86,461 at 4% or $57,640 at 6%.
2020116$815,284$122,778$7,674iApproximate average salary by contribution assumption: employee only about $191,841 at 4% or $127,894 at 6%; with 50% employer match about $127,894 at 4% or $85,263 at 6%; with 100% employer match about $95,920 at 4% or $63,947 at 6%.
Excalibur Home Management LLC 401(K) Plan-16$815,284$122,778$7,674iApproximate average salary by contribution assumption: employee only about $191,841 at 4% or $127,894 at 6%; with 50% employer match about $127,894 at 4% or $85,263 at 6%; with 100% employer match about $95,920 at 4% or $63,947 at 6%.
2019116$744,905$85,972$5,373iApproximate average salary by contribution assumption: employee only about $134,331 at 4% or $89,554 at 6%; with 50% employer match about $89,554 at 4% or $59,703 at 6%; with 100% employer match about $67,166 at 4% or $44,777 at 6%.
Excalibur Home Management LLC 401(K) Plan-16$744,905$85,972$5,373iApproximate average salary by contribution assumption: employee only about $134,331 at 4% or $89,554 at 6%; with 50% employer match about $89,554 at 4% or $59,703 at 6%; with 100% employer match about $67,166 at 4% or $44,777 at 6%.
2018115$618,134$74,862$4,991iApproximate average salary by contribution assumption: employee only about $124,770 at 4% or $83,180 at 6%; with 50% employer match about $83,180 at 4% or $55,453 at 6%; with 100% employer match about $62,385 at 4% or $41,590 at 6%.
Excalibur Home Management LLC 401(K) Plan-15$618,134$74,862$4,991iApproximate average salary by contribution assumption: employee only about $124,770 at 4% or $83,180 at 6%; with 50% employer match about $83,180 at 4% or $55,453 at 6%; with 100% employer match about $62,385 at 4% or $41,590 at 6%.
2017117$743,948$71,710$4,218iApproximate average salary by contribution assumption: employee only about $105,456 at 4% or $70,304 at 6%; with 50% employer match about $70,304 at 4% or $46,869 at 6%; with 100% employer match about $52,728 at 4% or $35,152 at 6%.
Excalibur Home Management LLC 401(K) Plan-17$743,948$71,710$4,218iApproximate average salary by contribution assumption: employee only about $105,456 at 4% or $70,304 at 6%; with 50% employer match about $70,304 at 4% or $46,869 at 6%; with 100% employer match about $52,728 at 4% or $35,152 at 6%.
2016121$605,272$74,168$3,532iApproximate average salary by contribution assumption: employee only about $88,295 at 4% or $58,863 at 6%; with 50% employer match about $58,863 at 4% or $39,242 at 6%; with 100% employer match about $44,148 at 4% or $29,432 at 6%.
Excalibur Home Management LLC 401(K) Plan-21$605,272$74,168$3,532iApproximate average salary by contribution assumption: employee only about $88,295 at 4% or $58,863 at 6%; with 50% employer match about $58,863 at 4% or $39,242 at 6%; with 100% employer match about $44,148 at 4% or $29,432 at 6%.
2015120$564,247$75,007$3,750iApproximate average salary by contribution assumption: employee only about $93,759 at 4% or $62,506 at 6%; with 50% employer match about $62,506 at 4% or $41,671 at 6%; with 100% employer match about $46,879 at 4% or $31,253 at 6%.
Excalibur Home Management LLC 401(K) Plan-20$564,247$75,007$3,750iApproximate average salary by contribution assumption: employee only about $93,759 at 4% or $62,506 at 6%; with 50% employer match about $62,506 at 4% or $41,671 at 6%; with 100% employer match about $46,879 at 4% or $31,253 at 6%.
2014117$531,440$74,126$4,360iApproximate average salary by contribution assumption: employee only about $109,009 at 4% or $72,673 at 6%; with 50% employer match about $72,673 at 4% or $48,448 at 6%; with 100% employer match about $54,504 at 4% or $36,336 at 6%.
Excalibur Home Management LLC 401(K) Plan-17$531,440$74,126$4,360iApproximate average salary by contribution assumption: employee only about $109,009 at 4% or $72,673 at 6%; with 50% employer match about $72,673 at 4% or $48,448 at 6%; with 100% employer match about $54,504 at 4% or $36,336 at 6%.
2013118$501,841$70,362$3,909iApproximate average salary by contribution assumption: employee only about $97,725 at 4% or $65,150 at 6%; with 50% employer match about $65,150 at 4% or $43,433 at 6%; with 100% employer match about $48,863 at 4% or $32,575 at 6%.
Excalibur Home Management LLC 401(K) Plan-18$501,841$70,362$3,909iApproximate average salary by contribution assumption: employee only about $97,725 at 4% or $65,150 at 6%; with 50% employer match about $65,150 at 4% or $43,433 at 6%; with 100% employer match about $48,863 at 4% or $32,575 at 6%.
2012114$403,366$56,260$4,019iApproximate average salary by contribution assumption: employee only about $100,464 at 4% or $66,976 at 6%; with 50% employer match about $66,976 at 4% or $44,651 at 6%; with 100% employer match about $50,232 at 4% or $33,488 at 6%.
Excalibur Home Management LLC 401(K) Plan-14$403,366$56,260$4,019iApproximate average salary by contribution assumption: employee only about $100,464 at 4% or $66,976 at 6%; with 50% employer match about $66,976 at 4% or $44,651 at 6%; with 100% employer match about $50,232 at 4% or $33,488 at 6%.
2011115$311,137$85,631$5,709iApproximate average salary by contribution assumption: employee only about $142,718 at 4% or $95,146 at 6%; with 50% employer match about $95,146 at 4% or $63,430 at 6%; with 100% employer match about $71,359 at 4% or $47,573 at 6%.
Excalibur Home Management LLC 401(K) Plan-15$311,137$85,631$5,709iApproximate average salary by contribution assumption: employee only about $142,718 at 4% or $95,146 at 6%; with 50% employer match about $95,146 at 4% or $63,430 at 6%; with 100% employer match about $71,359 at 4% or $47,573 at 6%.
2010113$258,276$77,416$5,955iApproximate average salary by contribution assumption: employee only about $148,877 at 4% or $99,251 at 6%; with 50% employer match about $99,251 at 4% or $66,168 at 6%; with 100% employer match about $74,438 at 4% or $49,626 at 6%.
Excalibur Home Management LLC 401(K) Plan-13$258,276$77,416$5,955iApproximate average salary by contribution assumption: employee only about $148,877 at 4% or $99,251 at 6%; with 50% employer match about $99,251 at 4% or $66,168 at 6%; with 100% employer match about $74,438 at 4% or $49,626 at 6%.
2009110$155,384$53,257$5,326iApproximate average salary by contribution assumption: employee only about $133,143 at 4% or $88,762 at 6%; with 50% employer match about $88,762 at 4% or $59,174 at 6%; with 100% employer match about $66,571 at 4% or $44,381 at 6%.
Excalibur Home Management LLC 401(K) Plan-10$155,384$53,257$5,326iApproximate average salary by contribution assumption: employee only about $133,143 at 4% or $88,762 at 6%; with 50% employer match about $88,762 at 4% or $59,174 at 6%; with 100% employer match about $66,571 at 4% or $44,381 at 6%.
200819$68,603$99,572$11,064iApproximate average salary by contribution assumption: employee only about $276,589 at 4% or $184,393 at 6%; with 50% employer match about $184,393 at 4% or $122,928 at 6%; with 100% employer match about $138,294 at 4% or $92,196 at 6%.
Excalibur Home Management LLC 401(K) Plan-9$68,603$99,572$11,064iApproximate average salary by contribution assumption: employee only about $276,589 at 4% or $184,393 at 6%; with 50% employer match about $184,393 at 4% or $122,928 at 6%; with 100% employer match about $138,294 at 4% or $92,196 at 6%.