Excelsior Trading Co. Inc.
Plan context: Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan
EIN 59-1693588 • Miami, FL • 27 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$5,067,208
2025 Contributions
$130,714
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 | 8 | $5,067,208 | $130,714 | $16,339iApproximate average salary by contribution assumption: employee only about $408,481 at 4% or $272,321 at 6%; with 50% employer match about $272,321 at 4% or $181,547 at 6%; with 100% employer match about $204,241 at 4% or $136,160 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 8 | $5,067,208 | $130,714 | $16,339iApproximate average salary by contribution assumption: employee only about $408,481 at 4% or $272,321 at 6%; with 50% employer match about $272,321 at 4% or $181,547 at 6%; with 100% employer match about $204,241 at 4% or $136,160 at 6%. |
| 2024 | 1 | 8 | $4,551,077 | $138,054 | $17,257iApproximate average salary by contribution assumption: employee only about $431,419 at 4% or $287,613 at 6%; with 50% employer match about $287,613 at 4% or $191,742 at 6%; with 100% employer match about $215,709 at 4% or $143,806 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 8 | $4,551,077 | $138,054 | $17,257iApproximate average salary by contribution assumption: employee only about $431,419 at 4% or $287,613 at 6%; with 50% employer match about $287,613 at 4% or $191,742 at 6%; with 100% employer match about $215,709 at 4% or $143,806 at 6%. |
| 2023 | 1 | 8 | $2,890,772 | $127,967 | $15,996iApproximate average salary by contribution assumption: employee only about $399,897 at 4% or $266,598 at 6%; with 50% employer match about $266,598 at 4% or $177,732 at 6%; with 100% employer match about $199,948 at 4% or $133,299 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 8 | $2,890,772 | $127,967 | $15,996iApproximate average salary by contribution assumption: employee only about $399,897 at 4% or $266,598 at 6%; with 50% employer match about $266,598 at 4% or $177,732 at 6%; with 100% employer match about $199,948 at 4% or $133,299 at 6%. |
| 2022 | 1 | 8 | $1,730,675 | $52,420 | $6,553iApproximate average salary by contribution assumption: employee only about $163,813 at 4% or $109,208 at 6%; with 50% employer match about $109,208 at 4% or $72,806 at 6%; with 100% employer match about $81,906 at 4% or $54,604 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 8 | $1,730,675 | $52,420 | $6,553iApproximate average salary by contribution assumption: employee only about $163,813 at 4% or $109,208 at 6%; with 50% employer match about $109,208 at 4% or $72,806 at 6%; with 100% employer match about $81,906 at 4% or $54,604 at 6%. |
| 2021 | 1 | 9 | $2,773,092 | $51,887 | $5,765iApproximate average salary by contribution assumption: employee only about $144,131 at 4% or $96,087 at 6%; with 50% employer match about $96,087 at 4% or $64,058 at 6%; with 100% employer match about $72,065 at 4% or $48,044 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 9 | $2,773,092 | $51,887 | $5,765iApproximate average salary by contribution assumption: employee only about $144,131 at 4% or $96,087 at 6%; with 50% employer match about $96,087 at 4% or $64,058 at 6%; with 100% employer match about $72,065 at 4% or $48,044 at 6%. |
| 2020 | 1 | 9 | $2,378,781 | $49,437 | $5,493iApproximate average salary by contribution assumption: employee only about $137,325 at 4% or $91,550 at 6%; with 50% employer match about $91,550 at 4% or $61,033 at 6%; with 100% employer match about $68,663 at 4% or $45,775 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 9 | $2,378,781 | $49,437 | $5,493iApproximate average salary by contribution assumption: employee only about $137,325 at 4% or $91,550 at 6%; with 50% employer match about $91,550 at 4% or $61,033 at 6%; with 100% employer match about $68,663 at 4% or $45,775 at 6%. |
| 2019 | 1 | 8 | $1,303,075 | $49,047 | $6,131iApproximate average salary by contribution assumption: employee only about $153,272 at 4% or $102,181 at 6%; with 50% employer match about $102,181 at 4% or $68,121 at 6%; with 100% employer match about $76,636 at 4% or $51,091 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 8 | $1,303,075 | $49,047 | $6,131iApproximate average salary by contribution assumption: employee only about $153,272 at 4% or $102,181 at 6%; with 50% employer match about $102,181 at 4% or $68,121 at 6%; with 100% employer match about $76,636 at 4% or $51,091 at 6%. |
| 2018 | 1 | 8 | $983,700 | $53,705 | $6,713iApproximate average salary by contribution assumption: employee only about $167,828 at 4% or $111,885 at 6%; with 50% employer match about $111,885 at 4% or $74,590 at 6%; with 100% employer match about $83,914 at 4% or $55,943 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 8 | $983,700 | $53,705 | $6,713iApproximate average salary by contribution assumption: employee only about $167,828 at 4% or $111,885 at 6%; with 50% employer match about $111,885 at 4% or $74,590 at 6%; with 100% employer match about $83,914 at 4% or $55,943 at 6%. |
| 2017 | 1 | 8 | $1,859,781 | $62,690 | $7,836iApproximate average salary by contribution assumption: employee only about $195,906 at 4% or $130,604 at 6%; with 50% employer match about $130,604 at 4% or $87,069 at 6%; with 100% employer match about $97,953 at 4% or $65,302 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 8 | $1,859,781 | $62,690 | $7,836iApproximate average salary by contribution assumption: employee only about $195,906 at 4% or $130,604 at 6%; with 50% employer match about $130,604 at 4% or $87,069 at 6%; with 100% employer match about $97,953 at 4% or $65,302 at 6%. |
| 2016 | 1 | 7 | $1,450,361 | $60,221 | $8,603iApproximate average salary by contribution assumption: employee only about $215,075 at 4% or $143,383 at 6%; with 50% employer match about $143,383 at 4% or $95,589 at 6%; with 100% employer match about $107,538 at 4% or $71,692 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 7 | $1,450,361 | $60,221 | $8,603iApproximate average salary by contribution assumption: employee only about $215,075 at 4% or $143,383 at 6%; with 50% employer match about $143,383 at 4% or $95,589 at 6%; with 100% employer match about $107,538 at 4% or $71,692 at 6%. |
| 2015 | 1 | 7 | $1,264,635 | $61,886 | $8,841iApproximate average salary by contribution assumption: employee only about $221,021 at 4% or $147,348 at 6%; with 50% employer match about $147,348 at 4% or $98,232 at 6%; with 100% employer match about $110,511 at 4% or $73,674 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 7 | $1,264,635 | $61,886 | $8,841iApproximate average salary by contribution assumption: employee only about $221,021 at 4% or $147,348 at 6%; with 50% employer match about $147,348 at 4% or $98,232 at 6%; with 100% employer match about $110,511 at 4% or $73,674 at 6%. |
| 2014 | 1 | 8 | $1,233,673 | $58,377 | $7,297iApproximate average salary by contribution assumption: employee only about $182,428 at 4% or $121,619 at 6%; with 50% employer match about $121,619 at 4% or $81,079 at 6%; with 100% employer match about $91,214 at 4% or $60,809 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 8 | $1,233,673 | $58,377 | $7,297iApproximate average salary by contribution assumption: employee only about $182,428 at 4% or $121,619 at 6%; with 50% employer match about $121,619 at 4% or $81,079 at 6%; with 100% employer match about $91,214 at 4% or $60,809 at 6%. |
| 2013 | 1 | 7 | $984,704 | $67,016 | $9,574iApproximate average salary by contribution assumption: employee only about $239,343 at 4% or $159,562 at 6%; with 50% employer match about $159,562 at 4% or $106,375 at 6%; with 100% employer match about $119,671 at 4% or $79,781 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 7 | $984,704 | $67,016 | $9,574iApproximate average salary by contribution assumption: employee only about $239,343 at 4% or $159,562 at 6%; with 50% employer match about $159,562 at 4% or $106,375 at 6%; with 100% employer match about $119,671 at 4% or $79,781 at 6%. |
| 2012 | 1 | 9 | $856,966 | $62,542 | $6,949iApproximate average salary by contribution assumption: employee only about $173,728 at 4% or $115,819 at 6%; with 50% employer match about $115,819 at 4% or $77,212 at 6%; with 100% employer match about $86,864 at 4% or $57,909 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 9 | $856,966 | $62,542 | $6,949iApproximate average salary by contribution assumption: employee only about $173,728 at 4% or $115,819 at 6%; with 50% employer match about $115,819 at 4% or $77,212 at 6%; with 100% employer match about $86,864 at 4% or $57,909 at 6%. |
| 2011 | 1 | 9 | $817,767 | $63,049 | $7,005iApproximate average salary by contribution assumption: employee only about $175,136 at 4% or $116,757 at 6%; with 50% employer match about $116,757 at 4% or $77,838 at 6%; with 100% employer match about $87,568 at 4% or $58,379 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 9 | $817,767 | $63,049 | $7,005iApproximate average salary by contribution assumption: employee only about $175,136 at 4% or $116,757 at 6%; with 50% employer match about $116,757 at 4% or $77,838 at 6%; with 100% employer match about $87,568 at 4% or $58,379 at 6%. |
| 2010 | 1 | 9 | $752,513 | $57,895 | $6,433iApproximate average salary by contribution assumption: employee only about $160,819 at 4% or $107,213 at 6%; with 50% employer match about $107,213 at 4% or $71,475 at 6%; with 100% employer match about $80,410 at 4% or $53,606 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 9 | $752,513 | $57,895 | $6,433iApproximate average salary by contribution assumption: employee only about $160,819 at 4% or $107,213 at 6%; with 50% employer match about $107,213 at 4% or $71,475 at 6%; with 100% employer match about $80,410 at 4% or $53,606 at 6%. |
| 2009 | 1 | 9 | $734,910 | $67,175 | $7,464iApproximate average salary by contribution assumption: employee only about $186,597 at 4% or $124,398 at 6%; with 50% employer match about $124,398 at 4% or $82,932 at 6%; with 100% employer match about $93,299 at 4% or $62,199 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 9 | $734,910 | $67,175 | $7,464iApproximate average salary by contribution assumption: employee only about $186,597 at 4% or $124,398 at 6%; with 50% employer match about $124,398 at 4% or $82,932 at 6%; with 100% employer match about $93,299 at 4% or $62,199 at 6%. |
| 2008 | 1 | 11 | $570,184 | $74,751 | $6,796iApproximate average salary by contribution assumption: employee only about $169,889 at 4% or $113,259 at 6%; with 50% employer match about $113,259 at 4% or $75,506 at 6%; with 100% employer match about $84,944 at 4% or $56,630 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 11 | $570,184 | $74,751 | $6,796iApproximate average salary by contribution assumption: employee only about $169,889 at 4% or $113,259 at 6%; with 50% employer match about $113,259 at 4% or $75,506 at 6%; with 100% employer match about $84,944 at 4% or $56,630 at 6%. |
| 2007 | 1 | 11 | $946,310 | $83,300 | $7,573iApproximate average salary by contribution assumption: employee only about $189,318 at 4% or $126,212 at 6%; with 50% employer match about $126,212 at 4% or $84,141 at 6%; with 100% employer match about $94,659 at 4% or $63,106 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 11 | $946,310 | $83,300 | $7,573iApproximate average salary by contribution assumption: employee only about $189,318 at 4% or $126,212 at 6%; with 50% employer match about $126,212 at 4% or $84,141 at 6%; with 100% employer match about $94,659 at 4% or $63,106 at 6%. |
| 2006 | 1 | 10 | $903,167 | $78,752 | $7,875iApproximate average salary by contribution assumption: employee only about $196,880 at 4% or $131,253 at 6%; with 50% employer match about $131,253 at 4% or $87,502 at 6%; with 100% employer match about $98,440 at 4% or $65,627 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 10 | $903,167 | $78,752 | $7,875iApproximate average salary by contribution assumption: employee only about $196,880 at 4% or $131,253 at 6%; with 50% employer match about $131,253 at 4% or $87,502 at 6%; with 100% employer match about $98,440 at 4% or $65,627 at 6%. |
| 2005 | 1 | 10 | $747,400 | $72,648 | $7,265iApproximate average salary by contribution assumption: employee only about $181,620 at 4% or $121,080 at 6%; with 50% employer match about $121,080 at 4% or $80,720 at 6%; with 100% employer match about $90,810 at 4% or $60,540 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 10 | $747,400 | $72,648 | $7,265iApproximate average salary by contribution assumption: employee only about $181,620 at 4% or $121,080 at 6%; with 50% employer match about $121,080 at 4% or $80,720 at 6%; with 100% employer match about $90,810 at 4% or $60,540 at 6%. |
| 2004 | 1 | 10 | $617,384 | $65,879 | $6,588iApproximate average salary by contribution assumption: employee only about $164,698 at 4% or $109,798 at 6%; with 50% employer match about $109,798 at 4% or $73,199 at 6%; with 100% employer match about $82,349 at 4% or $54,899 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 10 | $617,384 | $65,879 | $6,588iApproximate average salary by contribution assumption: employee only about $164,698 at 4% or $109,798 at 6%; with 50% employer match about $109,798 at 4% or $73,199 at 6%; with 100% employer match about $82,349 at 4% or $54,899 at 6%. |
| 2003 | 1 | 10 | $502,222 | $60,444 | $6,044iApproximate average salary by contribution assumption: employee only about $151,110 at 4% or $100,740 at 6%; with 50% employer match about $100,740 at 4% or $67,160 at 6%; with 100% employer match about $75,555 at 4% or $50,370 at 6%. |
| EXCELSIOR TRADING CO., INC. 401K | - | 10 | $502,222 | $60,444 | $6,044iApproximate average salary by contribution assumption: employee only about $151,110 at 4% or $100,740 at 6%; with 50% employer match about $100,740 at 4% or $67,160 at 6%; with 100% employer match about $75,555 at 4% or $50,370 at 6%. |
| 2002 | 1 | 10 | $398,885 | $57,578 | $5,758iApproximate average salary by contribution assumption: employee only about $143,945 at 4% or $95,963 at 6%; with 50% employer match about $95,963 at 4% or $63,976 at 6%; with 100% employer match about $71,973 at 4% or $47,982 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 10 | $398,885 | $57,578 | $5,758iApproximate average salary by contribution assumption: employee only about $143,945 at 4% or $95,963 at 6%; with 50% employer match about $95,963 at 4% or $63,976 at 6%; with 100% employer match about $71,973 at 4% or $47,982 at 6%. |
| 2001 | 1 | 9 | $462,111 | $55,970 | $6,219iApproximate average salary by contribution assumption: employee only about $155,472 at 4% or $103,648 at 6%; with 50% employer match about $103,648 at 4% or $69,099 at 6%; with 100% employer match about $77,736 at 4% or $51,824 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 9 | $462,111 | $55,970 | $6,219iApproximate average salary by contribution assumption: employee only about $155,472 at 4% or $103,648 at 6%; with 50% employer match about $103,648 at 4% or $69,099 at 6%; with 100% employer match about $77,736 at 4% or $51,824 at 6%. |
| 2000 | 1 | 9 | $641,725 | $58,589 | $6,510iApproximate average salary by contribution assumption: employee only about $162,747 at 4% or $108,498 at 6%; with 50% employer match about $108,498 at 4% or $72,332 at 6%; with 100% employer match about $81,374 at 4% or $54,249 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 9 | $641,725 | $58,589 | $6,510iApproximate average salary by contribution assumption: employee only about $162,747 at 4% or $108,498 at 6%; with 50% employer match about $108,498 at 4% or $72,332 at 6%; with 100% employer match about $81,374 at 4% or $54,249 at 6%. |
| 1999 | 1 | 8 | $859,684 | $48,723 | $6,090iApproximate average salary by contribution assumption: employee only about $152,259 at 4% or $101,506 at 6%; with 50% employer match about $101,506 at 4% or $67,671 at 6%; with 100% employer match about $76,130 at 4% or $50,753 at 6%. |
| Excelsior Trading Co. Inc. Thrift & Profit Sharing Plan | - | 8 | $859,684 | $48,723 | $6,090iApproximate average salary by contribution assumption: employee only about $152,259 at 4% or $101,506 at 6%; with 50% employer match about $101,506 at 4% or $67,671 at 6%; with 100% employer match about $76,130 at 4% or $50,753 at 6%. |