Civic Intelligence

Excel Bonds & Insurance Service Inc

Plan context: Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan

EIN 68-0346918 • Sacramento, CA • 21 filings • 3 plans

3620 American River Drive Suite 125Sacramento, CA 95864-0000
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$4,286,138

2019 Contributions

$58,235

Historical Graphs

Total Assets Over Time

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

$4,504,191$2,252,096$0199920112018YearValue
$4,286,138Latest year 2018

Participants Over Time

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

1890199920092018YearValue
12Latest year 2018

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
201910$0$58,235-
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-0$0$58,235-
2018112$4,286,138$91,394$7,616iApproximate average salary by contribution assumption: employee only about $190,404 at 4% or $126,936 at 6%; with 50% employer match about $126,936 at 4% or $84,624 at 6%; with 100% employer match about $95,202 at 4% or $63,468 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-12$4,286,138$91,394$7,616iApproximate average salary by contribution assumption: employee only about $190,404 at 4% or $126,936 at 6%; with 50% employer match about $126,936 at 4% or $84,624 at 6%; with 100% employer match about $95,202 at 4% or $63,468 at 6%.
2017114$4,504,191$185,590$13,256iApproximate average salary by contribution assumption: employee only about $331,411 at 4% or $220,940 at 6%; with 50% employer match about $220,940 at 4% or $147,294 at 6%; with 100% employer match about $165,705 at 4% or $110,470 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-14$4,504,191$185,590$13,256iApproximate average salary by contribution assumption: employee only about $331,411 at 4% or $220,940 at 6%; with 50% employer match about $220,940 at 4% or $147,294 at 6%; with 100% employer match about $165,705 at 4% or $110,470 at 6%.
2016117$3,801,674$176,766$10,398iApproximate average salary by contribution assumption: employee only about $259,950 at 4% or $173,300 at 6%; with 50% employer match about $173,300 at 4% or $115,533 at 6%; with 100% employer match about $129,975 at 4% or $86,650 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-17$3,801,674$176,766$10,398iApproximate average salary by contribution assumption: employee only about $259,950 at 4% or $173,300 at 6%; with 50% employer match about $173,300 at 4% or $115,533 at 6%; with 100% employer match about $129,975 at 4% or $86,650 at 6%.
2015118$3,354,684$48,065$2,670iApproximate average salary by contribution assumption: employee only about $66,757 at 4% or $44,505 at 6%; with 50% employer match about $44,505 at 4% or $29,670 at 6%; with 100% employer match about $33,378 at 4% or $22,252 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-18$3,354,684$48,065$2,670iApproximate average salary by contribution assumption: employee only about $66,757 at 4% or $44,505 at 6%; with 50% employer match about $44,505 at 4% or $29,670 at 6%; with 100% employer match about $33,378 at 4% or $22,252 at 6%.
2014117$3,181,719$173,114$10,183iApproximate average salary by contribution assumption: employee only about $254,579 at 4% or $169,720 at 6%; with 50% employer match about $169,720 at 4% or $113,146 at 6%; with 100% employer match about $127,290 at 4% or $84,860 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-17$3,181,719$173,114$10,183iApproximate average salary by contribution assumption: employee only about $254,579 at 4% or $169,720 at 6%; with 50% employer match about $169,720 at 4% or $113,146 at 6%; with 100% employer match about $127,290 at 4% or $84,860 at 6%.
2013113$3,115,662$141,106$10,854iApproximate average salary by contribution assumption: employee only about $271,358 at 4% or $180,905 at 6%; with 50% employer match about $180,905 at 4% or $120,603 at 6%; with 100% employer match about $135,679 at 4% or $90,453 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-13$3,115,662$141,106$10,854iApproximate average salary by contribution assumption: employee only about $271,358 at 4% or $180,905 at 6%; with 50% employer match about $180,905 at 4% or $120,603 at 6%; with 100% employer match about $135,679 at 4% or $90,453 at 6%.
2012114$2,698,124$161,412$11,529iApproximate average salary by contribution assumption: employee only about $288,236 at 4% or $192,157 at 6%; with 50% employer match about $192,157 at 4% or $128,105 at 6%; with 100% employer match about $144,118 at 4% or $96,079 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-14$2,698,124$161,412$11,529iApproximate average salary by contribution assumption: employee only about $288,236 at 4% or $192,157 at 6%; with 50% employer match about $192,157 at 4% or $128,105 at 6%; with 100% employer match about $144,118 at 4% or $96,079 at 6%.
2011116$2,234,516$111,588$6,974iApproximate average salary by contribution assumption: employee only about $174,356 at 4% or $116,238 at 6%; with 50% employer match about $116,238 at 4% or $77,492 at 6%; with 100% employer match about $87,178 at 4% or $58,119 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-16$2,234,516$111,588$6,974iApproximate average salary by contribution assumption: employee only about $174,356 at 4% or $116,238 at 6%; with 50% employer match about $116,238 at 4% or $77,492 at 6%; with 100% employer match about $87,178 at 4% or $58,119 at 6%.
2010113$1,767,515$113,973$8,767iApproximate average salary by contribution assumption: employee only about $219,179 at 4% or $146,119 at 6%; with 50% employer match about $146,119 at 4% or $97,413 at 6%; with 100% employer match about $109,589 at 4% or $73,060 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-13$1,767,515$113,973$8,767iApproximate average salary by contribution assumption: employee only about $219,179 at 4% or $146,119 at 6%; with 50% employer match about $146,119 at 4% or $97,413 at 6%; with 100% employer match about $109,589 at 4% or $73,060 at 6%.
2009113$1,734,893$123,161$9,474iApproximate average salary by contribution assumption: employee only about $236,848 at 4% or $157,899 at 6%; with 50% employer match about $157,899 at 4% or $105,266 at 6%; with 100% employer match about $118,424 at 4% or $78,949 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-13$1,734,893$123,161$9,474iApproximate average salary by contribution assumption: employee only about $236,848 at 4% or $157,899 at 6%; with 50% employer match about $157,899 at 4% or $105,266 at 6%; with 100% employer match about $118,424 at 4% or $78,949 at 6%.
200819$0$0-
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-9---
200718$0$0-
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-8---
200617$951,106$130,852$18,693iApproximate average salary by contribution assumption: employee only about $467,329 at 4% or $311,552 at 6%; with 50% employer match about $311,552 at 4% or $207,702 at 6%; with 100% employer match about $233,664 at 4% or $155,776 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-7$951,106$130,852$18,693iApproximate average salary by contribution assumption: employee only about $467,329 at 4% or $311,552 at 6%; with 50% employer match about $311,552 at 4% or $207,702 at 6%; with 100% employer match about $233,664 at 4% or $155,776 at 6%.
200519$726,933$116,946$12,994iApproximate average salary by contribution assumption: employee only about $324,850 at 4% or $216,567 at 6%; with 50% employer match about $216,567 at 4% or $144,378 at 6%; with 100% employer match about $162,425 at 4% or $108,283 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-9$726,933$116,946$12,994iApproximate average salary by contribution assumption: employee only about $324,850 at 4% or $216,567 at 6%; with 50% employer match about $216,567 at 4% or $144,378 at 6%; with 100% employer match about $162,425 at 4% or $108,283 at 6%.
200419$401,705$8,217$913iApproximate average salary by contribution assumption: employee only about $22,825 at 4% or $15,217 at 6%; with 50% employer match about $15,217 at 4% or $10,144 at 6%; with 100% employer match about $11,413 at 4% or $7,608 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-9$401,705$8,217$913iApproximate average salary by contribution assumption: employee only about $22,825 at 4% or $15,217 at 6%; with 50% employer match about $15,217 at 4% or $10,144 at 6%; with 100% employer match about $11,413 at 4% or $7,608 at 6%.
200319$0$0-
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-9---
200218$241,685$72,276$9,035iApproximate average salary by contribution assumption: employee only about $225,863 at 4% or $150,575 at 6%; with 50% employer match about $150,575 at 4% or $100,383 at 6%; with 100% employer match about $112,931 at 4% or $75,288 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-8$241,685$72,276$9,035iApproximate average salary by contribution assumption: employee only about $225,863 at 4% or $150,575 at 6%; with 50% employer match about $150,575 at 4% or $100,383 at 6%; with 100% employer match about $112,931 at 4% or $75,288 at 6%.
200119$0$0-
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-9---
200016$0$0-
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-6---
199916$40,534$40,534$6,756iApproximate average salary by contribution assumption: employee only about $168,892 at 4% or $112,594 at 6%; with 50% employer match about $112,594 at 4% or $75,063 at 6%; with 100% employer match about $84,446 at 4% or $56,297 at 6%.
Excel Bonds & Insurance Services Inc. 401K Profit Sharing Plan-6$40,534$40,534$6,756iApproximate average salary by contribution assumption: employee only about $168,892 at 4% or $112,594 at 6%; with 50% employer match about $112,594 at 4% or $75,063 at 6%; with 100% employer match about $84,446 at 4% or $56,297 at 6%.