Excel Financial LLC
Plan context: Excel Financial Individual 401(K) Plan
EIN 74-3235262 • Hastings, MN • 4 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
4
2018 Assets
$1,926,714
2018 Contributions
$105,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 4 | $1,926,714 | $105,000 | $26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%. |
| Excel Financial Individual 401(K) Plan | - | 4 | $1,926,714 | $105,000 | $26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%. |
| 2017 | 1 | 3 | $2,043,959 | $268,842 | $89,614iApproximate average salary by contribution assumption: employee only about $2,240,350 at 4% or $1,493,567 at 6%; with 50% employer match about $1,493,567 at 4% or $995,711 at 6%; with 100% employer match about $1,120,175 at 4% or $746,783 at 6%. |
| Excel Financial Individual 401(K) Plan | - | 3 | $2,043,959 | $268,842 | $89,614iApproximate average salary by contribution assumption: employee only about $2,240,350 at 4% or $1,493,567 at 6%; with 50% employer match about $1,493,567 at 4% or $995,711 at 6%; with 100% employer match about $1,120,175 at 4% or $746,783 at 6%. |
| 2016 | 1 | 4 | $1,502,342 | $115,415 | $28,854iApproximate average salary by contribution assumption: employee only about $721,344 at 4% or $480,896 at 6%; with 50% employer match about $480,896 at 4% or $320,597 at 6%; with 100% employer match about $360,672 at 4% or $240,448 at 6%. |
| Excel Financial Individual 401(K) Plan | - | 4 | $1,502,342 | $115,415 | $28,854iApproximate average salary by contribution assumption: employee only about $721,344 at 4% or $480,896 at 6%; with 50% employer match about $480,896 at 4% or $320,597 at 6%; with 100% employer match about $360,672 at 4% or $240,448 at 6%. |
| 2015 | 1 | 4 | $1,230,093 | $145,611 | $36,403iApproximate average salary by contribution assumption: employee only about $910,069 at 4% or $606,713 at 6%; with 50% employer match about $606,713 at 4% or $404,475 at 6%; with 100% employer match about $455,034 at 4% or $303,356 at 6%. |
| Excel Financial Individual 401(K) Plan | - | 4 | $1,230,093 | $145,611 | $36,403iApproximate average salary by contribution assumption: employee only about $910,069 at 4% or $606,713 at 6%; with 50% employer match about $606,713 at 4% or $404,475 at 6%; with 100% employer match about $455,034 at 4% or $303,356 at 6%. |