EXCELLIGENCE LEARNING CORP.
Plan context: Excelligence Learning Corporation 401(K) Plan
EIN 77-0559897 • Monterey, CA • 41 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
625
2025 Assets
$40,428,679
2025 Contributions
$5,214,365
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 | 625 | $0 | $0 | - |
| Excelligence Learning Corporation Health & Welfare Plan | - | 625 | - | - | - |
| 2024 | 2 | 1,099 | $40,428,679 | $5,214,365 | $4,745iApproximate average salary by contribution assumption: employee only about $118,616 at 4% or $79,077 at 6%; with 50% employer match about $79,077 at 4% or $52,718 at 6%; with 100% employer match about $59,308 at 4% or $39,539 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 1,099 | $40,428,679 | $5,214,365 | $4,745iApproximate average salary by contribution assumption: employee only about $118,616 at 4% or $79,077 at 6%; with 50% employer match about $79,077 at 4% or $52,718 at 6%; with 100% employer match about $59,308 at 4% or $39,539 at 6%. |
| Excelligence Learning Corporation Health & Welfare Plan | - | 535 | - | - | - |
| 2023 | 2 | 826 | $34,051,585 | $5,192,849 | $6,287iApproximate average salary by contribution assumption: employee only about $157,169 at 4% or $104,779 at 6%; with 50% employer match about $104,779 at 4% or $69,853 at 6%; with 100% employer match about $78,584 at 4% or $52,390 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 826 | $34,051,585 | $5,192,849 | $6,287iApproximate average salary by contribution assumption: employee only about $157,169 at 4% or $104,779 at 6%; with 50% employer match about $104,779 at 4% or $69,853 at 6%; with 100% employer match about $78,584 at 4% or $52,390 at 6%. |
| Excelligence Learning Corporation Health & Welfare Plan | - | 563 | - | - | - |
| 2022 | 1 | 896 | $26,751,081 | $4,689,857 | $5,234iApproximate average salary by contribution assumption: employee only about $130,855 at 4% or $87,237 at 6%; with 50% employer match about $87,237 at 4% or $58,158 at 6%; with 100% employer match about $65,428 at 4% or $43,618 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 896 | $26,751,081 | $4,689,857 | $5,234iApproximate average salary by contribution assumption: employee only about $130,855 at 4% or $87,237 at 6%; with 50% employer match about $87,237 at 4% or $58,158 at 6%; with 100% employer match about $65,428 at 4% or $43,618 at 6%. |
| 2021 | 1 | 927 | $32,183,859 | $4,326,967 | $4,668iApproximate average salary by contribution assumption: employee only about $116,693 at 4% or $77,795 at 6%; with 50% employer match about $77,795 at 4% or $51,863 at 6%; with 100% employer match about $58,346 at 4% or $38,898 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 927 | $32,183,859 | $4,326,967 | $4,668iApproximate average salary by contribution assumption: employee only about $116,693 at 4% or $77,795 at 6%; with 50% employer match about $77,795 at 4% or $51,863 at 6%; with 100% employer match about $58,346 at 4% or $38,898 at 6%. |
| 2020 | 2 | 794 | $26,964,003 | $3,061,191 | $3,855iApproximate average salary by contribution assumption: employee only about $96,385 at 4% or $64,257 at 6%; with 50% employer match about $64,257 at 4% or $42,838 at 6%; with 100% employer match about $48,193 at 4% or $32,128 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 794 | $26,964,003 | $3,061,191 | $3,855iApproximate average salary by contribution assumption: employee only about $96,385 at 4% or $64,257 at 6%; with 50% employer match about $64,257 at 4% or $42,838 at 6%; with 100% employer match about $48,193 at 4% or $32,128 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 0 | - | - | - |
| 2019 | 2 | 617 | $15,489,331 | $1,514,122 | $2,454iApproximate average salary by contribution assumption: employee only about $61,350 at 4% or $40,900 at 6%; with 50% employer match about $40,900 at 4% or $27,267 at 6%; with 100% employer match about $30,675 at 4% or $20,450 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 617 | $15,369,663 | $1,394,454 | $2,260iApproximate average salary by contribution assumption: employee only about $56,501 at 4% or $37,668 at 6%; with 50% employer match about $37,668 at 4% or $25,112 at 6%; with 100% employer match about $28,251 at 4% or $18,834 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 105 | $119,668 | $119,668 | $1,140iApproximate average salary by contribution assumption: employee only about $28,492 at 4% or $18,995 at 6%; with 50% employer match about $18,995 at 4% or $12,663 at 6%; with 100% employer match about $14,246 at 4% or $9,497 at 6%. |
| 2018 | 2 | 587 | $13,470,922 | $1,328,002 | $2,262iApproximate average salary by contribution assumption: employee only about $56,559 at 4% or $37,706 at 6%; with 50% employer match about $37,706 at 4% or $25,137 at 6%; with 100% employer match about $28,279 at 4% or $18,853 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 587 | $13,343,214 | $1,200,294 | $2,045iApproximate average salary by contribution assumption: employee only about $51,120 at 4% or $34,080 at 6%; with 50% employer match about $34,080 at 4% or $22,720 at 6%; with 100% employer match about $25,560 at 4% or $17,040 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 100 | $127,708 | $127,708 | $1,277iApproximate average salary by contribution assumption: employee only about $31,927 at 4% or $21,285 at 6%; with 50% employer match about $21,285 at 4% or $14,190 at 6%; with 100% employer match about $15,963 at 4% or $10,642 at 6%. |
| 2017 | 2 | 591 | $14,178,748 | $1,373,084 | $2,323iApproximate average salary by contribution assumption: employee only about $58,083 at 4% or $38,722 at 6%; with 50% employer match about $38,722 at 4% or $25,815 at 6%; with 100% employer match about $29,042 at 4% or $19,361 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 591 | $14,097,731 | $1,292,067 | $2,186iApproximate average salary by contribution assumption: employee only about $54,656 at 4% or $36,437 at 6%; with 50% employer match about $36,437 at 4% or $24,292 at 6%; with 100% employer match about $27,328 at 4% or $18,219 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 59 | $81,017 | $81,017 | $1,373iApproximate average salary by contribution assumption: employee only about $34,329 at 4% or $22,886 at 6%; with 50% employer match about $22,886 at 4% or $15,257 at 6%; with 100% employer match about $17,165 at 4% or $11,443 at 6%. |
| 2016 | 2 | 506 | $10,905,657 | $841,375 | $1,663iApproximate average salary by contribution assumption: employee only about $41,570 at 4% or $27,713 at 6%; with 50% employer match about $27,713 at 4% or $18,476 at 6%; with 100% employer match about $20,785 at 4% or $13,857 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 506 | $10,857,298 | $793,016 | $1,567iApproximate average salary by contribution assumption: employee only about $39,181 at 4% or $26,120 at 6%; with 50% employer match about $26,120 at 4% or $17,414 at 6%; with 100% employer match about $19,590 at 4% or $13,060 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 43 | $48,359 | $48,359 | $1,125iApproximate average salary by contribution assumption: employee only about $28,116 at 4% or $18,744 at 6%; with 50% employer match about $18,744 at 4% or $12,496 at 6%; with 100% employer match about $14,058 at 4% or $9,372 at 6%. |
| 2015 | 2 | 516 | $10,062,784 | $801,397 | $1,553iApproximate average salary by contribution assumption: employee only about $38,827 at 4% or $25,885 at 6%; with 50% employer match about $25,885 at 4% or $17,257 at 6%; with 100% employer match about $19,414 at 4% or $12,942 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 516 | $10,017,876 | $756,489 | $1,466iApproximate average salary by contribution assumption: employee only about $36,652 at 4% or $24,434 at 6%; with 50% employer match about $24,434 at 4% or $16,290 at 6%; with 100% employer match about $18,326 at 4% or $12,217 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 40 | $44,908 | $44,908 | $1,123iApproximate average salary by contribution assumption: employee only about $28,068 at 4% or $18,712 at 6%; with 50% employer match about $18,712 at 4% or $12,474 at 6%; with 100% employer match about $14,034 at 4% or $9,356 at 6%. |
| 2014 | 2 | 496 | $9,781,596 | $754,042 | $1,520iApproximate average salary by contribution assumption: employee only about $38,006 at 4% or $25,337 at 6%; with 50% employer match about $25,337 at 4% or $16,892 at 6%; with 100% employer match about $19,003 at 4% or $12,669 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 496 | $9,774,917 | $694,071 | $1,399iApproximate average salary by contribution assumption: employee only about $34,983 at 4% or $23,322 at 6%; with 50% employer match about $23,322 at 4% or $15,548 at 6%; with 100% employer match about $17,492 at 4% or $11,661 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 52 | $6,679 | $59,971 | $1,153iApproximate average salary by contribution assumption: employee only about $28,832 at 4% or $19,221 at 6%; with 50% employer match about $19,221 at 4% or $12,814 at 6%; with 100% employer match about $14,416 at 4% or $9,611 at 6%. |
| 2013 | 2 | 474 | $9,031,871 | $789,937 | $1,667iApproximate average salary by contribution assumption: employee only about $41,663 at 4% or $27,776 at 6%; with 50% employer match about $27,776 at 4% or $18,517 at 6%; with 100% employer match about $20,832 at 4% or $13,888 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 474 | $9,029,970 | $742,485 | $1,566iApproximate average salary by contribution assumption: employee only about $39,161 at 4% or $26,107 at 6%; with 50% employer match about $26,107 at 4% or $17,405 at 6%; with 100% employer match about $19,580 at 4% or $13,054 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 36 | $1,901 | $47,452 | $1,318iApproximate average salary by contribution assumption: employee only about $32,953 at 4% or $21,969 at 6%; with 50% employer match about $21,969 at 4% or $14,646 at 6%; with 100% employer match about $16,476 at 4% or $10,984 at 6%. |
| 2012 | 2 | 496 | $7,720,112 | $756,015 | $1,524iApproximate average salary by contribution assumption: employee only about $38,106 at 4% or $25,404 at 6%; with 50% employer match about $25,404 at 4% or $16,936 at 6%; with 100% employer match about $19,053 at 4% or $12,702 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 496 | $7,719,188 | $691,389 | $1,394iApproximate average salary by contribution assumption: employee only about $34,848 at 4% or $23,232 at 6%; with 50% employer match about $23,232 at 4% or $15,488 at 6%; with 100% employer match about $17,424 at 4% or $11,616 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 40 | $924 | $64,626 | $1,616iApproximate average salary by contribution assumption: employee only about $40,391 at 4% or $26,928 at 6%; with 50% employer match about $26,928 at 4% or $17,952 at 6%; with 100% employer match about $20,196 at 4% or $13,464 at 6%. |
| 2011 | 2 | 470 | $6,743,926 | $738,746 | $1,572iApproximate average salary by contribution assumption: employee only about $39,295 at 4% or $26,197 at 6%; with 50% employer match about $26,197 at 4% or $17,464 at 6%; with 100% employer match about $19,648 at 4% or $13,098 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 470 | $6,739,256 | $708,025 | $1,506iApproximate average salary by contribution assumption: employee only about $37,661 at 4% or $25,107 at 6%; with 50% employer match about $25,107 at 4% or $16,738 at 6%; with 100% employer match about $18,830 at 4% or $12,554 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 34 | $4,670 | $30,721 | $904iApproximate average salary by contribution assumption: employee only about $22,589 at 4% or $15,059 at 6%; with 50% employer match about $15,059 at 4% or $10,040 at 6%; with 100% employer match about $11,294 at 4% or $7,530 at 6%. |
| 2010 | 2 | 489 | $6,451,280 | $775,894 | $1,587iApproximate average salary by contribution assumption: employee only about $39,667 at 4% or $26,445 at 6%; with 50% employer match about $26,445 at 4% or $17,630 at 6%; with 100% employer match about $19,834 at 4% or $13,222 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 489 | $6,445,741 | $693,470 | $1,418iApproximate average salary by contribution assumption: employee only about $35,453 at 4% or $23,636 at 6%; with 50% employer match about $23,636 at 4% or $15,757 at 6%; with 100% employer match about $17,727 at 4% or $11,818 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 55 | $5,539 | $82,424 | $1,499iApproximate average salary by contribution assumption: employee only about $37,465 at 4% or $24,977 at 6%; with 50% employer match about $24,977 at 4% or $16,651 at 6%; with 100% employer match about $18,733 at 4% or $12,488 at 6%. |
| 2009 | 2 | 511 | $5,472,400 | $683,913 | $1,338iApproximate average salary by contribution assumption: employee only about $33,460 at 4% or $22,306 at 6%; with 50% employer match about $22,306 at 4% or $14,871 at 6%; with 100% employer match about $16,730 at 4% or $11,153 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 511 | $5,471,670 | $613,175 | $1,200iApproximate average salary by contribution assumption: employee only about $29,999 at 4% or $19,999 at 6%; with 50% employer match about $19,999 at 4% or $13,333 at 6%; with 100% employer match about $14,999 at 4% or $10,000 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 46 | $730 | $70,738 | $1,538iApproximate average salary by contribution assumption: employee only about $38,445 at 4% or $25,630 at 6%; with 50% employer match about $25,630 at 4% or $17,086 at 6%; with 100% employer match about $19,222 at 4% or $12,815 at 6%. |
| 2008 | 2 | 522 | $4,058,538 | $815,881 | $1,563iApproximate average salary by contribution assumption: employee only about $39,075 at 4% or $26,050 at 6%; with 50% employer match about $26,050 at 4% or $17,367 at 6%; with 100% employer match about $19,537 at 4% or $13,025 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 522 | $4,058,538 | $815,881 | $1,563iApproximate average salary by contribution assumption: employee only about $39,075 at 4% or $26,050 at 6%; with 50% employer match about $26,050 at 4% or $17,367 at 6%; with 100% employer match about $19,537 at 4% or $13,025 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 48 | - | - | - |
| 2007 | 2 | 504 | $5,215,584 | $755,220 | $1,498iApproximate average salary by contribution assumption: employee only about $37,461 at 4% or $24,974 at 6%; with 50% employer match about $24,974 at 4% or $16,649 at 6%; with 100% employer match about $18,731 at 4% or $12,487 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 504 | $5,215,584 | $755,220 | $1,498iApproximate average salary by contribution assumption: employee only about $37,461 at 4% or $24,974 at 6%; with 50% employer match about $24,974 at 4% or $16,649 at 6%; with 100% employer match about $18,731 at 4% or $12,487 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 45 | - | - | - |
| 2006 | 2 | 557 | $4,548,310 | $904,266 | $1,623iApproximate average salary by contribution assumption: employee only about $40,586 at 4% or $27,058 at 6%; with 50% employer match about $27,058 at 4% or $18,038 at 6%; with 100% employer match about $20,293 at 4% or $13,529 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 557 | $4,547,264 | $845,176 | $1,517iApproximate average salary by contribution assumption: employee only about $37,934 at 4% or $25,290 at 6%; with 50% employer match about $25,290 at 4% or $16,860 at 6%; with 100% employer match about $18,967 at 4% or $12,645 at 6%. |
| Excelligence Learning Corporation - Flexible Benefits Plan | - | 17 | $1,046 | $59,090 | $3,476iApproximate average salary by contribution assumption: employee only about $86,897 at 4% or $57,931 at 6%; with 50% employer match about $57,931 at 4% or $38,621 at 6%; with 100% employer match about $43,449 at 4% or $28,966 at 6%. |
| 2005 | 1 | 384 | $3,505,088 | $633,261 | $1,649iApproximate average salary by contribution assumption: employee only about $41,228 at 4% or $27,485 at 6%; with 50% employer match about $27,485 at 4% or $18,324 at 6%; with 100% employer match about $20,614 at 4% or $13,743 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 384 | $3,505,088 | $633,261 | $1,649iApproximate average salary by contribution assumption: employee only about $41,228 at 4% or $27,485 at 6%; with 50% employer match about $27,485 at 4% or $18,324 at 6%; with 100% employer match about $20,614 at 4% or $13,743 at 6%. |
| 2004 | 1 | 398 | $2,933,222 | $531,783 | $1,336iApproximate average salary by contribution assumption: employee only about $33,403 at 4% or $22,269 at 6%; with 50% employer match about $22,269 at 4% or $14,846 at 6%; with 100% employer match about $16,702 at 4% or $11,134 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 398 | $2,933,222 | $531,783 | $1,336iApproximate average salary by contribution assumption: employee only about $33,403 at 4% or $22,269 at 6%; with 50% employer match about $22,269 at 4% or $14,846 at 6%; with 100% employer match about $16,702 at 4% or $11,134 at 6%. |
| 2003 | 1 | 225 | $2,693,492 | $499,769 | $2,221iApproximate average salary by contribution assumption: employee only about $55,530 at 4% or $37,020 at 6%; with 50% employer match about $37,020 at 4% or $24,680 at 6%; with 100% employer match about $27,765 at 4% or $18,510 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 225 | $2,693,492 | $499,769 | $2,221iApproximate average salary by contribution assumption: employee only about $55,530 at 4% or $37,020 at 6%; with 50% employer match about $37,020 at 4% or $24,680 at 6%; with 100% employer match about $27,765 at 4% or $18,510 at 6%. |
| 2002 | 1 | 340 | $1,909,907 | $435,590 | $1,281iApproximate average salary by contribution assumption: employee only about $32,029 at 4% or $21,352 at 6%; with 50% employer match about $21,352 at 4% or $14,235 at 6%; with 100% employer match about $16,014 at 4% or $10,676 at 6%. |
| Excelligence Learning Corporation 401(K) Plan | - | 340 | $1,909,907 | $435,590 | $1,281iApproximate average salary by contribution assumption: employee only about $32,029 at 4% or $21,352 at 6%; with 50% employer match about $21,352 at 4% or $14,235 at 6%; with 100% employer match about $16,014 at 4% or $10,676 at 6%. |