Civic Intelligence

Excel Mso LLC

Plan context: Excel Mso LLC 401(K) Plan

EIN 77-0560460 • San Jose, CA • 22 filings • 2 plans

75 E. Santa Clara St.Suite 950San Jose, CA 95113
Current Snapshot

Latest Year

2023

2023 Participants

124

2023 Assets

$5,856,416

2023 Contributions

$1,055,082

Historical Graphs

Total Assets Over Time

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

$6,809,745$3,404,873$0200220132022YearValue
$5,856,416Latest year 2022

Participants Over Time

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

124620200120122022YearValue
124Latest year 2022

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
202310$0$0-
Excel Mso LLC 401(K) Plan-0---
20221124$5,856,416$1,055,082$8,509iApproximate average salary by contribution assumption: employee only about $212,718 at 4% or $141,812 at 6%; with 50% employer match about $141,812 at 4% or $94,541 at 6%; with 100% employer match about $106,359 at 4% or $70,906 at 6%.
Excel Mso LLC 401(K) Plan-124$5,856,416$1,055,082$8,509iApproximate average salary by contribution assumption: employee only about $212,718 at 4% or $141,812 at 6%; with 50% employer match about $141,812 at 4% or $94,541 at 6%; with 100% employer match about $106,359 at 4% or $70,906 at 6%.
20211107$6,809,745$1,115,683$10,427iApproximate average salary by contribution assumption: employee only about $260,674 at 4% or $173,782 at 6%; with 50% employer match about $173,782 at 4% or $115,855 at 6%; with 100% employer match about $130,337 at 4% or $86,891 at 6%.
Excel Mso LLC 401(K) Plan-107$6,809,745$1,115,683$10,427iApproximate average salary by contribution assumption: employee only about $260,674 at 4% or $173,782 at 6%; with 50% employer match about $173,782 at 4% or $115,855 at 6%; with 100% employer match about $130,337 at 4% or $86,891 at 6%.
20201105$5,511,277$729,236$6,945iApproximate average salary by contribution assumption: employee only about $173,628 at 4% or $115,752 at 6%; with 50% employer match about $115,752 at 4% or $77,168 at 6%; with 100% employer match about $86,814 at 4% or $57,876 at 6%.
Excel Mso LLC 401(K) Plan-105$5,511,277$729,236$6,945iApproximate average salary by contribution assumption: employee only about $173,628 at 4% or $115,752 at 6%; with 50% employer match about $115,752 at 4% or $77,168 at 6%; with 100% employer match about $86,814 at 4% or $57,876 at 6%.
2019195$4,220,323$779,663$8,207iApproximate average salary by contribution assumption: employee only about $205,174 at 4% or $136,783 at 6%; with 50% employer match about $136,783 at 4% or $91,189 at 6%; with 100% employer match about $102,587 at 4% or $68,391 at 6%.
Excel Mso LLC 401(K) Plan-95$4,220,323$779,663$8,207iApproximate average salary by contribution assumption: employee only about $205,174 at 4% or $136,783 at 6%; with 50% employer match about $136,783 at 4% or $91,189 at 6%; with 100% employer match about $102,587 at 4% or $68,391 at 6%.
2018176$3,226,073$659,892$8,683iApproximate average salary by contribution assumption: employee only about $217,070 at 4% or $144,713 at 6%; with 50% employer match about $144,713 at 4% or $96,475 at 6%; with 100% employer match about $108,535 at 4% or $72,357 at 6%.
Excel Mso LLC 401(K) Plan-76$3,226,073$659,892$8,683iApproximate average salary by contribution assumption: employee only about $217,070 at 4% or $144,713 at 6%; with 50% employer match about $144,713 at 4% or $96,475 at 6%; with 100% employer match about $108,535 at 4% or $72,357 at 6%.
2017195$3,298,131$703,913$7,410iApproximate average salary by contribution assumption: employee only about $185,240 at 4% or $123,494 at 6%; with 50% employer match about $123,494 at 4% or $82,329 at 6%; with 100% employer match about $92,620 at 4% or $61,747 at 6%.
Excel Mso LLC 401(K) Plan-95$3,298,131$703,913$7,410iApproximate average salary by contribution assumption: employee only about $185,240 at 4% or $123,494 at 6%; with 50% employer match about $123,494 at 4% or $82,329 at 6%; with 100% employer match about $92,620 at 4% or $61,747 at 6%.
2016168$3,109,068$605,341$8,902iApproximate average salary by contribution assumption: employee only about $222,552 at 4% or $148,368 at 6%; with 50% employer match about $148,368 at 4% or $98,912 at 6%; with 100% employer match about $111,276 at 4% or $74,184 at 6%.
Excel Mso LLC 401(K) Plan-68$3,109,068$605,341$8,902iApproximate average salary by contribution assumption: employee only about $222,552 at 4% or $148,368 at 6%; with 50% employer match about $148,368 at 4% or $98,912 at 6%; with 100% employer match about $111,276 at 4% or $74,184 at 6%.
2015146$2,972,886$214,591$4,665iApproximate average salary by contribution assumption: employee only about $116,626 at 4% or $77,750 at 6%; with 50% employer match about $77,750 at 4% or $51,834 at 6%; with 100% employer match about $58,313 at 4% or $38,875 at 6%.
Excel Mso LLC 401(K) Plan-46$2,972,886$214,591$4,665iApproximate average salary by contribution assumption: employee only about $116,626 at 4% or $77,750 at 6%; with 50% employer match about $77,750 at 4% or $51,834 at 6%; with 100% employer match about $58,313 at 4% or $38,875 at 6%.
2014130$2,842,544$297,898$9,930iApproximate average salary by contribution assumption: employee only about $248,248 at 4% or $165,499 at 6%; with 50% employer match about $165,499 at 4% or $110,333 at 6%; with 100% employer match about $124,124 at 4% or $82,749 at 6%.
Excel Mso LLC 401(K) Plan-30$2,842,544$297,898$9,930iApproximate average salary by contribution assumption: employee only about $248,248 at 4% or $165,499 at 6%; with 50% employer match about $165,499 at 4% or $110,333 at 6%; with 100% employer match about $124,124 at 4% or $82,749 at 6%.
2013131$3,026,496$384,682$12,409iApproximate average salary by contribution assumption: employee only about $310,227 at 4% or $206,818 at 6%; with 50% employer match about $206,818 at 4% or $137,879 at 6%; with 100% employer match about $155,114 at 4% or $103,409 at 6%.
Excel Mso LLC 401(K) Plan-31$3,026,496$384,682$12,409iApproximate average salary by contribution assumption: employee only about $310,227 at 4% or $206,818 at 6%; with 50% employer match about $206,818 at 4% or $137,879 at 6%; with 100% employer match about $155,114 at 4% or $103,409 at 6%.
2012125$2,275,713$231,676$9,267iApproximate average salary by contribution assumption: employee only about $231,676 at 4% or $154,451 at 6%; with 50% employer match about $154,451 at 4% or $102,967 at 6%; with 100% employer match about $115,838 at 4% or $77,225 at 6%.
Excel Mso LLC 401(K) Plan-25$2,275,713$231,676$9,267iApproximate average salary by contribution assumption: employee only about $231,676 at 4% or $154,451 at 6%; with 50% employer match about $154,451 at 4% or $102,967 at 6%; with 100% employer match about $115,838 at 4% or $77,225 at 6%.
2010126$1,819,929$330,792$12,723iApproximate average salary by contribution assumption: employee only about $318,069 at 4% or $212,046 at 6%; with 50% employer match about $212,046 at 4% or $141,364 at 6%; with 100% employer match about $159,035 at 4% or $106,023 at 6%.
Excel Mso LLC 401(K) Plan-26$1,819,929$330,792$12,723iApproximate average salary by contribution assumption: employee only about $318,069 at 4% or $212,046 at 6%; with 50% employer match about $212,046 at 4% or $141,364 at 6%; with 100% employer match about $159,035 at 4% or $106,023 at 6%.
2009128$1,318,481$243,370$8,692iApproximate average salary by contribution assumption: employee only about $217,295 at 4% or $144,863 at 6%; with 50% employer match about $144,863 at 4% or $96,575 at 6%; with 100% employer match about $108,647 at 4% or $72,432 at 6%.
Excel Mso LLC 401(K) Plan-28$1,318,481$243,370$8,692iApproximate average salary by contribution assumption: employee only about $217,295 at 4% or $144,863 at 6%; with 50% employer match about $144,863 at 4% or $96,575 at 6%; with 100% employer match about $108,647 at 4% or $72,432 at 6%.
2008129$986,123$249,960$8,619iApproximate average salary by contribution assumption: employee only about $215,483 at 4% or $143,655 at 6%; with 50% employer match about $143,655 at 4% or $95,770 at 6%; with 100% employer match about $107,741 at 4% or $71,828 at 6%.
Excel Mso LLC 401(K) Plan-29$986,123$249,960$8,619iApproximate average salary by contribution assumption: employee only about $215,483 at 4% or $143,655 at 6%; with 50% employer match about $143,655 at 4% or $95,770 at 6%; with 100% employer match about $107,741 at 4% or $71,828 at 6%.
2007127$1,155,630$269,455$9,980iApproximate average salary by contribution assumption: employee only about $249,495 at 4% or $166,330 at 6%; with 50% employer match about $166,330 at 4% or $110,887 at 6%; with 100% employer match about $124,748 at 4% or $83,165 at 6%.
Excel Mso LLC 401(K) Plan-27$1,155,630$269,455$9,980iApproximate average salary by contribution assumption: employee only about $249,495 at 4% or $166,330 at 6%; with 50% employer match about $166,330 at 4% or $110,887 at 6%; with 100% employer match about $124,748 at 4% or $83,165 at 6%.
2006127$944,697$182,259$6,750iApproximate average salary by contribution assumption: employee only about $168,758 at 4% or $112,506 at 6%; with 50% employer match about $112,506 at 4% or $75,004 at 6%; with 100% employer match about $84,379 at 4% or $56,253 at 6%.
Excel Mso LLC 401(K) Plan-27$944,697$182,259$6,750iApproximate average salary by contribution assumption: employee only about $168,758 at 4% or $112,506 at 6%; with 50% employer match about $112,506 at 4% or $75,004 at 6%; with 100% employer match about $84,379 at 4% or $56,253 at 6%.
2005129$681,700$222,490$7,672iApproximate average salary by contribution assumption: employee only about $191,802 at 4% or $127,868 at 6%; with 50% employer match about $127,868 at 4% or $85,245 at 6%; with 100% employer match about $95,901 at 4% or $63,934 at 6%.
Excel Mso LLC 401(K) Plan-29$681,700$222,490$7,672iApproximate average salary by contribution assumption: employee only about $191,802 at 4% or $127,868 at 6%; with 50% employer match about $127,868 at 4% or $85,245 at 6%; with 100% employer match about $95,901 at 4% or $63,934 at 6%.
2004129$435,505$146,470$5,051iApproximate average salary by contribution assumption: employee only about $126,267 at 4% or $84,178 at 6%; with 50% employer match about $84,178 at 4% or $56,119 at 6%; with 100% employer match about $63,134 at 4% or $42,089 at 6%.
Excel Mso LLC 401(K) Plan-29$435,505$146,470$5,051iApproximate average salary by contribution assumption: employee only about $126,267 at 4% or $84,178 at 6%; with 50% employer match about $84,178 at 4% or $56,119 at 6%; with 100% employer match about $63,134 at 4% or $42,089 at 6%.
2003128$301,255$131,311$4,690iApproximate average salary by contribution assumption: employee only about $117,242 at 4% or $78,161 at 6%; with 50% employer match about $78,161 at 4% or $52,108 at 6%; with 100% employer match about $58,621 at 4% or $39,081 at 6%.
Excel Mso LLC 401(K) Plan-28$301,255$131,311$4,690iApproximate average salary by contribution assumption: employee only about $117,242 at 4% or $78,161 at 6%; with 50% employer match about $78,161 at 4% or $52,108 at 6%; with 100% employer match about $58,621 at 4% or $39,081 at 6%.
2002129$140,038$90,362$3,116iApproximate average salary by contribution assumption: employee only about $77,898 at 4% or $51,932 at 6%; with 50% employer match about $51,932 at 4% or $34,621 at 6%; with 100% employer match about $38,949 at 4% or $25,966 at 6%.
Excel Mso LLC 401(K) Plan-29$140,038$90,362$3,116iApproximate average salary by contribution assumption: employee only about $77,898 at 4% or $51,932 at 6%; with 50% employer match about $51,932 at 4% or $34,621 at 6%; with 100% employer match about $38,949 at 4% or $25,966 at 6%.
2001136$0$0-
Excel Mso LLC 401(K) Plan-36---