Excel Wealth Management
Plan context: Excel Wealth Management 401K Plan
EIN 81-2780637 • Bradenton, FL • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$7,972
2025 Contributions
$5,398
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 | 1 | $7,972 | $5,398 | $5,398iApproximate average salary by contribution assumption: employee only about $134,950 at 4% or $89,967 at 6%; with 50% employer match about $89,967 at 4% or $59,978 at 6%; with 100% employer match about $67,475 at 4% or $44,983 at 6%. |
| Excel Wealth Management 401K Plan | - | 1 | $7,972 | $5,398 | $5,398iApproximate average salary by contribution assumption: employee only about $134,950 at 4% or $89,967 at 6%; with 50% employer match about $89,967 at 4% or $59,978 at 6%; with 100% employer match about $67,475 at 4% or $44,983 at 6%. |
| 2024 | 1 | 1 | $1,861 | $1,819 | $1,819iApproximate average salary by contribution assumption: employee only about $45,475 at 4% or $30,317 at 6%; with 50% employer match about $30,317 at 4% or $20,211 at 6%; with 100% employer match about $22,738 at 4% or $15,158 at 6%. |
| Excel Wealth Management 401K Plan | - | 1 | $1,861 | $1,819 | $1,819iApproximate average salary by contribution assumption: employee only about $45,475 at 4% or $30,317 at 6%; with 50% employer match about $30,317 at 4% or $20,211 at 6%; with 100% employer match about $22,738 at 4% or $15,158 at 6%. |