Civic Intelligence

Excell Wealth Partners 401K Plan

Plan context: Excell Wealth Partners 401K Plan

EIN 82-3030575 • Battle Ground, WA • 7 filings • 2 plans

1707 SW 25th CirBattle Ground, WA 98604-4880
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$922,460

2025 Contributions

$81,115

Historical Graphs

Total Assets Over Time

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

$922,460$461,230$0201820222024YearValue
$922,460Latest year 2024

Participants Over Time

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

320201820222024YearValue
2Latest year 2024

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
202510$0$81,115-
Excell Wealth Partners 401K Plan-0$0$81,115-
202412$922,460$84,495$42,248iApproximate average salary by contribution assumption: employee only about $1,056,188 at 4% or $704,125 at 6%; with 50% employer match about $704,125 at 4% or $469,417 at 6%; with 100% employer match about $528,094 at 4% or $352,063 at 6%.
Excell Wealth Partners 401K Plan-2$922,460$84,495$42,248iApproximate average salary by contribution assumption: employee only about $1,056,188 at 4% or $704,125 at 6%; with 50% employer match about $704,125 at 4% or $469,417 at 6%; with 100% employer match about $528,094 at 4% or $352,063 at 6%.
202312$755,767$79,587$39,794iApproximate average salary by contribution assumption: employee only about $994,838 at 4% or $663,225 at 6%; with 50% employer match about $663,225 at 4% or $442,150 at 6%; with 100% employer match about $497,419 at 4% or $331,613 at 6%.
Excell Wealth Partners 401K Plan-2$755,767$79,587$39,794iApproximate average salary by contribution assumption: employee only about $994,838 at 4% or $663,225 at 6%; with 50% employer match about $663,225 at 4% or $442,150 at 6%; with 100% employer match about $497,419 at 4% or $331,613 at 6%.
202213$619,804$79,154$26,385iApproximate average salary by contribution assumption: employee only about $659,617 at 4% or $439,744 at 6%; with 50% employer match about $439,744 at 4% or $293,163 at 6%; with 100% employer match about $329,808 at 4% or $219,872 at 6%.
Excell Wealth Partners 401K Plan-3$619,804$79,154$26,385iApproximate average salary by contribution assumption: employee only about $659,617 at 4% or $439,744 at 6%; with 50% employer match about $439,744 at 4% or $293,163 at 6%; with 100% employer match about $329,808 at 4% or $219,872 at 6%.
202113$667,011$70,881$23,627iApproximate average salary by contribution assumption: employee only about $590,675 at 4% or $393,783 at 6%; with 50% employer match about $393,783 at 4% or $262,522 at 6%; with 100% employer match about $295,338 at 4% or $196,892 at 6%.
Excell Wealth Partners 401K Plan-3$667,011$70,881$23,627iApproximate average salary by contribution assumption: employee only about $590,675 at 4% or $393,783 at 6%; with 50% employer match about $393,783 at 4% or $262,522 at 6%; with 100% employer match about $295,338 at 4% or $196,892 at 6%.
201912$77,178$69,656$34,828iApproximate average salary by contribution assumption: employee only about $870,700 at 4% or $580,467 at 6%; with 50% employer match about $580,467 at 4% or $386,978 at 6%; with 100% employer match about $435,350 at 4% or $290,233 at 6%.
Excell Wealth Partners 401K Plan-2$77,178$69,656$34,828iApproximate average salary by contribution assumption: employee only about $870,700 at 4% or $580,467 at 6%; with 50% employer match about $580,467 at 4% or $386,978 at 6%; with 100% employer match about $435,350 at 4% or $290,233 at 6%.
201812$7,157$7,157$3,579iApproximate average salary by contribution assumption: employee only about $89,463 at 4% or $59,642 at 6%; with 50% employer match about $59,642 at 4% or $39,761 at 6%; with 100% employer match about $44,731 at 4% or $29,821 at 6%.
Excell Wealth Partners 401K Plan-2$7,157$7,157$3,579iApproximate average salary by contribution assumption: employee only about $89,463 at 4% or $59,642 at 6%; with 50% employer match about $59,642 at 4% or $39,761 at 6%; with 100% employer match about $44,731 at 4% or $29,821 at 6%.