Civic Intelligence

OHIO EXCELS

Plan context: OHIO EXCELS 401(K) PROFIT SHARING PLAN & TRUST

EIN 83-1391462 • Columbus, OH • 10 filings • 3 plans

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41 S High Street Suite 2245Columbus, OH 43215
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$810,955

2025 Contributions

$76,495

Historical Graphs

Total Assets Over Time

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

$810,955$405,478$0201820222025YearValue
$810,955Latest year 2025

Participants Over Time

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

530201820222025YearValue
5Latest year 2025

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
202515$810,955$76,495$15,299iApproximate average salary by contribution assumption: employee only about $382,475 at 4% or $254,983 at 6%; with 50% employer match about $254,983 at 4% or $169,989 at 6%; with 100% employer match about $191,238 at 4% or $127,492 at 6%.
OHIO EXCELS 401(K) PROFIT SHARING PLAN & TRUST-5$810,955$76,495$15,299iApproximate average salary by contribution assumption: employee only about $382,475 at 4% or $254,983 at 6%; with 50% employer match about $254,983 at 4% or $169,989 at 6%; with 100% employer match about $191,238 at 4% or $127,492 at 6%.
202415$684,864$90,057$18,011iApproximate average salary by contribution assumption: employee only about $450,285 at 4% or $300,190 at 6%; with 50% employer match about $300,190 at 4% or $200,127 at 6%; with 100% employer match about $225,143 at 4% or $150,095 at 6%.
OHIO EXCELS 401(K) PROFIT SHARING PLAN & TRUST-5$684,864$90,057$18,011iApproximate average salary by contribution assumption: employee only about $450,285 at 4% or $300,190 at 6%; with 50% employer match about $300,190 at 4% or $200,127 at 6%; with 100% employer match about $225,143 at 4% or $150,095 at 6%.
202315$528,239$86,331$17,266iApproximate average salary by contribution assumption: employee only about $431,655 at 4% or $287,770 at 6%; with 50% employer match about $287,770 at 4% or $191,847 at 6%; with 100% employer match about $215,828 at 4% or $143,885 at 6%.
OHIO EXCELS 401(K) PROFIT SHARING PLAN & TRUST-5$528,239$86,331$17,266iApproximate average salary by contribution assumption: employee only about $431,655 at 4% or $287,770 at 6%; with 50% employer match about $287,770 at 4% or $191,847 at 6%; with 100% employer match about $215,828 at 4% or $143,885 at 6%.
202214$386,456$47,366$11,842iApproximate average salary by contribution assumption: employee only about $296,038 at 4% or $197,358 at 6%; with 50% employer match about $197,358 at 4% or $131,572 at 6%; with 100% employer match about $148,019 at 4% or $98,679 at 6%.
OHIO EXCELS 401(K) PROFIT SHARING PLAN & TRUST-4$386,456$47,366$11,842iApproximate average salary by contribution assumption: employee only about $296,038 at 4% or $197,358 at 6%; with 50% employer match about $197,358 at 4% or $131,572 at 6%; with 100% employer match about $148,019 at 4% or $98,679 at 6%.
202114$399,226$36,059$9,015iApproximate average salary by contribution assumption: employee only about $225,369 at 4% or $150,246 at 6%; with 50% employer match about $150,246 at 4% or $100,164 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%.
OHIO EXCELS RETIREMENT PLAN-4$399,226$36,059$9,015iApproximate average salary by contribution assumption: employee only about $225,369 at 4% or $150,246 at 6%; with 50% employer match about $150,246 at 4% or $100,164 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%.
202023$317,990$57,344$19,115iApproximate average salary by contribution assumption: employee only about $477,867 at 4% or $318,578 at 6%; with 50% employer match about $318,578 at 4% or $212,385 at 6%; with 100% employer match about $238,933 at 4% or $159,289 at 6%.
OHIO EXCELS RETIREMENT PLAN-3$317,990$44,885$14,962iApproximate average salary by contribution assumption: employee only about $374,042 at 4% or $249,361 at 6%; with 50% employer match about $249,361 at 4% or $166,241 at 6%; with 100% employer match about $187,021 at 4% or $124,681 at 6%.
OHIO EXCELS SOCA BENEFIT PLAN-0$0$12,459-
201923$338,401$321,282$107,094iApproximate average salary by contribution assumption: employee only about $2,677,350 at 4% or $1,784,900 at 6%; with 50% employer match about $1,784,900 at 4% or $1,189,933 at 6%; with 100% employer match about $1,338,675 at 4% or $892,450 at 6%.
OHIO EXCELS RETIREMENT PLAN-3$337,383$314,232$104,744iApproximate average salary by contribution assumption: employee only about $2,618,600 at 4% or $1,745,733 at 6%; with 50% employer match about $1,745,733 at 4% or $1,163,822 at 6%; with 100% employer match about $1,309,300 at 4% or $872,867 at 6%.
OHIO EXCELS SOCA BENEFIT PLAN-2$1,018$7,050$3,525iApproximate average salary by contribution assumption: employee only about $88,125 at 4% or $58,750 at 6%; with 50% employer match about $58,750 at 4% or $39,167 at 6%; with 100% employer match about $44,063 at 4% or $29,375 at 6%.
201814$487$3,446$862iApproximate average salary by contribution assumption: employee only about $21,538 at 4% or $14,358 at 6%; with 50% employer match about $14,358 at 4% or $9,572 at 6%; with 100% employer match about $10,769 at 4% or $7,179 at 6%.
OHIO EXCELS SOCA BENEFIT PLAN-4$487$3,446$862iApproximate average salary by contribution assumption: employee only about $21,538 at 4% or $14,358 at 6%; with 50% employer match about $14,358 at 4% or $9,572 at 6%; with 100% employer match about $10,769 at 4% or $7,179 at 6%.