Excalibur Associates Inc.
Plan context: Excalibur Associates Inc. 401K Savings and Profit Sharing Plan
EIN 84-1348594 • E. Ellijay, GA • 36 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
208
2024 Assets
$3,922,408
2024 Contributions
$853,286
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 208 | $3,922,408 | $853,286 | $4,102iApproximate average salary by contribution assumption: employee only about $102,558 at 4% or $68,372 at 6%; with 50% employer match about $68,372 at 4% or $45,582 at 6%; with 100% employer match about $51,279 at 4% or $34,186 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 208 | $3,922,408 | $853,286 | $4,102iApproximate average salary by contribution assumption: employee only about $102,558 at 4% or $68,372 at 6%; with 50% employer match about $68,372 at 4% or $45,582 at 6%; with 100% employer match about $51,279 at 4% or $34,186 at 6%. |
| 2023 | 1 | 230 | $3,240,794 | $766,020 | $3,331iApproximate average salary by contribution assumption: employee only about $83,263 at 4% or $55,509 at 6%; with 50% employer match about $55,509 at 4% or $37,006 at 6%; with 100% employer match about $41,632 at 4% or $27,754 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 230 | $3,240,794 | $766,020 | $3,331iApproximate average salary by contribution assumption: employee only about $83,263 at 4% or $55,509 at 6%; with 50% employer match about $55,509 at 4% or $37,006 at 6%; with 100% employer match about $41,632 at 4% or $27,754 at 6%. |
| 2022 | 1 | 238 | $2,731,629 | $737,247 | $3,098iApproximate average salary by contribution assumption: employee only about $77,442 at 4% or $51,628 at 6%; with 50% employer match about $51,628 at 4% or $34,419 at 6%; with 100% employer match about $38,721 at 4% or $25,814 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 238 | $2,731,629 | $737,247 | $3,098iApproximate average salary by contribution assumption: employee only about $77,442 at 4% or $51,628 at 6%; with 50% employer match about $51,628 at 4% or $34,419 at 6%; with 100% employer match about $38,721 at 4% or $25,814 at 6%. |
| 2021 | 1 | 186 | $2,887,392 | $792,135 | $4,259iApproximate average salary by contribution assumption: employee only about $106,470 at 4% or $70,980 at 6%; with 50% employer match about $70,980 at 4% or $47,320 at 6%; with 100% employer match about $53,235 at 4% or $35,490 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 186 | $2,887,392 | $792,135 | $4,259iApproximate average salary by contribution assumption: employee only about $106,470 at 4% or $70,980 at 6%; with 50% employer match about $70,980 at 4% or $47,320 at 6%; with 100% employer match about $53,235 at 4% or $35,490 at 6%. |
| 2020 | 1 | 141 | $2,733,928 | $523,980 | $3,716iApproximate average salary by contribution assumption: employee only about $92,904 at 4% or $61,936 at 6%; with 50% employer match about $61,936 at 4% or $41,291 at 6%; with 100% employer match about $46,452 at 4% or $30,968 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 141 | $2,733,928 | $523,980 | $3,716iApproximate average salary by contribution assumption: employee only about $92,904 at 4% or $61,936 at 6%; with 50% employer match about $61,936 at 4% or $41,291 at 6%; with 100% employer match about $46,452 at 4% or $30,968 at 6%. |
| 2019 | 1 | 33 | $2,164,550 | $144,950 | $4,392iApproximate average salary by contribution assumption: employee only about $109,811 at 4% or $73,207 at 6%; with 50% employer match about $73,207 at 4% or $48,805 at 6%; with 100% employer match about $54,905 at 4% or $36,604 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 33 | $2,164,550 | $144,950 | $4,392iApproximate average salary by contribution assumption: employee only about $109,811 at 4% or $73,207 at 6%; with 50% employer match about $73,207 at 4% or $48,805 at 6%; with 100% employer match about $54,905 at 4% or $36,604 at 6%. |
| 2018 | 1 | 39 | $2,340,067 | $77,936 | $1,998iApproximate average salary by contribution assumption: employee only about $49,959 at 4% or $33,306 at 6%; with 50% employer match about $33,306 at 4% or $22,204 at 6%; with 100% employer match about $24,979 at 4% or $16,653 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 39 | $2,340,067 | $77,936 | $1,998iApproximate average salary by contribution assumption: employee only about $49,959 at 4% or $33,306 at 6%; with 50% employer match about $33,306 at 4% or $22,204 at 6%; with 100% employer match about $24,979 at 4% or $16,653 at 6%. |
| 2017 | 2 | 40 | $2,687,924 | $143,726 | $3,593iApproximate average salary by contribution assumption: employee only about $89,829 at 4% or $59,886 at 6%; with 50% employer match about $59,886 at 4% or $39,924 at 6%; with 100% employer match about $44,914 at 4% or $29,943 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 40 | $2,687,924 | $143,726 | $3,593iApproximate average salary by contribution assumption: employee only about $89,829 at 4% or $59,886 at 6%; with 50% employer match about $59,886 at 4% or $39,924 at 6%; with 100% employer match about $44,914 at 4% or $29,943 at 6%. |
| Excalibur Associates Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2016 | 2 | 40 | $3,019,247 | $369,905 | $9,248iApproximate average salary by contribution assumption: employee only about $231,191 at 4% or $154,127 at 6%; with 50% employer match about $154,127 at 4% or $102,751 at 6%; with 100% employer match about $115,595 at 4% or $77,064 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 40 | $2,642,759 | $369,905 | $9,248iApproximate average salary by contribution assumption: employee only about $231,191 at 4% or $154,127 at 6%; with 50% employer match about $154,127 at 4% or $102,751 at 6%; with 100% employer match about $115,595 at 4% or $77,064 at 6%. |
| Excalibur Associates Employee Stock Ownership Plan | - | 16 | $376,488 | - | - |
| 2015 | 2 | 64 | $6,571,551 | $605,453 | $9,460iApproximate average salary by contribution assumption: employee only about $236,505 at 4% or $157,670 at 6%; with 50% employer match about $157,670 at 4% or $105,113 at 6%; with 100% employer match about $118,253 at 4% or $78,835 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 64 | $4,803,405 | $605,453 | $9,460iApproximate average salary by contribution assumption: employee only about $236,505 at 4% or $157,670 at 6%; with 50% employer match about $157,670 at 4% or $105,113 at 6%; with 100% employer match about $118,253 at 4% or $78,835 at 6%. |
| Excalibur Associates Employee Stock Ownership Plan | - | 51 | $1,768,146 | - | - |
| 2014 | 2 | 83 | $7,223,388 | $2,533,169 | $30,520iApproximate average salary by contribution assumption: employee only about $763,003 at 4% or $508,668 at 6%; with 50% employer match about $508,668 at 4% or $339,112 at 6%; with 100% employer match about $381,501 at 4% or $254,334 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 83 | $4,799,958 | $578,238 | $6,967iApproximate average salary by contribution assumption: employee only about $174,168 at 4% or $116,112 at 6%; with 50% employer match about $116,112 at 4% or $77,408 at 6%; with 100% employer match about $87,084 at 4% or $58,056 at 6%. |
| Excalibur Associates Employee Stock Ownership Plan | - | 81 | $2,423,430 | $1,954,931 | $24,135iApproximate average salary by contribution assumption: employee only about $603,374 at 4% or $402,249 at 6%; with 50% employer match about $402,249 at 4% or $268,166 at 6%; with 100% employer match about $301,687 at 4% or $201,125 at 6%. |
| 2013 | 2 | 86 | $10,117,891 | $1,791,538 | $20,832iApproximate average salary by contribution assumption: employee only about $520,796 at 4% or $347,197 at 6%; with 50% employer match about $347,197 at 4% or $231,465 at 6%; with 100% employer match about $260,398 at 4% or $173,599 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 73 | $5,197,309 | $644,599 | $8,830iApproximate average salary by contribution assumption: employee only about $220,753 at 4% or $147,169 at 6%; with 50% employer match about $147,169 at 4% or $98,112 at 6%; with 100% employer match about $110,377 at 4% or $73,584 at 6%. |
| Excalibur Associates Employee Stock Ownership Plan | - | 86 | $4,920,582 | $1,146,939 | $13,337iApproximate average salary by contribution assumption: employee only about $333,413 at 4% or $222,275 at 6%; with 50% employer match about $222,275 at 4% or $148,183 at 6%; with 100% employer match about $166,706 at 4% or $111,138 at 6%. |
| 2012 | 2 | 75 | $10,369,199 | $1,976,746 | $26,357iApproximate average salary by contribution assumption: employee only about $658,915 at 4% or $439,277 at 6%; with 50% employer match about $439,277 at 4% or $292,851 at 6%; with 100% employer match about $329,458 at 4% or $219,638 at 6%. |
| Excalibur Associates Employee Stock Ownership Plan | - | 75 | $6,352,057 | $1,304,372 | $17,392iApproximate average salary by contribution assumption: employee only about $434,791 at 4% or $289,860 at 6%; with 50% employer match about $289,860 at 4% or $193,240 at 6%; with 100% employer match about $217,395 at 4% or $144,930 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 67 | $4,017,142 | $672,374 | $10,035iApproximate average salary by contribution assumption: employee only about $250,886 at 4% or $167,257 at 6%; with 50% employer match about $167,257 at 4% or $111,505 at 6%; with 100% employer match about $125,443 at 4% or $83,629 at 6%. |
| 2011 | 2 | 88 | $7,685,045 | $2,254,150 | $25,615iApproximate average salary by contribution assumption: employee only about $640,384 at 4% or $426,922 at 6%; with 50% employer match about $426,922 at 4% or $284,615 at 6%; with 100% employer match about $320,192 at 4% or $213,461 at 6%. |
| Excalibur Associates Employee Stock Ownership Plan | - | 88 | $4,225,045 | $1,551,407 | $17,630iApproximate average salary by contribution assumption: employee only about $440,741 at 4% or $293,827 at 6%; with 50% employer match about $293,827 at 4% or $195,885 at 6%; with 100% employer match about $220,370 at 4% or $146,914 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 73 | $3,460,000 | $702,743 | $9,627iApproximate average salary by contribution assumption: employee only about $240,665 at 4% or $160,444 at 6%; with 50% employer match about $160,444 at 4% or $106,962 at 6%; with 100% employer match about $120,333 at 4% or $80,222 at 6%. |
| 2010 | 2 | 79 | $7,457,185 | $1,500,594 | $18,995iApproximate average salary by contribution assumption: employee only about $474,872 at 4% or $316,581 at 6%; with 50% employer match about $316,581 at 4% or $211,054 at 6%; with 100% employer match about $237,436 at 4% or $158,291 at 6%. |
| Excalibur Associates Employee Stock Ownership Plan | - | 79 | $4,271,311 | $815,476 | $10,322iApproximate average salary by contribution assumption: employee only about $258,062 at 4% or $172,041 at 6%; with 50% employer match about $172,041 at 4% or $114,694 at 6%; with 100% employer match about $129,031 at 4% or $86,021 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 65 | $3,185,874 | $685,118 | $10,540iApproximate average salary by contribution assumption: employee only about $263,507 at 4% or $175,671 at 6%; with 50% employer match about $175,671 at 4% or $117,114 at 6%; with 100% employer match about $131,753 at 4% or $87,836 at 6%. |
| 2009 | 2 | 76 | $6,150,312 | $1,670,834 | $21,985iApproximate average salary by contribution assumption: employee only about $549,616 at 4% or $366,411 at 6%; with 50% employer match about $366,411 at 4% or $244,274 at 6%; with 100% employer match about $274,808 at 4% or $183,205 at 6%. |
| Excalibur Associates Employee Stock Ownership Plan | - | 76 | $3,831,773 | $990,295 | $13,030iApproximate average salary by contribution assumption: employee only about $325,755 at 4% or $217,170 at 6%; with 50% employer match about $217,170 at 4% or $144,780 at 6%; with 100% employer match about $162,877 at 4% or $108,585 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 62 | $2,318,539 | $680,539 | $10,976iApproximate average salary by contribution assumption: employee only about $274,411 at 4% or $182,941 at 6%; with 50% employer match about $182,941 at 4% or $121,960 at 6%; with 100% employer match about $137,205 at 4% or $91,470 at 6%. |
| 2008 | 2 | 73 | $4,696,012 | $1,278,629 | $17,515iApproximate average salary by contribution assumption: employee only about $437,887 at 4% or $291,924 at 6%; with 50% employer match about $291,924 at 4% or $194,616 at 6%; with 100% employer match about $218,943 at 4% or $145,962 at 6%. |
| Excalibur Associates Employee Stock Ownership Plan | - | 73 | $3,305,540 | $560,000 | $7,671iApproximate average salary by contribution assumption: employee only about $191,781 at 4% or $127,854 at 6%; with 50% employer match about $127,854 at 4% or $85,236 at 6%; with 100% employer match about $95,890 at 4% or $63,927 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 69 | $1,390,472 | $718,629 | $10,415iApproximate average salary by contribution assumption: employee only about $260,373 at 4% or $173,582 at 6%; with 50% employer match about $173,582 at 4% or $115,721 at 6%; with 100% employer match about $130,186 at 4% or $86,791 at 6%. |
| 2007 | 1 | 27 | $0 | $0 | - |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 27 | - | - | - |
| 2006 | 1 | 24 | $991,844 | $293,839 | $12,243iApproximate average salary by contribution assumption: employee only about $306,082 at 4% or $204,055 at 6%; with 50% employer match about $204,055 at 4% or $136,037 at 6%; with 100% employer match about $153,041 at 4% or $102,027 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 24 | $991,844 | $293,839 | $12,243iApproximate average salary by contribution assumption: employee only about $306,082 at 4% or $204,055 at 6%; with 50% employer match about $204,055 at 4% or $136,037 at 6%; with 100% employer match about $153,041 at 4% or $102,027 at 6%. |
| 2005 | 1 | 22 | $707,021 | $114,522 | $5,206iApproximate average salary by contribution assumption: employee only about $130,139 at 4% or $86,759 at 6%; with 50% employer match about $86,759 at 4% or $57,839 at 6%; with 100% employer match about $65,069 at 4% or $43,380 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 22 | $707,021 | $114,522 | $5,206iApproximate average salary by contribution assumption: employee only about $130,139 at 4% or $86,759 at 6%; with 50% employer match about $86,759 at 4% or $57,839 at 6%; with 100% employer match about $65,069 at 4% or $43,380 at 6%. |
| 2004 | 1 | 18 | $693,659 | $220,774 | $12,265iApproximate average salary by contribution assumption: employee only about $306,631 at 4% or $204,420 at 6%; with 50% employer match about $204,420 at 4% or $136,280 at 6%; with 100% employer match about $153,315 at 4% or $102,210 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 18 | $693,659 | $220,774 | $12,265iApproximate average salary by contribution assumption: employee only about $306,631 at 4% or $204,420 at 6%; with 50% employer match about $204,420 at 4% or $136,280 at 6%; with 100% employer match about $153,315 at 4% or $102,210 at 6%. |
| 2003 | 1 | 19 | $442,862 | $152,385 | $8,020iApproximate average salary by contribution assumption: employee only about $200,507 at 4% or $133,671 at 6%; with 50% employer match about $133,671 at 4% or $89,114 at 6%; with 100% employer match about $100,253 at 4% or $66,836 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 19 | $442,862 | $152,385 | $8,020iApproximate average salary by contribution assumption: employee only about $200,507 at 4% or $133,671 at 6%; with 50% employer match about $133,671 at 4% or $89,114 at 6%; with 100% employer match about $100,253 at 4% or $66,836 at 6%. |
| 2002 | 1 | 16 | $343,609 | $80,740 | $5,046iApproximate average salary by contribution assumption: employee only about $126,156 at 4% or $84,104 at 6%; with 50% employer match about $84,104 at 4% or $56,069 at 6%; with 100% employer match about $63,078 at 4% or $42,052 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 16 | $343,609 | $80,740 | $5,046iApproximate average salary by contribution assumption: employee only about $126,156 at 4% or $84,104 at 6%; with 50% employer match about $84,104 at 4% or $56,069 at 6%; with 100% employer match about $63,078 at 4% or $42,052 at 6%. |
| 2001 | 1 | 15 | $0 | $0 | - |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 15 | - | - | - |
| 2000 | 1 | 19 | $0 | $0 | - |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 19 | - | - | - |
| 1999 | 1 | 12 | $274,574 | $98,371 | $8,198iApproximate average salary by contribution assumption: employee only about $204,940 at 4% or $136,626 at 6%; with 50% employer match about $136,626 at 4% or $91,084 at 6%; with 100% employer match about $102,470 at 4% or $68,313 at 6%. |
| Excalibur Associates Inc. 401K Savings and Profit Sharing Plan | - | 12 | $274,574 | $98,371 | $8,198iApproximate average salary by contribution assumption: employee only about $204,940 at 4% or $136,626 at 6%; with 50% employer match about $136,626 at 4% or $91,084 at 6%; with 100% employer match about $102,470 at 4% or $68,313 at 6%. |