Civic Intelligence

Excelsior Management Corporation

Plan context: Excelsior Management Corp Ret Pl

EIN 94-3026514 • San Francisco, CA • 24 filings • 7 plans

220 Montgomery Street, Suite 1900San Francisco, CA 94104-3530
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$936,936

2023 Contributions

$14,337

Historical Graphs

Total Assets Over Time

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

$7,362,387$3,681,194$0199920132022YearValue
$936,936Latest year 2022

Participants Over Time

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

21110199920102022YearValue
4Latest 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$14,337-
Excelsior Management Corp Ret Pl-0$0$14,337-
202214$936,936$83,936$20,984iApproximate average salary by contribution assumption: employee only about $524,600 at 4% or $349,733 at 6%; with 50% employer match about $349,733 at 4% or $233,156 at 6%; with 100% employer match about $262,300 at 4% or $174,867 at 6%.
Excelsior Management Corp Ret Pl-4$936,936$83,936$20,984iApproximate average salary by contribution assumption: employee only about $524,600 at 4% or $349,733 at 6%; with 50% employer match about $349,733 at 4% or $233,156 at 6%; with 100% employer match about $262,300 at 4% or $174,867 at 6%.
202115$7,362,387$120,112$24,022iApproximate average salary by contribution assumption: employee only about $600,560 at 4% or $400,373 at 6%; with 50% employer match about $400,373 at 4% or $266,916 at 6%; with 100% employer match about $300,280 at 4% or $200,187 at 6%.
Excelsior Management Corp Ret Pl-5$7,362,387$120,112$24,022iApproximate average salary by contribution assumption: employee only about $600,560 at 4% or $400,373 at 6%; with 50% employer match about $400,373 at 4% or $266,916 at 6%; with 100% employer match about $300,280 at 4% or $200,187 at 6%.
202014$6,548,953$131,298$32,825iApproximate average salary by contribution assumption: employee only about $820,613 at 4% or $547,075 at 6%; with 50% employer match about $547,075 at 4% or $364,717 at 6%; with 100% employer match about $410,306 at 4% or $273,538 at 6%.
Excelsior Management Corp Ret Pl-4$6,548,953$131,298$32,825iApproximate average salary by contribution assumption: employee only about $820,613 at 4% or $547,075 at 6%; with 50% employer match about $547,075 at 4% or $364,717 at 6%; with 100% employer match about $410,306 at 4% or $273,538 at 6%.
201914$5,903,417$130,806$32,702iApproximate average salary by contribution assumption: employee only about $817,538 at 4% or $545,025 at 6%; with 50% employer match about $545,025 at 4% or $363,350 at 6%; with 100% employer match about $408,769 at 4% or $272,513 at 6%.
Excelsior Management Corp Ret Pl-4$5,903,417$130,806$32,702iApproximate average salary by contribution assumption: employee only about $817,538 at 4% or $545,025 at 6%; with 50% employer match about $545,025 at 4% or $363,350 at 6%; with 100% employer match about $408,769 at 4% or $272,513 at 6%.
201815$5,980,047$152,851$30,570iApproximate average salary by contribution assumption: employee only about $764,255 at 4% or $509,503 at 6%; with 50% employer match about $509,503 at 4% or $339,669 at 6%; with 100% employer match about $382,128 at 4% or $254,752 at 6%.
Excelsior Management Corp Ret Pl-5$5,980,047$152,851$30,570iApproximate average salary by contribution assumption: employee only about $764,255 at 4% or $509,503 at 6%; with 50% employer match about $509,503 at 4% or $339,669 at 6%; with 100% employer match about $382,128 at 4% or $254,752 at 6%.
201715$6,313,159$276,299$55,260iApproximate average salary by contribution assumption: employee only about $1,381,495 at 4% or $920,997 at 6%; with 50% employer match about $920,997 at 4% or $613,998 at 6%; with 100% employer match about $690,748 at 4% or $460,498 at 6%.
Excelsior Management Corp Ret Pl-5$6,313,159$276,299$55,260iApproximate average salary by contribution assumption: employee only about $1,381,495 at 4% or $920,997 at 6%; with 50% employer match about $920,997 at 4% or $613,998 at 6%; with 100% employer match about $690,748 at 4% or $460,498 at 6%.
201616$5,629,192$231,162$38,527iApproximate average salary by contribution assumption: employee only about $963,175 at 4% or $642,117 at 6%; with 50% employer match about $642,117 at 4% or $428,078 at 6%; with 100% employer match about $481,588 at 4% or $321,058 at 6%.
Excelsior Management Corp Ret Pl-6$5,629,192$231,162$38,527iApproximate average salary by contribution assumption: employee only about $963,175 at 4% or $642,117 at 6%; with 50% employer match about $642,117 at 4% or $428,078 at 6%; with 100% employer match about $481,588 at 4% or $321,058 at 6%.
201515$4,928,049$196,788$39,358iApproximate average salary by contribution assumption: employee only about $983,940 at 4% or $655,960 at 6%; with 50% employer match about $655,960 at 4% or $437,307 at 6%; with 100% employer match about $491,970 at 4% or $327,980 at 6%.
Excelsior Management Corp Ret Pl-5$4,928,049$196,788$39,358iApproximate average salary by contribution assumption: employee only about $983,940 at 4% or $655,960 at 6%; with 50% employer match about $655,960 at 4% or $437,307 at 6%; with 100% employer match about $491,970 at 4% or $327,980 at 6%.
201415$4,894,406$209,667$41,933iApproximate average salary by contribution assumption: employee only about $1,048,335 at 4% or $698,890 at 6%; with 50% employer match about $698,890 at 4% or $465,927 at 6%; with 100% employer match about $524,168 at 4% or $349,445 at 6%.
Excelsior Management Corp Ret Pl-5$4,894,406$209,667$41,933iApproximate average salary by contribution assumption: employee only about $1,048,335 at 4% or $698,890 at 6%; with 50% employer match about $698,890 at 4% or $465,927 at 6%; with 100% employer match about $524,168 at 4% or $349,445 at 6%.
201315$4,542,765$199,074$39,815iApproximate average salary by contribution assumption: employee only about $995,370 at 4% or $663,580 at 6%; with 50% employer match about $663,580 at 4% or $442,387 at 6%; with 100% employer match about $497,685 at 4% or $331,790 at 6%.
Excelsior Management Corp Ret Pl-5$4,542,765$199,074$39,815iApproximate average salary by contribution assumption: employee only about $995,370 at 4% or $663,580 at 6%; with 50% employer match about $663,580 at 4% or $442,387 at 6%; with 100% employer match about $497,685 at 4% or $331,790 at 6%.
201215$3,699,024$194,027$38,805iApproximate average salary by contribution assumption: employee only about $970,135 at 4% or $646,757 at 6%; with 50% employer match about $646,757 at 4% or $431,171 at 6%; with 100% employer match about $485,068 at 4% or $323,378 at 6%.
Excelsior Management Corp Ret Pl-5$3,699,024$194,027$38,805iApproximate average salary by contribution assumption: employee only about $970,135 at 4% or $646,757 at 6%; with 50% employer match about $646,757 at 4% or $431,171 at 6%; with 100% employer match about $485,068 at 4% or $323,378 at 6%.
201016$3,156,418$184,186$30,698iApproximate average salary by contribution assumption: employee only about $767,442 at 4% or $511,628 at 6%; with 50% employer match about $511,628 at 4% or $341,085 at 6%; with 100% employer match about $383,721 at 4% or $255,814 at 6%.
Excelsior Management Corp Ret Pl-6$3,156,418$184,186$30,698iApproximate average salary by contribution assumption: employee only about $767,442 at 4% or $511,628 at 6%; with 50% employer match about $511,628 at 4% or $341,085 at 6%; with 100% employer match about $383,721 at 4% or $255,814 at 6%.
200916$2,729,103$216,567$36,095iApproximate average salary by contribution assumption: employee only about $902,363 at 4% or $601,575 at 6%; with 50% employer match about $601,575 at 4% or $401,050 at 6%; with 100% employer match about $451,181 at 4% or $300,788 at 6%.
Excelsior Management Corp Ret Pl-6$2,729,103$216,567$36,095iApproximate average salary by contribution assumption: employee only about $902,363 at 4% or $601,575 at 6%; with 50% employer match about $601,575 at 4% or $401,050 at 6%; with 100% employer match about $451,181 at 4% or $300,788 at 6%.
200816$2,236,289$75,321$12,554iApproximate average salary by contribution assumption: employee only about $313,838 at 4% or $209,225 at 6%; with 50% employer match about $209,225 at 4% or $139,483 at 6%; with 100% employer match about $156,919 at 4% or $104,613 at 6%.
Excelsior Management Corp Ret Pl-6$2,236,289$75,321$12,554iApproximate average salary by contribution assumption: employee only about $313,838 at 4% or $209,225 at 6%; with 50% employer match about $209,225 at 4% or $139,483 at 6%; with 100% employer match about $156,919 at 4% or $104,613 at 6%.
200716$0$0-
Excelsior Management Corp Ret Pl-6---
200618$2,948,423$126,660$15,833iApproximate average salary by contribution assumption: employee only about $395,813 at 4% or $263,875 at 6%; with 50% employer match about $263,875 at 4% or $175,917 at 6%; with 100% employer match about $197,906 at 4% or $131,938 at 6%.
Excelsior Management Corp Ret Pl-8$2,948,423$126,660$15,833iApproximate average salary by contribution assumption: employee only about $395,813 at 4% or $263,875 at 6%; with 50% employer match about $263,875 at 4% or $175,917 at 6%; with 100% employer match about $197,906 at 4% or $131,938 at 6%.
200517$2,485,120$109,807$15,687iApproximate average salary by contribution assumption: employee only about $392,168 at 4% or $261,445 at 6%; with 50% employer match about $261,445 at 4% or $174,297 at 6%; with 100% employer match about $196,084 at 4% or $130,723 at 6%.
Excelsior Management Corp Ret Pl-7$2,485,120$109,807$15,687iApproximate average salary by contribution assumption: employee only about $392,168 at 4% or $261,445 at 6%; with 50% employer match about $261,445 at 4% or $174,297 at 6%; with 100% employer match about $196,084 at 4% or $130,723 at 6%.
200416$2,217,496$90,762$15,127iApproximate average salary by contribution assumption: employee only about $378,175 at 4% or $252,117 at 6%; with 50% employer match about $252,117 at 4% or $168,078 at 6%; with 100% employer match about $189,088 at 4% or $126,058 at 6%.
Excelsior Management Corp Ret Pl-6$2,217,496$90,762$15,127iApproximate average salary by contribution assumption: employee only about $378,175 at 4% or $252,117 at 6%; with 50% employer match about $252,117 at 4% or $168,078 at 6%; with 100% employer match about $189,088 at 4% or $126,058 at 6%.
200315$0$0-
Excelsior Management Corp Ret Pl-5---
200218$1,762,259$100,377$12,547iApproximate average salary by contribution assumption: employee only about $313,678 at 4% or $209,119 at 6%; with 50% employer match about $209,119 at 4% or $139,413 at 6%; with 100% employer match about $156,839 at 4% or $104,559 at 6%.
Excelsior Management Corp Ret Pl-8$1,762,259$100,377$12,547iApproximate average salary by contribution assumption: employee only about $313,678 at 4% or $209,119 at 6%; with 50% employer match about $209,119 at 4% or $139,413 at 6%; with 100% employer match about $156,839 at 4% or $104,559 at 6%.
2001114$0$0-
Excelsior Management Corp Ret Pl-14---
2000121$2,496,467$195,222$9,296iApproximate average salary by contribution assumption: employee only about $232,407 at 4% or $154,938 at 6%; with 50% employer match about $154,938 at 4% or $103,292 at 6%; with 100% employer match about $116,204 at 4% or $77,469 at 6%.
Excelsior Management Corp Ret Pl-21$2,496,467$195,222$9,296iApproximate average salary by contribution assumption: employee only about $232,407 at 4% or $154,938 at 6%; with 50% employer match about $154,938 at 4% or $103,292 at 6%; with 100% employer match about $116,204 at 4% or $77,469 at 6%.
1999120$2,486,513$194,751$9,738iApproximate average salary by contribution assumption: employee only about $243,439 at 4% or $162,293 at 6%; with 50% employer match about $162,293 at 4% or $108,195 at 6%; with 100% employer match about $121,719 at 4% or $81,146 at 6%.
Excelsior Management Corp Ret Pl-20$2,486,513$194,751$9,738iApproximate average salary by contribution assumption: employee only about $243,439 at 4% or $162,293 at 6%; with 50% employer match about $162,293 at 4% or $108,195 at 6%; with 100% employer match about $121,719 at 4% or $81,146 at 6%.