How big is Excelsior Lawyers Group PC's plan?

Excelsior Lawyers Group PC's plan reported $637K in assets and 6 participants for 2025.

Original filing (PDF)20260414105252NAL0023671682001

Excelsior Lawyers Group PC

Name: Excelsior Lawyers Group PC — Excelsior Lawyers Group, Form 5500 (2025)
Creator: Excelsior Lawyers Group PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelsior Lawyers Group PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Excelsior Lawyers Group PC's Excelsior Lawyers Group PC 401(k) Profit Sharing Plan & Trust held $637K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$637K

Net assets (EOY)

$637K

People on this filing

Timothy Hall signed Excelsior Lawyers Group PC's 2025 Form 5500 as plan administrator.

Timothy Hall — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Excelsior Lawyers Group PC's EIN is 33-3221008.

EIN 33-3221008

Plan number 001

Plan year 2025

ACK ID 20260414105252NAL0023671682001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Excelsior Lawyers Group PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Excelsior Lawyers Group PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCELSIOR LAWYERS GROUP PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score