How big is Excalibur Financial Group, Inc.'s plan?

Excalibur Financial Group, Inc.'s plan reported $5.5M in assets and 3 participants for 2024.

Original filing (PDF)20250908080200NAL0019125969001

Excalibur Financial Group, Inc.

Name: Excalibur Financial Group, Inc. — Excalibur Financia, Form 5500 (2024)
Creator: Excalibur Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excalibur Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Excalibur Financial Group, Inc.'s Excalibur Financial Group, Inc. 401(k) Plan held $5.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Excalibur Financial Group, Inc.'s EIN is 59-3501032.

EIN 59-3501032

Plan number 003

Plan year 2024

ACK ID 20250908080200NAL0019125969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excalibur Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excalibur Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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