How big is Excelsis Law PC's plan?

Excelsis Law PC's plan reported $266K in assets and 2 participants for 2024.

Original filing (PDF)20250721174934NAL0004573170001

Excelsis Law PC

Name: Excelsis Law PC — Excelsis Law PC 401(k) Profit, Form 5500 (2024)
Creator: Excelsis Law PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelsis Law PC 401(k) Profit Sharing Plan

401(k) retirement plan · Excelsis Law PC's Excelsis Law PC 401(k) Profit Sharing Plan held $266K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

Plan identifiers

Excelsis Law PC's EIN is 81-3798103.

EIN 81-3798103

Plan number 001

Plan year 2024

ACK ID 20250721174934NAL0004573170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excelsis Law PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excelsis Law PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCELSIS LAW 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