Plan Snapshot
- Plan Sponsor: Excella Wealth Properties, INC.
- Sponsor EIN: 842755255
- Sponsor Address: 10706 115TH AVE, LARGO, FL, 33778
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $247,465
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $247,465 | $0 | $0 |
| 2024 | 3 | $232,550 | $0 | $0 |
| 2023 | 1 | $209,765 | $0 | $0 |
| 2022 | 2 | $181,176 | $0 | $0 |
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