# Excella Wealth Properties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/excella-wealth-properties-inc-401k-plan

> Excella Wealth Properties, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Excella Wealth Properties, INC.

- **Sponsor EIN:** 842755255

- **Sponsor Address:** 7268 BRYCE POINT N, PINELLAS PARK, FL, 33782

- **Plan Type:** 401(k)

- **Total Participants:** 3

- **Total Assets:** $232,550

## 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.|

| 2024|3|$232,550|$0|$0|

| 2023|1|$209,765|$0|$0|

| 2022|2|$181,176|$0|$0|

## Similar Plans

- [Intrepid Family Office, LLC](https://planprovider.pro/companies/intrepid-family-office-llc-plan) — 3 participants

- [Wesley R. Guylay](https://planprovider.pro/companies/wesley-r-guylay-plan) — 3 participants

- [Mmx Management, LLC](https://planprovider.pro/companies/mmx-management-llc-plan) — 3 participants

- [Hilliard Investments, INC.](https://planprovider.pro/companies/hilliard-investments-inc-401k-plan) — 3 participants

- [Farmland Opportunity, LLC](https://planprovider.pro/companies/farmland-opportunity-llc-plan-001) — 4 participants

- [Lhbrh, INC.](https://planprovider.pro/companies/lhbrh-inc-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/excella-wealth-properties-inc-401k-plan)

© 2026 PlanProvider.Pro