Excelsior Ambulance Service 401(k) match, vesting and fees
What Excelsior Ambulance Service's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurange Company | Schedule C ↗ |
| Independent auditor | Mcnair Mclemore Middlebrooks & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Excelsior Ambulance Service: employer contribution per participant | $1,187 | |
| Peer median | $1,468 |
| Excelsior Ambulance Service: average balance | $2,868 | |
| Peer median | $37,786 |
| Excelsior Ambulance Service: admin expenses ÷ assets | 2.12% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $550K at the end of plan year 2023 to $1.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 437 | $1.2M | $492K | $1,187 | 2.12% | Not published | Form 5500 ↗ |
| 2023 | 345 | $550K | $408K | $1,384 | 1.48% | Not published | 5500-SF ↗ |
Common questions
Does Excelsior Ambulance Service match 401(k) contributions?
The match terms for the Excelsior Ambulance Service Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $492K in employer contributions, about $1,187 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Excelsior Ambulance Service 401(k) match vested?
The vesting schedule for the Excelsior Ambulance Service Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Excelsior Ambulance Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurange Company. The plan administrator is Excelsior Ambulance Service Inc..
I left Excelsior Ambulance Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Excelsior Ambulance Service Inc., (912) 367-9797) or the recordkeeper, Principal Life Insurange Company. The Excelsior Ambulance Service old 401(k) page lists the contacts from every plan filing. Find an old Excelsior Ambulance Service 401(k)
Data from the public Form 5500 annual reports Excelsior Ambulance Service filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Excelsior Ambulance Service. Not financial advice. Report a correction · Methodology