EXCELSIOR ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

[ EIN: 33-0293186 | Plan No. 001 ]

Form 5500 records indicate that EXCELSIOR ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN is a 403(b) Annuity plan sponsored by EXCELSIOR ACADEMY. The plan is classified as a Small Plan with 19 participants and assets totaling $526,437 for the 2018 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: EXCELSIOR ACADEMY

Location: 7200 PARKWAY DRIVE, SUITE 113, LAMESA, CA 91942

EIN: 330293186

Plan Number: 001

Plan Year: 2018

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 19

Total Assets: $526,437

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