Excelsior Management Services, Inc.

Form 5500

EXCELSIOR MANAGEMENT SERVICES, INC.

220 Montgomery Street Suite 1900, San Francisco, Ca 94104 (415) 928-3200 EIN:81-5339018 Plan Admin:David Smith

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameEXCELSIOR MANAGEMENT SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$669,412 / $929,420	2023	EXCELSIOR MANAGEMENT SERVICES 401(K) PLAN - Plan #001	7 / 7	$669,412 / $929,420
2022	Plan NameEXCELSIOR MANAGEMENT SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$647,771 / $669,412	2022	EXCELSIOR MANAGEMENT SERVICES 401(K) PLAN - Plan #001	5 / 5	$647,771 / $669,412
2021	Plan NameEXCELSIOR MANAGEMENT SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$443,591 / $647,771	2021	EXCELSIOR MANAGEMENT SERVICES 401(K) PLAN - Plan #001	4 / 5	$443,591 / $647,771
2020	Plan NameEXCELSIOR MANAGEMENT SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$284,321 / $443,591	2020	EXCELSIOR MANAGEMENT SERVICES 401(K) PLAN - Plan #001	3 / 4	$284,321 / $443,591
2019	Plan NameEXCELSIOR MANAGEMENT SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$133,547 / $284,321	2019	EXCELSIOR MANAGEMENT SERVICES 401(K) PLAN - Plan #001	3 / 3	$133,547 / $284,321