Excelsior Management Services, Inc.
California
Registered In
02/09/2017
Incorp. Date
Company Summary
Excelsior Management Services, Inc. in San Francisco, CA lists Mackie P.A. of Garden Grove, CA and David A Smith of San Francisco, CA
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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David A Smith
Individual Agent
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220 MONTGOMERY ST STE 1900, SAN FRANCISCO, CA 94104
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Mackie P.A.
Applicant
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11722 PALOMA AVE, GARDEN GROVE, CA 92843
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David A Smith
CEO
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220 MONTGOMERY ST STE 1900, SAN FRANCISCO, CA 94104
(View Past Addresses)
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Kevin J Fritz
Chief Financial Officer
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220 MONTGOMERY ST STE 1900, SAN FRANCISCO, CA 94104
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Edward M Topham
Director
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220 MONTGOMERY ST STE 1900, SAN FRANCISCO, CA 94104
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Kevin J Fritz
Secretary
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220 MONTGOMERY ST STE 1900, SAN FRANCISCO, CA 94104
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Edward M Topham
Other
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220 MONTGOMERY ST STE 1900, SAN FRANCISCO, CA 94104
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Showing current associates only (7 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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220 MONTGOMERY ST STE 1900, SAN FRANCISCO, CA 94104
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for 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 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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