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EXCALIBUR FINANCIAL GROUP, INC.

EIN 59-3501032-insurance-Latest filing 2025
Plans
1
Retirement
1
$6.5M assets
Welfare
0
Participants
3
4830 WEST KENNEDY BLVD., SUITE 550 - TAMPA, FL 33609813-286-4450excaliburfinancial.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#003401k-$6.5M - 3 part

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Retirement#003

EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN

401k

Assets$6.5M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN401k$6.5M32025
Retirement plans
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