401k Plan data: XCELIENCE 401(K) PLAN plan

XCELIENCE 401(K) PLAN 401k Plan overview

Plan Name	XCELIENCE 401(K) PLAN
Plan identification number	001

XCELIENCE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

XCELIENCE, LLC has sponsored the creation of one or more 401k plans.

Company Name: XCELIENCE, LLC

Employer identification number (EIN): 204487469

NAIC Classification: 541700

Additional information about XCELIENCE, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2006-03-10

Company Identification Number: L06000026322

Legal Registered Office Address: 5415 WEST LAUREL STREET

TAMPA

33607

More information about XCELIENCE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan XCELIENCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 SHERRI WEILAND
001 2016-01-01 DOUGLAS J. O'DOWD
001 2015-01-01 DOUGLAS J. O'DOWD 2016-10-13
001 2014-01-01 DOUGLAS J. O'DOWD 2015-04-20
001 2013-01-01 DOUGLAS J. O'DOWD 2014-05-28
001 2012-01-01 DEREK HENNECKE DEREK HENNECKE 2013-05-10
001 2011-01-01 DEREK HENNECKE
001 2010-01-01 DEREK HENNECKE
001 2009-01-01 DEREK HENNECKE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	SHERRI WEILAND
001	2016-01-01	DOUGLAS J. O'DOWD
001	2015-01-01	DOUGLAS J. O'DOWD	2016-10-13
001	2014-01-01	DOUGLAS J. O'DOWD	2015-04-20
001	2013-01-01	DOUGLAS J. O'DOWD	2014-05-28
001	2012-01-01	DEREK HENNECKE		DEREK HENNECKE	2013-05-10
001	2011-01-01	DEREK HENNECKE
001	2010-01-01	DEREK HENNECKE
001	2009-01-01	DEREK HENNECKE

Plan Statistics for XCELIENCE 401(K) PLAN

401k plan membership statisitcs for XCELIENCE 401(K) PLAN

Measure Date Value
2017: XCELIENCE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: XCELIENCE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 229
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 241
Number of participants with account balances 2016-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2012: XCELIENCE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 64
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 75
Number of participants with account balances 2012-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: XCELIENCE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 60
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 69
Number of participants with account balances 2011-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: XCELIENCE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 62
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 67
Number of participants with account balances 2010-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: XCELIENCE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 65
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 72
Number of participants with account balances 2009-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: XCELIENCE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: XCELIENCE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	229
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	241
Number of participants with account balances	2016-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2012: XCELIENCE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	64
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	75
Number of participants with account balances	2012-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: XCELIENCE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	60
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	69
Number of participants with account balances	2011-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: XCELIENCE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	62
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	67
Number of participants with account balances	2010-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: XCELIENCE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	65
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	72
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on XCELIENCE 401(K) PLAN

Measure	Date	Value
2017 : XCELIENCE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$4,166,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,727,223
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$578,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$577,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,132,745
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$3,017,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$677
Total interest from all sources	2017-12-31	$4,355
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$301,721
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$615,438
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$68,958
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$188,384
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,149,130
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,017,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,948,240
Interest on participant loans	2017-12-31	$4,355
Net investment gain/loss from pooled separate accounts	2017-12-31	$590,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$328,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$577,416
Contract administrator fees	2017-12-31	$677
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EISNERAMPER LLP
Accountancy firm EIN	2017-12-31	131639826
2016 : XCELIENCE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$938,349
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$936,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$936,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$722,206
Value of total assets at end of year	2016-12-31	$3,017,201
Value of total assets at beginning of year	2016-12-31	$3,015,436
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$358
Total interest from all sources	2016-12-31	$2,878
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$301,721
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$454,055
Participant contributions at end of year	2016-12-31	$68,958
Participant contributions at beginning of year	2016-12-31	$51,105
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$1,320
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$41,678
Total non interest bearing cash at end of year	2016-12-31	$3
Total non interest bearing cash at beginning of year	2016-12-31	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,765
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,017,201
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,015,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,948,240
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,963,007
Interest on participant loans	2016-12-31	$2,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$213,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$226,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$936,226
Contract administrator fees	2016-12-31	$358
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EISNERAMPER LLP
Accountancy firm EIN	2016-12-31	131639826
2012 : XCELIENCE 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$627,523
Expenses. Total of all expenses incurred	2012-12-31	$193,002
Benefits paid (including direct rollovers)	2012-12-31	$186,540
Total plan assets at end of year	2012-12-31	$2,184,890
Total plan assets at beginning of year	2012-12-31	$1,750,369
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$243,335
Contributions received from other sources (not participants or employers)	2012-12-31	$6,484
Other income received	2012-12-31	$260,752
Net income (gross income less expenses)	2012-12-31	$434,521
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,184,890
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,750,369
Assets. Value of participant loans	2012-12-31	$44,782
Total contributions received or receivable from employer(s)	2012-12-31	$116,952
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,462
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : XCELIENCE 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$277,158
Expenses. Total of all expenses incurred	2011-12-31	$76,779
Benefits paid (including direct rollovers)	2011-12-31	$69,188
Total plan assets at end of year	2011-12-31	$1,750,369
Total plan assets at beginning of year	2011-12-31	$1,549,990
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$240,413
Other income received	2011-12-31	$-70,066
Net income (gross income less expenses)	2011-12-31	$200,379
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,750,369
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,549,990
Assets. Value of participant loans	2011-12-31	$49,804
Total contributions received or receivable from employer(s)	2011-12-31	$106,811
Value of certain deemed distributions of participant loans	2011-12-31	$1,273
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,318
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : XCELIENCE 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$563,094
Expenses. Total of all expenses incurred	2010-12-31	$35,830
Benefits paid (including direct rollovers)	2010-12-31	$28,819
Total plan assets at end of year	2010-12-31	$1,549,990
Total plan assets at beginning of year	2010-12-31	$1,022,726
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$221,406
Contributions received from other sources (not participants or employers)	2010-12-31	$77,955
Other income received	2010-12-31	$172,334
Net income (gross income less expenses)	2010-12-31	$527,264
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,549,990
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,022,726
Assets. Value of participant loans	2010-12-31	$57,189
Total contributions received or receivable from employer(s)	2010-12-31	$91,399
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,011
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : XCELIENCE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for XCELIENCE 401(K) PLAN

2017: XCELIENCE 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: XCELIENCE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2012: XCELIENCE 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: XCELIENCE 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: XCELIENCE 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: XCELIENCE 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111874

Policy instance

Insurance contract or identification number	111874
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $17,503
Total amount of fees paid to insurance company	USD $6,755
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,503
Insurance broker organization code?	3
Amount paid for insurance broker fees	6755
Additional information about fees paid to insurance broker	ADMIN FEES
Insurance broker name	FLORIDA RETIREMENT CONSULTANTS

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Company Name:	XCELIENCE, LLC
Employer identification number (EIN):	204487469
NAIC Classification:	541700

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2006-03-10
Company Identification Number:	L06000026322
Legal Registered Office Address:	5415 WEST LAUREL STREET TAMPA 33607