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