401k Plan data: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN plan

EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan Name	EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN
Plan identification number	001

EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

EXTELL FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: EXTELL FINANCIAL SERVICES, INC.

Employer identification number (EIN): 208593751

NAIC Classification: 531310

Additional information about EXTELL FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4313978

More information about EXTELL FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JULIE LONG 2024-10-08 JULIE LONG 2024-10-08
001 2022-01-01 JULIE LONG 2023-10-09 JULIE LONG 2023-10-09
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ANN GEORGE
001 2016-01-01 JULIE LONG
001 2015-01-01 JULIE LONG
001 2014-01-01 ANN GEORGE
001 2013-01-01 JULIE LONG, PRESIDENT 2014-10-13
001 2012-01-01 JULIE LONG, PRESIDENT 2013-10-10 JULIE LONG 2013-10-10
001 2011-01-01 JULIE LONG, PRESIDENT 2012-06-17
001 2010-01-01 JULIE LONG, PRESIDENT 2011-07-29 JULIE LONG 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JULIE LONG	2024-10-08	JULIE LONG	2024-10-08
001	2022-01-01	JULIE LONG	2023-10-09	JULIE LONG	2023-10-09
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ANN GEORGE
001	2016-01-01	JULIE LONG
001	2015-01-01	JULIE LONG
001	2014-01-01	ANN GEORGE
001	2013-01-01	JULIE LONG, PRESIDENT	2014-10-13
001	2012-01-01	JULIE LONG, PRESIDENT	2013-10-10	JULIE LONG	2013-10-10
001	2011-01-01	JULIE LONG, PRESIDENT	2012-06-17
001	2010-01-01	JULIE LONG, PRESIDENT	2011-07-29	JULIE LONG	2011-07-29

Plan Statistics for EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN

Measure Date Value
2021: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 78
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 90
Number of participants with account balances 2021-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 75
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 94
Number of participants with account balances 2020-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 63
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 71
Number of participants with account balances 2019-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 61
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 70
Total participants 2018-01-01 70
Number of participants with account balances 2018-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 60
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 68
Total participants 2017-01-01 68
Number of participants with account balances 2017-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 61
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 6
Total of all active and inactive participants 2016-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 67
Number of participants with account balances 2016-01-01 31
2015: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 39
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 44
Number of participants with account balances 2015-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 51
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2021: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	78
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	90
Number of participants with account balances	2021-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	75
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	94
Number of participants with account balances	2020-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	63
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	71
Number of participants with account balances	2019-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	61
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	70
Total participants	2018-01-01	70
Number of participants with account balances	2018-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	60
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	68
Total participants	2017-01-01	68
Number of participants with account balances	2017-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	61
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	6
Total of all active and inactive participants	2016-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	67
Number of participants with account balances	2016-01-01	31
2015: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	39
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	44
Number of participants with account balances	2015-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	51
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN

Measure	Date	Value
2021 : EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,318,272
Expenses. Total of all expenses incurred	2021-12-31	$742,010
Benefits paid (including direct rollovers)	2021-12-31	$686,886
Total plan assets at end of year	2021-12-31	$3,688,211
Total plan assets at beginning of year	2021-12-31	$3,111,949
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$421,636
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$357,921
Other income received	2021-12-31	$461,510
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$576,262
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,688,211
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,111,949
Assets. Value of participant loans	2021-12-31	$46,870
Total contributions received or receivable from employer(s)	2021-12-31	$77,205
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$43,259
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$11,865
2020 : EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$953,360
Expenses. Total of all expenses incurred	2020-12-31	$228,216
Benefits paid (including direct rollovers)	2020-12-31	$206,923
Total plan assets at end of year	2020-12-31	$3,111,949
Total plan assets at beginning of year	2020-12-31	$2,386,805
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$399,402
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$29,619
Other income received	2020-12-31	$454,453
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$725,144
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,111,949
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,386,805
Assets. Value of participant loans	2020-12-31	$2,872
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$69,886
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$17,693
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,600
2019 : EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$53,205
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$881,349
Expenses. Total of all expenses incurred	2019-12-31	$108,532
Benefits paid (including direct rollovers)	2019-12-31	$108,376
Total plan assets at end of year	2019-12-31	$2,386,805
Total plan assets at beginning of year	2019-12-31	$1,560,783
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$317,058
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$67,566
Other income received	2019-12-31	$439,716
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$772,817
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,386,805
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,560,783
Assets. Value of participant loans	2019-12-31	$3,971
Total contributions received or receivable from employer(s)	2019-12-31	$57,009
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$156
2018 : EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$182,848
Expenses. Total of all expenses incurred	2018-12-31	$41,275
Benefits paid (including direct rollovers)	2018-12-31	$19,258
Total plan assets at end of year	2018-12-31	$1,560,783
Total plan assets at beginning of year	2018-12-31	$1,419,210
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$256,092
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-128,143
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$141,573
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,560,783
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,419,210
Assets. Value of participant loans	2018-12-31	$4,099
Total contributions received or receivable from employer(s)	2018-12-31	$54,899
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$21,892
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$125
2017 : EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$439,620
Expenses. Total of all expenses incurred	2017-12-31	$13,466
Benefits paid (including direct rollovers)	2017-12-31	$13,347
Total plan assets at end of year	2017-12-31	$1,419,210
Total plan assets at beginning of year	2017-12-31	$993,056
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$178,095
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$17,097
Other income received	2017-12-31	$210,349
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$426,154
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,419,210
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$993,056
Assets. Value of participant loans	2017-12-31	$9,439
Total contributions received or receivable from employer(s)	2017-12-31	$34,079
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$119
2016 : EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$267,294
Expenses. Total of all expenses incurred	2016-12-31	$19,120
Benefits paid (including direct rollovers)	2016-12-31	$8,260
Total plan assets at end of year	2016-12-31	$993,056
Total plan assets at beginning of year	2016-12-31	$744,882
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$168,587
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$26,472
Other income received	2016-12-31	$72,235
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$248,174
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$993,056
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$744,882
Assets. Value of participant loans	2016-12-31	$9,100
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$10,760
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$100
2015 : EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$146,247
Expenses. Total of all expenses incurred	2015-12-31	$86,518
Benefits paid (including direct rollovers)	2015-12-31	$79,877
Total plan assets at end of year	2015-12-31	$744,882
Total plan assets at beginning of year	2015-12-31	$685,153
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$153,572
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-7,325
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$59,729
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$744,882
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$685,153
Assets. Value of participant loans	2015-12-31	$5,752
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$6,641
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$186,098
Expenses. Total of all expenses incurred	2014-12-31	$17,320
Benefits paid (including direct rollovers)	2014-12-31	$17,320
Total plan assets at end of year	2014-12-31	$685,153
Total plan assets at beginning of year	2014-12-31	$516,375
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$100,381
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$63,003
Other income received	2014-12-31	$22,714
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$168,778
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$685,153
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$516,375
Assets. Value of participant loans	2014-12-31	$9,502
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

Form 5500 Responses for EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN

2021: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EXTELL FINANCIAL SERVICES, INC. 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	No
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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EXTELL FINANCIAL SERVICES, INC. 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EXTELL FINANCIAL SERVICES, INC.
Employer identification number (EIN):	208593751
NAIC Classification:	531310

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4313978