401k Plan data: EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN plan

EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	001

EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

EXTOL INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: EXTOL INTERNATIONAL, INC.

Employer identification number (EIN): 232577985

NAIC Classification: 511210
NAIC Description: Software Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01 KERRIE CARROLL 2016-10-13
001 2014-01-01 ANTHONY BARAN 2015-09-08 ANTHONY BARAN 2015-09-08
001 2013-01-01 CAMILLE D'ATTILIO
001 2012-01-01 ANTHONY BARAN ANTHONY BARAN 2013-07-02
001 2011-01-01 ANTHONY BARAN
001 2009-08-01 ANTHONY BARAN
001 2009-01-01 ANTHONY BARAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01
001	2015-01-01	KERRIE CARROLL	2016-10-13
001	2014-01-01	ANTHONY BARAN	2015-09-08	ANTHONY BARAN	2015-09-08
001	2013-01-01	CAMILLE D'ATTILIO
001	2012-01-01	ANTHONY BARAN		ANTHONY BARAN	2013-07-02
001	2011-01-01	ANTHONY BARAN
001	2009-08-01	ANTHONY BARAN
001	2009-01-01	ANTHONY BARAN

Financial Data on EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2013 : EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,563,427
Expenses. Total of all expenses incurred	2013-12-31	$361,968
Benefits paid (including direct rollovers)	2013-12-31	$360,743
Total plan assets at end of year	2013-12-31	$7,298,140
Total plan assets at beginning of year	2013-12-31	$6,096,681
Value of fidelity bond covering the plan	2013-12-31	$600,000
Total contributions received or receivable from participants	2013-12-31	$475,958
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$984,442
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,201,459
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,298,140
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,096,681
Assets. Value of participant loans	2013-12-31	$122,106
Total contributions received or receivable from employer(s)	2013-12-31	$103,027
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,225
2012 : EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,232,329
Expenses. Total of all expenses incurred	2012-12-31	$138,562
Benefits paid (including direct rollovers)	2012-12-31	$138,137
Total plan assets at end of year	2012-12-31	$6,096,681
Total plan assets at beginning of year	2012-12-31	$5,002,914
Value of fidelity bond covering the plan	2012-12-31	$600,000
Total contributions received or receivable from participants	2012-12-31	$464,166
Other income received	2012-12-31	$673,516
Net income (gross income less expenses)	2012-12-31	$1,093,767
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,096,681
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,002,914
Assets. Value of participant loans	2012-12-31	$183,837
Total contributions received or receivable from employer(s)	2012-12-31	$94,647
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$352,421
Expenses. Total of all expenses incurred	2011-12-31	$492,828
Benefits paid (including direct rollovers)	2011-12-31	$492,551
Total plan assets at end of year	2011-12-31	$5,002,914
Total plan assets at beginning of year	2011-12-31	$5,143,321
Value of fidelity bond covering the plan	2011-12-31	$600,000
Total contributions received or receivable from participants	2011-12-31	$412,094
Other income received	2011-12-31	$-147,617
Net income (gross income less expenses)	2011-12-31	$-140,407
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,002,914
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,143,321
Assets. Value of participant loans	2011-12-31	$152,811
Total contributions received or receivable from employer(s)	2011-12-31	$87,944
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,094,137
Expenses. Total of all expenses incurred	2010-12-31	$4,717
Benefits paid (including direct rollovers)	2010-12-31	$3,906
Total plan assets at end of year	2010-12-31	$5,143,321
Total plan assets at beginning of year	2010-12-31	$4,053,901
Value of fidelity bond covering the plan	2010-12-31	$600,000
Total contributions received or receivable from participants	2010-12-31	$404,950
Contributions received from other sources (not participants or employers)	2010-12-31	$4,420
Other income received	2010-12-31	$588,649
Net income (gross income less expenses)	2010-12-31	$1,089,420
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,143,321
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,053,901
Assets. Value of participant loans	2010-12-31	$135,999
Total contributions received or receivable from employer(s)	2010-12-31	$96,118
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$811
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS 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 EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN

2013: EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS 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: EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EXTOL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan funding arrangement – Insurance	Yes
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement – Insurance	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	447665
Policy instance	1

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EXTOL INTERNATIONAL, INC.
Employer identification number (EIN):	232577985
NAIC Classification:	511210
NAIC Description:	Software Publishers