IT XCHANGE (2013) CORP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan XCHANGE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for XCHANGE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2019 : XCHANGE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,122 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,195 |
Total income from all sources (including contributions) | 2019-12-31 | $802,624 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $660,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $641,956 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $910 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $197,014 |
Value of total assets at end of year | 2019-12-31 | $2,941,240 |
Value of total assets at beginning of year | 2019-12-31 | $2,799,984 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,429 |
Total interest from all sources | 2019-12-31 | $6,904 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $102,448 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $102,448 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $280,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $181,771 |
Participant contributions at end of year | 2019-12-31 | $110,169 |
Participant contributions at beginning of year | 2019-12-31 | $127,703 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $2,122 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $3,195 |
Administrative expenses (other) incurred | 2019-12-31 | $17,429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $142,329 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,939,118 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,796,789 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,769,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,625,982 |
Interest on participant loans | 2019-12-31 | $6,904 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $61,249 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $46,299 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $495,163 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,095 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $15,243 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $641,956 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MPCOMPANY LLP |
Accountancy firm EIN | 2019-12-31 | 561945391 |
2018 : XCHANGE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,195 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,195 |
Total income from all sources (including contributions) | 2018-12-31 | $97,177 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $458,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $445,569 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $17 |
Value of total corrective distributions | 2018-12-31 | $174 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $268,537 |
Value of total assets at end of year | 2018-12-31 | $2,799,984 |
Value of total assets at beginning of year | 2018-12-31 | $3,160,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $12,346 |
Total interest from all sources | 2018-12-31 | $4,762 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $115,412 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $115,412 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $316,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $243,776 |
Participant contributions at end of year | 2018-12-31 | $127,703 |
Participant contributions at beginning of year | 2018-12-31 | $67,673 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $3,195 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $3,195 |
Administrative expenses (other) incurred | 2018-12-31 | $12,346 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-360,929 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,796,789 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,157,718 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,625,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,979,340 |
Interest on participant loans | 2018-12-31 | $4,762 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $46,299 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $113,900 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-292,746 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,212 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $24,761 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $445,569 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MPCOMPANY LLP |
Accountancy firm EIN | 2018-12-31 | 561945391 |
2017 : XCHANGE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,195 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,947 |
Total income from all sources (including contributions) | 2017-12-31 | $934,222 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $146,882 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $143,432 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $990 |
Value of total corrective distributions | 2017-12-31 | $1,285 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $505,156 |
Value of total assets at end of year | 2017-12-31 | $3,160,913 |
Value of total assets at beginning of year | 2017-12-31 | $2,372,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,175 |
Total interest from all sources | 2017-12-31 | $3,333 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $81,144 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $81,144 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $238,000 |
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 | $260,930 |
Participant contributions at end of year | 2017-12-31 | $67,673 |
Participant contributions at beginning of year | 2017-12-31 | $34,034 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $217,571 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $3,195 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,947 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $1,175 |
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 | $787,340 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,157,718 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,370,378 |
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 | $2,979,340 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,704,590 |
Interest on participant loans | 2017-12-31 | $3,333 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $113,900 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $633,701 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $266,885 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $77,704 |
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 | $26,655 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $143,432 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 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 | No |
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 | MCMILLAN PATE & COMPANY LLP |
Accountancy firm EIN | 2017-12-31 | 561945391 |
2016 : XCHANGE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,947 |
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 | $418,400 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $260,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $259,395 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $258,997 |
Value of total assets at end of year | 2016-12-31 | $2,372,325 |
Value of total assets at beginning of year | 2016-12-31 | $2,212,673 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,300 |
Total interest from all sources | 2016-12-31 | $1,963 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $51,191 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $51,191 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $222,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $232,976 |
Participant contributions at end of year | 2016-12-31 | $34,034 |
Participant contributions at beginning of year | 2016-12-31 | $26,005 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $1,947 |
Administrative expenses (other) incurred | 2016-12-31 | $1,300 |
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 | $157,705 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,370,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,212,673 |
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 | $1,704,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,618,020 |
Interest on participant loans | 2016-12-31 | $1,963 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $633,701 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $568,648 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $56,202 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $50,047 |
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 | $26,021 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $259,395 |
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 | MCMILLAN, PATE & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 561945391 |