401k Plan data: XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST plan

XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST 401k Plan overview

Plan Name	XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST
Plan identification number	001

XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST 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.
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.

401k Sponsoring company profile

XL TECHNOLOGY SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: XL TECHNOLOGY SYSTEMS, INC.

Employer identification number (EIN): 364312427

NAIC Classification: 334200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 NEIL ANDERSEN 2017-03-30 NEIL ANDERSEN 2017-03-30
001 2015-01-01 NEIL ANDERSEN 2016-07-23
001 2014-01-01 NEIL ANDERSEN 2015-07-06
001 2013-01-01 NEIL ANDERSEN 2014-07-01
001 2012-01-01 NEIL ANDERSEN 2013-06-03 NEIL ANDERSEN 2013-06-03
001 2011-01-01 NEIL ANDERSEN 2012-05-16
001 2009-01-01 NEIL ANDERSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	NEIL ANDERSEN	2017-03-30	NEIL ANDERSEN	2017-03-30
001	2015-01-01	NEIL ANDERSEN	2016-07-23
001	2014-01-01	NEIL ANDERSEN	2015-07-06
001	2013-01-01	NEIL ANDERSEN	2014-07-01
001	2012-01-01	NEIL ANDERSEN	2013-06-03	NEIL ANDERSEN	2013-06-03
001	2011-01-01	NEIL ANDERSEN	2012-05-16
001	2009-01-01	NEIL ANDERSEN

Plan Statistics for XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST

401k plan membership statisitcs for XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST

Measure Date Value
2009: XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
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 12
Total of all active and inactive participants 2009-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 35
Number of participants with account balances 2009-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
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	12
Total of all active and inactive participants	2009-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	35
Number of participants with account balances	2009-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST

Measure	Date	Value
2010 : XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$360,322
Expenses. Total of all expenses incurred	2010-12-31	$28,907
Benefits paid (including direct rollovers)	2010-12-31	$28,692
Total plan assets at end of year	2010-12-31	$1,883,621
Total plan assets at beginning of year	2010-12-31	$1,552,206
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$138,810
Other income received	2010-12-31	$221,512
Net income (gross income less expenses)	2010-12-31	$331,415
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,883,621
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,552,206
Assets. Value of participant loans	2010-12-31	$100
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$215

Form 5500 Responses for XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST

2009: XL TECHNOLOGY SYSTEMS 401(K) PLAN & TRUST 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 – 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHM271

Policy instance

Insurance contract or identification number	PHM271
Number of Individuals Covered	33
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,238
Total amount of fees paid to insurance company	USD $215
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $4,238
Insurance broker organization code?	3
Amount paid for insurance broker fees	215
Additional information about fees paid to insurance broker	TPA DISTRIBUTION AND ANNUAL LOAN ADMIN FEES
Insurance broker name	BARRON BENEFIT ADVISORS, INC.

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Company Name:	XL TECHNOLOGY SYSTEMS, INC.
Employer identification number (EIN):	364312427
NAIC Classification:	334200