401k Plan data: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN plan

EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan Name	EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN
Plan identification number	001

EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

EXCALIBUR ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: EXCALIBUR ASSOCIATES, INC.

Employer identification number (EIN): 841348594

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Additional information about EXCALIBUR ASSOCIATES, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1996-06-14

Company Identification Number: 19961080090

Legal Registered Office Address: 12000 N Pecos St
Suite 201
Westminster
United States of America (USA)
80234

More information about EXCALIBUR ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CARRIE MCCOY 2023-10-12
001 2021-01-01 CARRIE MCCOY 2023-01-08
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 KARLEE WARREN 2017-07-06
001 2015-01-01 KARLEE WARREN
001 2014-01-01 CHARLIE BURNS, JR.
001 2013-01-01 CHARLIE BURNS, JR. 2014-06-25
001 2012-01-01 CHARLIE BURNS, JR. 2013-07-01
001 2011-01-01 CHARLIE BURNS, JR. 2012-07-06
001 2010-01-01 CHARLIE BURNS, JR. 2011-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	CARRIE MCCOY	2023-10-12
001	2021-01-01	CARRIE MCCOY	2023-01-08
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	KARLEE WARREN	2017-07-06
001	2015-01-01	KARLEE WARREN
001	2014-01-01	CHARLIE BURNS, JR.
001	2013-01-01	CHARLIE BURNS, JR.	2014-06-25
001	2012-01-01	CHARLIE BURNS, JR.	2013-07-01
001	2011-01-01	CHARLIE BURNS, JR.	2012-07-06
001	2010-01-01	CHARLIE BURNS, JR.	2011-06-21

Plan Statistics for EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 238
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 273
Number of participants with account balances 2022-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 186
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 35
Total of all active and inactive participants 2021-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 221
Number of participants with account balances 2021-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2015: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 64
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 19
Total of all active and inactive participants 2015-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 84
Number of participants with account balances 2015-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 83
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 104
Number of participants with account balances 2014-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	238
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	273
Number of participants with account balances	2022-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	186
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	35
Total of all active and inactive participants	2021-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	221
Number of participants with account balances	2021-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2015: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	64
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	19
Total of all active and inactive participants	2015-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	84
Number of participants with account balances	2015-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	83
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	104
Number of participants with account balances	2014-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN

Measure	Date	Value
2022 : EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$302,338
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$458,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$443,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$737,247
Value of total assets at end of year	2022-12-31	$2,731,629
Value of total assets at beginning of year	2022-12-31	$2,887,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,194
Total interest from all sources	2022-12-31	$8,419
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$146,773
Participant contributions at end of year	2022-12-31	$125,814
Participant contributions at beginning of year	2022-12-31	$64,006
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-155,763
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,731,629
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,887,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,201,942
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,382,783
Interest on participant loans	2022-12-31	$2,529
Interest earned on other investments	2022-12-31	$5,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$403,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$440,603
Net investment gain/loss from pooled separate accounts	2022-12-31	$-443,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$567,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$443,907
Contract administrator fees	2022-12-31	$14,194
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RUSHTON, LLC
Accountancy firm EIN	2022-12-31	582282374
2021 : EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,182,627
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,029,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,017,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$792,135
Value of total assets at end of year	2021-12-31	$2,887,392
Value of total assets at beginning of year	2021-12-31	$2,733,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,333
Total interest from all sources	2021-12-31	$8,092
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$134,523
Participant contributions at end of year	2021-12-31	$64,006
Participant contributions at beginning of year	2021-12-31	$2,010
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$9,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$153,464
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,887,392
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,733,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,382,783
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,340,317
Interest on participant loans	2021-12-31	$973
Interest earned on other investments	2021-12-31	$7,119
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$2,340,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$440,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$391,601
Net investment gain/loss from pooled separate accounts	2021-12-31	$382,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$647,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,017,830
Contract administrator fees	2021-12-31	$11,333
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TORY LIVINGSTON
Accountancy firm EIN	2021-12-31	461497033
2015 : EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$662,907
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$659,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$654,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$605,453
Value of total assets at end of year	2015-12-31	$4,803,405
Value of total assets at beginning of year	2015-12-31	$4,799,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,411
Total interest from all sources	2015-12-31	$24,865
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$347,277
Participant contributions at beginning of year	2015-12-31	$18,472
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$120,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,447
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,803,405
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,799,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,253,777
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,235,906
Interest earned on other investments	2015-12-31	$24,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,549,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,538,826
Net investment gain/loss from pooled separate accounts	2015-12-31	$32,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$137,840
Employer contributions (assets) at beginning of year	2015-12-31	$6,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$654,049
Contract administrator fees	2015-12-31	$5,411
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EKS & H, LLLP
Accountancy firm EIN	2015-12-31	461497033
2014 : EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$892,619
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,323,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,320,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$578,238
Value of total assets at end of year	2014-12-31	$4,799,958
Value of total assets at beginning of year	2014-12-31	$5,230,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,572
Total interest from all sources	2014-12-31	$23,997
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$418,742
Participant contributions at end of year	2014-12-31	$18,472
Participant contributions at beginning of year	2014-12-31	$26,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-431,004
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,799,958
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,230,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,235,906
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,390,171
Interest earned on other investments	2014-12-31	$23,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,538,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,807,138
Net investment gain/loss from pooled separate accounts	2014-12-31	$290,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$159,496
Employer contributions (assets) at end of year	2014-12-31	$6,754
Employer contributions (assets) at beginning of year	2014-12-31	$7,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,320,051
Contract administrator fees	2014-12-31	$3,572
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	EKS & H LLLP
Accountancy firm EIN	2014-12-31	461497033

Form 5500 Responses for EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN

2022: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2015: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

801179

Policy instance

Insurance contract or identification number	801179
Number of Individuals Covered	273
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

801179

Policy instance

Insurance contract or identification number	801179
Number of Individuals Covered	221
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

801179

Policy instance

Insurance contract or identification number	801179
Number of Individuals Covered	84
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

801179

Policy instance

Insurance contract or identification number	801179
Number of Individuals Covered	104
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $17,255
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,255
Insurance broker organization code?	3
Insurance broker name	NAME NFP INSURANCE SERVICES INC

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Company Name:	EXCALIBUR ASSOCIATES, INC.
Employer identification number (EIN):	841348594
NAIC Classification:	561110
NAIC Description:	Office Administrative Services

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1996-06-14
Company Identification Number:	19961080090
Legal Registered Office Address:	12000 N Pecos St Suite 201 Westminster United States of America (USA) 80234