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
| Measure | Date | Value |
|---|
| 2025 : XCHANGE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-22 | 719396 |
| Net assets as of the end of the plan year | 2025-08-22 | 3706574 |
| Total assets as of the beginning of the plan year | 2025-08-22 | 3758268 |
| Value of plan covered by a fidelity bond | 2025-08-22 | 376000 |
| Participant contributions to plan in this plan year | 2025-08-22 | 148937 |
| Value of participant loans at end of plan year | 2025-08-22 | 38336 |
| Other income to plan in this plan year | 2025-08-22 | 503745 |
| Plan net income in this plan year | 2025-08-22 | -51694 |
| Net assets as of the end of the plan year | 2025-08-22 | 3706574 |
| Net assets as of the beginning of the plan year | 2025-08-22 | 3758268 |
| Employer contributions to plan in this plan year | 2025-08-22 | 15020 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-22 | 18936 |
| 2024 : XCHANGE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-26 | 46653 |
| Net assets as of the end of the plan year | 2024-07-26 | 3758268 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 3042903 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 305000 |
| Participant contributions to plan in this plan year | 2024-07-26 | 167911 |
| Value of participant loans at end of plan year | 2024-07-26 | 97114 |
| Other income to plan in this plan year | 2024-07-26 | 574841 |
| Plan net income in this plan year | 2024-07-26 | 715365 |
| Net assets as of the end of the plan year | 2024-07-26 | 3758268 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 3042903 |
| Employer contributions to plan in this plan year | 2024-07-26 | 19266 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 16747 |
| 2022 : XCHANGE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-07 | 304826 |
| Net assets as of the end of the plan year | 2022-10-07 | 3827524 |
| Total assets as of the beginning of the plan year | 2022-10-07 | 3374999 |
| Value of plan covered by a fidelity bond | 2022-10-07 | 338000 |
| Participant contributions to plan in this plan year | 2022-10-07 | 185444 |
| Value of participant loans at end of plan year | 2022-10-07 | 116582 |
| Other income to plan in this plan year | 2022-10-07 | 552751 |
| Plan net income in this plan year | 2022-10-07 | 452525 |
| Net assets as of the end of the plan year | 2022-10-07 | 3827524 |
| Net assets as of the beginning of the plan year | 2022-10-07 | 3374999 |
| Employer contributions to plan in this plan year | 2022-10-07 | 19156 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-07 | 18308 |
| 2019 : XCHANGE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
