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Plan Name | EXETER GROUP, INC. 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | EXETER GROUP, INC. |
Employer identification number (EIN): | 042810147 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about EXETER GROUP, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1995-11-16 |
Company Identification Number: | P95000088201 |
Legal Registered Office Address: |
1201 HAYS STREET TALLAHASSEE 32301 |
More information about EXETER GROUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | MARK COULTER | 2017-02-10 | MARK COULTER | 2017-02-10 |
001 | 2015-01-01 | MARK COULTER | MARK COULTER | 2016-07-15 | |
001 | 2014-01-01 | MARK COULTER | MARK COULTER | 2015-10-14 | |
001 | 2013-01-01 | MARK COULTER | MARK COULTER | 2014-09-05 | |
001 | 2012-01-01 | MARK COULTER | 2013-10-09 | MARK COULTER | 2013-10-09 |
001 | 2011-01-01 | MARK COULTER | 2012-10-12 | MARK COULTER | 2012-10-12 |
001 | 2009-01-01 | MARK COULTER |
Measure | Date | Value |
---|---|---|
2015: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 75 |
Total of all active and inactive participants | 2015-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 77 |
Number of participants with account balances | 2015-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 26 |
Total of all active and inactive participants | 2014-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 135 |
Number of participants with account balances | 2014-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 133 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19 |
Total of all active and inactive participants | 2013-01-01 | 152 |
Total participants | 2013-01-01 | 152 |
Number of participants with account balances | 2013-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2009: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 73 |
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 | 25 |
Total of all active and inactive participants | 2009-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 98 |
Number of participants with account balances | 2009-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $801,319 |
Total of all expenses incurred | 2015-12-31 | $2,197,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,191,704 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $853,040 |
Value of total assets at end of year | 2015-12-31 | $6,834,056 |
Value of total assets at beginning of year | 2015-12-31 | $8,229,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,540 |
Total interest from all sources | 2015-12-31 | $794 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $222,015 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $222,015 |
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 | $853,040 |
Participant contributions at end of year | 2015-12-31 | $16,617 |
Participant contributions at beginning of year | 2015-12-31 | $26,368 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $46,890 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $43,535 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $44,794 |
Other income not declared elsewhere | 2015-12-31 | $-1,059 |
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 | $-1,395,925 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,834,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,229,981 |
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 registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,773,904 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,111,929 |
Interest on participant loans | 2015-12-31 | $794 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-273,471 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,191,704 |
Contract administrator fees | 2015-12-31 | $5,540 |
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 | BONADIO & CO., LLP |
Accountancy firm EIN | 2015-12-31 | 161131146 |
2014 : EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $1,589,938 |
Total of all expenses incurred | 2014-12-31 | $422,754 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $419,869 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,010,609 |
Value of total assets at end of year | 2014-12-31 | $8,229,981 |
Value of total assets at beginning of year | 2014-12-31 | $7,062,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,885 |
Total interest from all sources | 2014-12-31 | $493 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $129,653 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $129,653 |
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 | $1,010,430 |
Participant contributions at end of year | 2014-12-31 | $26,368 |
Participant contributions at beginning of year | 2014-12-31 | $37,244 |
Participant contributions at end of year | 2014-12-31 | $46,890 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $44,794 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $179 |
Other income not declared elsewhere | 2014-12-31 | $-2,633 |
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 | $1,167,184 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,229,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,062,797 |
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 registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,111,929 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,025,553 |
Interest on participant loans | 2014-12-31 | $493 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $451,816 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $419,869 |
Contract administrator fees | 2014-12-31 | $2,885 |
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 | BONADIO & CO., LLP |
Accountancy firm EIN | 2014-12-31 | 161131146 |
2013 : EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,116,474 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $154,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $152,051 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $950,993 |
Value of total assets at end of year | 2013-12-31 | $7,062,797 |
Value of total assets at beginning of year | 2013-12-31 | $5,100,675 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,301 |
Total interest from all sources | 2013-12-31 | $3,319 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $98,176 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $98,176 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $919,997 |
Participant contributions at end of year | 2013-12-31 | $37,244 |
Participant contributions at beginning of year | 2013-12-31 | $63,403 |
Participant contributions at beginning of year | 2013-12-31 | $65,405 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $30,996 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $1,370 |
Administrative expenses (other) incurred | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $90,621 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,962,122 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,062,797 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,100,675 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,025,553 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,881,246 |
Interest on participant loans | 2013-12-31 | $3,319 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,062,616 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $152,051 |
Contract administrator fees | 2013-12-31 | $2,301 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2013-12-31 | 161131146 |
2010 : EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $1,092,733 |
Expenses. Total of all expenses incurred | 2010-12-31 | $615,565 |
Benefits paid (including direct rollovers) | 2010-12-31 | $615,295 |
Total plan assets at end of year | 2010-12-31 | $3,750,542 |
Total plan assets at beginning of year | 2010-12-31 | $3,273,374 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $625,346 |
Other income received | 2010-12-31 | $467,387 |
Net income (gross income less expenses) | 2010-12-31 | $477,168 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,750,542 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,273,374 |
Assets. Value of participant loans | 2010-12-31 | $5,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $270 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: EXETER GROUP, INC. 401(K) RETIREMENT 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EXETER GROUP, INC. 401(K) RETIREMENT 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 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 funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |