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EXETER GROUP, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameEXETER GROUP, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

EXETER GROUP, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

EXETER GROUP, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXETER GROUP, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01MARK COULTER2017-02-10 MARK COULTER2017-02-10
0012015-01-01MARK COULTER MARK COULTER2016-07-15
0012014-01-01MARK COULTER MARK COULTER2015-10-14
0012013-01-01MARK COULTER MARK COULTER2014-09-05
0012012-01-01MARK COULTER2013-10-09 MARK COULTER2013-10-09
0012011-01-01MARK COULTER2012-10-12 MARK COULTER2012-10-12
0012009-01-01MARK COULTER

Plan Statistics for EXETER GROUP, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for EXETER GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2015: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0177
Number of participants with account balances2015-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01152
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01135
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01152
Total participants2013-01-01152
Number of participants with account balances2013-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2009: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01103
Total number of active participants reported on line 7a of the Form 55002009-01-0173
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0198
Number of participants with account balances2009-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EXETER GROUP, INC. 401(K) RETIREMENT PLAN

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 incurred2015-12-31$2,197,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$6,834,056
Value of total assets at beginning of year2015-12-31$8,229,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,540
Total interest from all sources2015-12-31$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 year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$222,015
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$853,040
Participant contributions at end of year2015-12-31$16,617
Participant contributions at beginning of year2015-12-31$26,368
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$46,890
Assets. Other investments not covered elsewhere at end of year2015-12-31$43,535
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$44,794
Other income not declared elsewhere2015-12-31$-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 appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,773,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,111,929
Interest on participant loans2015-12-31$794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-273,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,191,704
Contract administrator fees2015-12-31$5,540
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
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 incurred2014-12-31$422,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$8,229,981
Value of total assets at beginning of year2014-12-31$7,062,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,885
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$129,653
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,010,430
Participant contributions at end of year2014-12-31$26,368
Participant contributions at beginning of year2014-12-31$37,244
Participant contributions at end of year2014-12-31$46,890
Assets. Other investments not covered elsewhere at end of year2014-12-31$44,794
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$179
Other income not declared elsewhere2014-12-31$-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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,111,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,025,553
Interest on participant loans2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$419,869
Contract administrator fees2014-12-31$2,885
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,116,474
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$154,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$7,062,797
Value of total assets at beginning of year2013-12-31$5,100,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,301
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$98,176
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$919,997
Participant contributions at end of year2013-12-31$37,244
Participant contributions at beginning of year2013-12-31$63,403
Participant contributions at beginning of year2013-12-31$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 elsewhere2013-12-31$1,370
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,025,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,881,246
Interest on participant loans2013-12-31$3,319
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$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 trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$152,051
Contract administrator fees2013-12-31$2,301
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161131146
2010 : EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,092,733
Expenses. Total of all expenses incurred2010-12-31$615,565
Benefits paid (including direct rollovers)2010-12-31$615,295
Total plan assets at end of year2010-12-31$3,750,542
Total plan assets at beginning of year2010-12-31$3,273,374
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$625,346
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for EXETER GROUP, INC. 401(K) RETIREMENT PLAN

2015: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2009: EXETER GROUP, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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