401k Plan data: XPANXION, LLC 401(K) PLAN plan

XPANXION, LLC 401(K) PLAN 401k Plan overview

Plan Name	XPANXION, LLC 401(K) PLAN
Plan identification number	001

XPANXION, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.

401k Sponsoring company profile

XPANXION, LLC has sponsored the creation of one or more 401k plans.

Company Name: XPANXION, LLC

Employer identification number (EIN): 582218113

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Additional information about XPANXION, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 1996-01-29

Company Identification Number: 967705

Legal Registered Office Address: 333 NORTH POINT CENTER EAST
Suite 270
Alpharetta
United States of America (USA)
30022

More information about XPANXION, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan XPANXION, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 MICHAEL ADAMSON
001 2016-01-01 MICHAEL ADAMSON
001 2015-01-01 PAUL EUREK
001 2014-01-01 PAUL EUREK PAUL EUREK 2015-10-14
001 2013-01-01 NICK EUREK NICK EUREK 2014-10-14
001 2012-01-01 NICK EUREK 2013-07-01 NICK EUREK 2013-07-01
001 2011-01-01 NICK EUREK 2012-08-21 NICK EUREK 2012-08-21
001 2010-01-01 NICK EUREK 2011-07-07 NICK EUREK 2011-07-07
001 2009-01-01 NICK EUREK NICK EUREK 2010-09-27
001 2009-01-01 NICK EUREK NICK EUREK 2010-09-27
001 2009-01-01 NICHOLAS EUREK NICHOLAS EUREK 2010-09-27
001 2009-01-01 NICK EUREK NICK EUREK 2010-09-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	MICHAEL ADAMSON
001	2016-01-01	MICHAEL ADAMSON
001	2015-01-01	PAUL EUREK
001	2014-01-01	PAUL EUREK		PAUL EUREK	2015-10-14
001	2013-01-01	NICK EUREK		NICK EUREK	2014-10-14
001	2012-01-01	NICK EUREK	2013-07-01	NICK EUREK	2013-07-01
001	2011-01-01	NICK EUREK	2012-08-21	NICK EUREK	2012-08-21
001	2010-01-01	NICK EUREK	2011-07-07	NICK EUREK	2011-07-07
001	2009-01-01	NICK EUREK		NICK EUREK	2010-09-27
001	2009-01-01	NICK EUREK		NICK EUREK	2010-09-27
001	2009-01-01	NICHOLAS EUREK		NICHOLAS EUREK	2010-09-27
001	2009-01-01	NICK EUREK		NICK EUREK	2010-09-27

Plan Statistics for XPANXION, LLC 401(K) PLAN

401k plan membership statisitcs for XPANXION, LLC 401(K) PLAN

Measure Date Value
2017: XPANXION, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: XPANXION, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 205
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 32
Total of all active and inactive participants 2016-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 237
Number of participants with account balances 2016-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: XPANXION, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 198
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 225
Number of participants with account balances 2015-01-01 101
2014: XPANXION, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 189
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 202
Number of participants with account balances 2014-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: XPANXION, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 158
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 171
Number of participants with account balances 2013-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: XPANXION, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 60
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 5
Total of all active and inactive participants 2009-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 65
Number of participants with account balances 2009-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: XPANXION, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: XPANXION, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	205
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	32
Total of all active and inactive participants	2016-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	237
Number of participants with account balances	2016-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: XPANXION, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	198
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	225
Number of participants with account balances	2015-01-01	101
2014: XPANXION, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	189
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	202
Number of participants with account balances	2014-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: XPANXION, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	158
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	171
Number of participants with account balances	2013-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: XPANXION, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	60
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	5
Total of all active and inactive participants	2009-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	65
Number of participants with account balances	2009-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on XPANXION, LLC 401(K) PLAN

Measure	Date	Value
2017 : XPANXION, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-07-13	$0
Total transfer of assets from this plan	2017-07-13	$1,559,301
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-07-13	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-07-13	$0
Total income from all sources (including contributions)	2017-07-13	$335,369
Total loss/gain on sale of assets	2017-07-13	$0
Total of all expenses incurred	2017-07-13	$24,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-07-13	$24,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-07-13	$223,327
Value of total assets at end of year	2017-07-13	$0
Value of total assets at beginning of year	2017-07-13	$1,248,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-07-13	$0
Total interest from all sources	2017-07-13	$17
Total dividends received (eg from common stock, registered investment company shares)	2017-07-13	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-07-13	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-07-13	$0
Was this plan covered by a fidelity bond	2017-07-13	Yes
Value of fidelity bond cover	2017-07-13	$500,000
If this is an individual account plan, was there a blackout period	2017-07-13	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-07-13	$0
Were there any nonexempt tranactions with any party-in-interest	2017-07-13	No
Contributions received from participants	2017-07-13	$223,327
Participant contributions at end of year	2017-07-13	$0
Participant contributions at beginning of year	2017-07-13	$914
Participant contributions at end of year	2017-07-13	$0
Participant contributions at beginning of year	2017-07-13	$0
Total non interest bearing cash at end of year	2017-07-13	$0
Total non interest bearing cash at beginning of year	2017-07-13	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-07-13	No
Value of net income/loss	2017-07-13	$310,572
Value of net assets at end of year (total assets less liabilities)	2017-07-13	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-07-13	$1,248,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-07-13	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-07-13	No
Were any leases to which the plan was party in default or uncollectible	2017-07-13	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-07-13	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-07-13	$1,200,573
Interest on participant loans	2017-07-13	$17
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-07-13	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-07-13	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-07-13	$47,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-07-13	$112,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-07-13	No
Was there a failure to transmit to the plan any participant contributions	2017-07-13	No
Has the plan failed to provide any benefit when due under the plan	2017-07-13	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-07-13	$24,797
Contract administrator fees	2017-07-13	$0
Did the plan have assets held for investment	2017-07-13	No
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	2017-07-13	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-07-13	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-07-13	Yes
Opinion of an independent qualified public accountant for this plan	2017-07-13	Disclaimer
Accountancy firm name	2017-07-13	BRIDGES & DUNN RANKIN, LLP
Accountancy firm EIN	2017-07-13	582085823
2016 : XPANXION, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
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	$483,968
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$130,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$118,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$392,441
Value of total assets at end of year	2016-12-31	$1,248,729
Value of total assets at beginning of year	2016-12-31	$895,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,567
Total interest from all sources	2016-12-31	$84
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$385,651
Participant contributions at end of year	2016-12-31	$914
Participant contributions at beginning of year	2016-12-31	$2,695
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$11,148
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,790
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
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	$353,416
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,248,729
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$895,313
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	$1,200,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$851,275
Interest on participant loans	2016-12-31	$84
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$47,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$30,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$91,443
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$118,985
Contract administrator fees	2016-12-31	$11,567
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	BRIDGES & DUNN RANKIN, LLP
Accountancy firm EIN	2016-12-31	582085823
2015 : XPANXION, LLC 401(K) 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	$299,440
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$37,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$29,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$324,468
Value of total assets at end of year	2015-12-31	$895,313
Value of total assets at beginning of year	2015-12-31	$633,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,914
Total interest from all sources	2015-12-31	$140
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	$89,531
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	$322,253
Participant contributions at end of year	2015-12-31	$2,695
Participant contributions at beginning of year	2015-12-31	$4,109
Participant contributions at end of year	2015-12-31	$11,148
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,215
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
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	$261,649
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$895,313
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$633,664
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	$851,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$609,038
Interest on participant loans	2015-12-31	$140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$30,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$20,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-25,168
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	$29,877
Contract administrator fees	2015-12-31	$7,914
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	BRIDGES & DUNN RANKIN, LLP
Accountancy firm EIN	2015-12-31	582085823
2014 : XPANXION, LLC 401(K) 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	$200,119
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$45,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$39,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$180,529
Value of total assets at end of year	2014-12-31	$633,664
Value of total assets at beginning of year	2014-12-31	$478,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,055
Total interest from all sources	2014-12-31	$551
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	$50,000
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	$169,678
Participant contributions at end of year	2014-12-31	$4,109
Participant contributions at beginning of year	2014-12-31	$2,500
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$6,375
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$7,856
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
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	$155,043
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$633,664
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$478,621
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	$609,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$448,753
Interest on participant loans	2014-12-31	$215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$20,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$20,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$19,039
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	$2,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$39,021
Contract administrator fees	2014-12-31	$6,055
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	BRIDGES & DUNN RANKIN, LLP
Accountancy firm EIN	2014-12-31	582085823
2013 : XPANXION, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$165,081
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$27,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$22,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$91,462
Value of total assets at end of year	2013-12-31	$478,621
Value of total assets at beginning of year	2013-12-31	$341,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,649
Total interest from all sources	2013-12-31	$301
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$50,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$91,462
Participant contributions at end of year	2013-12-31	$2,500
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$6,375
Participant contributions at beginning of year	2013-12-31	$5,448
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	$0
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	$137,495
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$478,621
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$341,126
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	$448,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$315,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$20,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$20,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$73,318
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	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$22,937
Contract administrator fees	2013-12-31	$4,649
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
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	BRIDGES & DUNN RANKIN, LLP
Accountancy firm EIN	2013-12-31	582085823
2009 : XPANXION, LLC 401(K) 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

Form 5500 Responses for XPANXION, LLC 401(K) PLAN

2017: XPANXION, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: XPANXION, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: XPANXION, LLC 401(K) 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: XPANXION, LLC 401(K) 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
2013: XPANXION, LLC 401(K) 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: XPANXION, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP33607

Policy instance

Insurance contract or identification number	GP33607
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-07-13
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $255
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	0
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?	Yes
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
Amount paid for insurance broker fees	255
Additional information about fees paid to insurance broker	ADVISOR
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH PIERCE FENNER

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP33607

Policy instance

Insurance contract or identification number	GP33607
Number of Individuals Covered	104
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 $1,451
Are there contracts with allocated funds for individual policies?	No
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	0
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?	Yes
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
Amount paid for insurance broker fees	1451
Additional information about fees paid to insurance broker	ADVISORS
Insurance broker organization code?	3
Insurance broker name	TRIAD ADVISORS, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP33607

Policy instance

Insurance contract or identification number	GP33607
Number of Individuals Covered	77
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,016
Are there contracts with allocated funds for individual policies?	No
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	0
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?	Yes
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
Amount paid for insurance broker fees	1016
Additional information about fees paid to insurance broker	ADVISORS
Insurance broker organization code?	3
Insurance broker name	TRIAD ADVISORS, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP33607

Policy instance

Insurance contract or identification number	GP33607
Number of Individuals Covered	42
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $564
Are there contracts with allocated funds for individual policies?	No
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	0
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?	Yes
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	564
Additional information about fees paid to insurance broker	ADVISORS
Insurance broker organization code?	3
Insurance broker name	TRIAD ADVISORS, INC.

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	XPANXION, LLC
Employer identification number (EIN):	582218113
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	1996-01-29
Company Identification Number:	967705
Legal Registered Office Address:	333 NORTH POINT CENTER EAST Suite 270 Alpharetta United States of America (USA) 30022