401k Plan data: EXPERA OLD TOWN 401(K) PLAN plan

EXPERA OLD TOWN 401(K) PLAN 401k Plan overview

Plan Name	EXPERA OLD TOWN 401(K) PLAN
Plan identification number	001

EXPERA OLD TOWN 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

EXPERA OLD TOWN, LLC has sponsored the creation of one or more 401k plans.

Company Name: EXPERA OLD TOWN, LLC

Employer identification number (EIN): 611750143

NAIC Classification: 332110

Additional information about EXPERA OLD TOWN, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5626929

More information about EXPERA OLD TOWN, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXPERA OLD TOWN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2014-01-01

Plan Statistics for EXPERA OLD TOWN 401(K) PLAN

401k plan membership statisitcs for EXPERA OLD TOWN 401(K) PLAN

Measure Date Value
2015: EXPERA OLD TOWN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 207
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 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EXPERA OLD TOWN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 181
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 18
Total of all active and inactive participants 2014-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 199
Number of participants with account balances 2014-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2015: EXPERA OLD TOWN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	207
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	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EXPERA OLD TOWN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	181
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	18
Total of all active and inactive participants	2014-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	199
Number of participants with account balances	2014-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on EXPERA OLD TOWN 401(K) PLAN

Measure	Date	Value
2015 : EXPERA OLD TOWN 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,110,632
Total of all expenses incurred	2015-12-31	$7,287,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,266,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,163,556
Value of total assets at end of year	2015-12-31	$1,238,976
Value of total assets at beginning of year	2015-12-31	$7,416,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$21,750
Total interest from all sources	2015-12-31	$6,144
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$208,916
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	$208,916
Administrative expenses professional fees incurred	2015-12-31	$21,750
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	$727,137
Participant contributions at end of year	2015-12-31	$23,264
Participant contributions at beginning of year	2015-12-31	$135,523
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$99,109
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	$-6,177,342
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,238,976
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,416,318
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	$1,192,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,894,854
Interest on participant loans	2015-12-31	$6,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$22,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$385,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$385,941
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-267,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$337,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$7,266,224
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	BAKER NEWMAN NOYES LLC
Accountancy firm EIN	2015-12-31	010494526
2014 : EXPERA OLD TOWN 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,418,326
Total of all expenses incurred	2014-12-31	$1,294,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,244,343
Expenses. Certain deemed distributions of participant loans	2014-12-31	$14,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$953,942
Value of total assets at end of year	2014-12-31	$7,416,318
Value of total assets at beginning of year	2014-12-31	$7,292,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$36,119
Total interest from all sources	2014-12-31	$5,331
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$376,639
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	$376,639
Administrative expenses professional fees incurred	2014-12-31	$36,119
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	$487,375
Participant contributions at end of year	2014-12-31	$135,523
Participant contributions at beginning of year	2014-12-31	$157,973
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$189,668
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	$123,637
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,416,318
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,292,681
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	$6,894,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,004,658
Income. Interest from loans (other than to participants)	2014-12-31	$5,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$385,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$130,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$130,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$82,414
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	$276,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,244,343
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	BAKER NEWMAN NOYES LLC
Accountancy firm EIN	2014-12-31	010494526

Form 5500 Responses for EXPERA OLD TOWN 401(K) PLAN

2015: EXPERA OLD TOWN 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EXPERA OLD TOWN 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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:	EXPERA OLD TOWN, LLC
Employer identification number (EIN):	611750143
NAIC Classification:	332110

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5626929