401k Plan data: EXCELLANCE, INC. 401K PLAN plan

EXCELLANCE, INC. 401K PLAN 401k Plan overview

Plan Name	EXCELLANCE, INC. 401K PLAN
Plan identification number	001

EXCELLANCE, INC. 401K 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

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

Company Name: EXCELLANCE, INC.

Employer identification number (EIN): 630695624

NAIC Classification: 336210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXCELLANCE, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 STEPHEN VAUGHN
001 2013-01-01 ART NOLAND
001 2012-01-01 ART NOLAND
001 2011-01-01 ART NOLAND
001 2009-01-01 ART NOLAND ART NOLAND 2010-04-21

Plan Statistics for EXCELLANCE, INC. 401K PLAN

401k plan membership statisitcs for EXCELLANCE, INC. 401K PLAN

Measure Date Value
2014: EXCELLANCE, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 88
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 12
Total of all active and inactive participants 2014-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 101
Number of participants with account balances 2014-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: EXCELLANCE, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 82
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 10
Total of all active and inactive participants 2013-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 93
Number of participants with account balances 2013-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: EXCELLANCE, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 87
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 97
Number of participants with account balances 2012-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: EXCELLANCE, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 87
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 99
Number of participants with account balances 2011-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: EXCELLANCE, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 89
Number of retired or separated participants receiving benefits 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 95
Number of participants with account balances 2009-01-01 72

Measure	Date	Value
2014: EXCELLANCE, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	88
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	12
Total of all active and inactive participants	2014-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	101
Number of participants with account balances	2014-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: EXCELLANCE, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	82
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	10
Total of all active and inactive participants	2013-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	93
Number of participants with account balances	2013-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: EXCELLANCE, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	87
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	97
Number of participants with account balances	2012-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: EXCELLANCE, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	87
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	99
Number of participants with account balances	2011-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: EXCELLANCE, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	89
Number of retired or separated participants receiving benefits	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	95
Number of participants with account balances	2009-01-01	72

Financial Data on EXCELLANCE, INC. 401K PLAN

Measure	Date	Value
2014 : EXCELLANCE, INC. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$397,979
Expenses. Total of all expenses incurred	2014-12-31	$166,970
Benefits paid (including direct rollovers)	2014-12-31	$136,864
Total plan assets at end of year	2014-12-31	$2,562,639
Total plan assets at beginning of year	2014-12-31	$2,331,630
Value of fidelity bond covering the plan	2014-12-31	$260,000
Total contributions received or receivable from participants	2014-12-31	$156,309
Other income received	2014-12-31	$193,134
Net income (gross income less expenses)	2014-12-31	$231,009
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,562,639
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,331,630
Total contributions received or receivable from employer(s)	2014-12-31	$48,536
Value of corrective distributions	2014-12-31	$13,898
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,208
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EXCELLANCE, INC. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$616,199
Expenses. Total of all expenses incurred	2013-12-31	$127,242
Benefits paid (including direct rollovers)	2013-12-31	$109,827
Total plan assets at end of year	2013-12-31	$2,331,630
Total plan assets at beginning of year	2013-12-31	$1,842,673
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$146,916
Expenses. Other expenses not covered elsewhere	2013-12-31	$9,744
Other income received	2013-12-31	$423,205
Net income (gross income less expenses)	2013-12-31	$488,957
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,331,630
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,842,673
Total contributions received or receivable from employer(s)	2013-12-31	$46,078
Value of corrective distributions	2013-12-31	$7,671
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EXCELLANCE, INC. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$431,228
Expenses. Total of all expenses incurred	2012-12-31	$86,005
Benefits paid (including direct rollovers)	2012-12-31	$79,238
Total plan assets at end of year	2012-12-31	$1,842,673
Total plan assets at beginning of year	2012-12-31	$1,497,450
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$139,528
Other income received	2012-12-31	$247,824
Net income (gross income less expenses)	2012-12-31	$345,223
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,842,673
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,497,450
Total contributions received or receivable from employer(s)	2012-12-31	$43,876
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EXCELLANCE, INC. 401K PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$132,004
Expenses. Total of all expenses incurred	2011-12-31	$74,818
Benefits paid (including direct rollovers)	2011-12-31	$66,362
Total plan assets at end of year	2011-12-31	$1,497,450
Total plan assets at beginning of year	2011-12-31	$1,440,264
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$126,314
Other income received	2011-12-31	$-36,085
Net income (gross income less expenses)	2011-12-31	$57,186
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,497,450
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,440,264
Total contributions received or receivable from employer(s)	2011-12-31	$41,775
Value of corrective distributions	2011-12-31	$1,827
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EXCELLANCE, INC. 401K PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$369,625
Expenses. Total of all expenses incurred	2010-12-31	$46,209
Benefits paid (including direct rollovers)	2010-12-31	$41,164
Total plan assets at end of year	2010-12-31	$1,440,264
Total plan assets at beginning of year	2010-12-31	$1,116,848
Value of fidelity bond covering the plan	2010-12-31	$112,000
Total contributions received or receivable from participants	2010-12-31	$136,991
Expenses. Other expenses not covered elsewhere	2010-12-31	$675
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$186,721
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$323,416
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,440,264
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,116,848
Total contributions received or receivable from employer(s)	2010-12-31	$45,913
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$474
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,896
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EXCELLANCE, INC. 401K 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 EXCELLANCE, INC. 401K PLAN

2014: EXCELLANCE, INC. 401K 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: EXCELLANCE, INC. 401K 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
2012: EXCELLANCE, INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EXCELLANCE, INC. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EXCELLANCE, INC. 401K 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EXCELLANCE, INC.
Employer identification number (EIN):	630695624
NAIC Classification:	336210

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	STEPHEN VAUGHN
001	2013-01-01	ART NOLAND
001	2012-01-01	ART NOLAND
001	2011-01-01	ART NOLAND
001	2009-01-01	ART NOLAND	ART NOLAND	2010-04-21