401k Plan data: EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN plan

EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN
Plan identification number	001

EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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

EXETER CAPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: EXETER CAPITAL MANAGEMENT, LLC

Employer identification number (EIN): 742894968

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about EXETER CAPITAL MANAGEMENT, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2007-01-03

Company Identification Number: 0800754795

Legal Registered Office Address: 920 E DEAN KEETON ST

AUSTIN
United States of America (USA)
78705

More information about EXETER CAPITAL MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 JEFF BLATT
001 2009-01-01 JEFF BLATT

Plan Statistics for EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN

Measure Date Value
2019: EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 22
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2009: EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
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 24
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2019: EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	22
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2009: EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
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	24
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2019 : EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,937
Expenses. Total of all expenses incurred	2019-12-31	$1,096
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$404,032
Total plan assets at beginning of year	2019-12-31	$402,191
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,937
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,841
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$404,032
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$402,191
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$67,606
Assets. Value of employer real property	2019-12-31	$335,000
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,096
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$24,039
Expenses. Total of all expenses incurred	2018-12-31	$4,380
Total plan assets at end of year	2018-12-31	$402,191
Total plan assets at beginning of year	2018-12-31	$382,532
Value of fidelity bond covering the plan	2018-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$4,380
Other income received	2018-12-31	$24,039
Net income (gross income less expenses)	2018-12-31	$19,659
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$402,191
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$382,532
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$69,567
Assets. Value of employer real property	2018-12-31	$332,542
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2009 : EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING 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 EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN

2019: EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2009: EXETER CAPITAL MANAGEMENT, LLC. 401K PROFIT SHARING 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:	EXETER CAPITAL MANAGEMENT, LLC
Employer identification number (EIN):	742894968
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2007-01-03
Company Identification Number:	0800754795
Legal Registered Office Address:	920 E DEAN KEETON ST AUSTIN United States of America (USA) 78705