401k Plan data: PROFIT SHARING PLAN plan

PROFIT SHARING PLAN 401k Plan overview

Plan Name	PROFIT SHARING PLAN
Plan identification number	002

PROFIT SHARING 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

INSITE SOFTWARE INC has sponsored the creation of one or more 401k plans.

Company Name: INSITE SOFTWARE INC

Employer identification number (EIN): 161332881

NAIC Classification: 339900

Additional information about INSITE SOFTWARE INC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1988-08-09

Company Identification Number: 1283238

Legal Registered Office Address: 20 Wildbriar Road, Suite C
Monroe
Rochester
United States of America (USA)
14623

More information about INSITE SOFTWARE INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 STEPHEN WARFLE 2021-07-26 STEPHEN WARFLE 2021-07-26
002 2019-01-01 STEPHEN R WARFLE 2020-07-07 STEPHEN R WARFLE 2020-07-07
002 2018-01-01 SUZANNE WOLF 2019-07-09
002 2018-01-01 SUZANNE WOLF 2019-10-08 SUZANNE WOLF 2019-10-08
002 2017-01-01 RICHARD CHASMAN RICHARD CHASMAN 2018-07-31
002 2017-01-01 STEPHEN WARFLE 2018-07-30
002 2016-01-01 RICHARD CHASMAN RICHARD CHASMAN 2017-10-13
002 2015-01-01 RICHARD CHASMAN RICHARD CHASMAN 2016-07-31
002 2014-01-01 RICHARD CHASMAN
002 2013-01-01 RICHARD CHASMAN
002 2012-01-01 RICHARD CHASMAN
002 2011-01-01 RICHARD CHASMAN
002 2010-01-01 RICHARD CHASMAN
002 2009-01-01 RICHARD CHASMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	STEPHEN WARFLE	2021-07-26	STEPHEN WARFLE	2021-07-26
002	2019-01-01	STEPHEN R WARFLE	2020-07-07	STEPHEN R WARFLE	2020-07-07
002	2018-01-01	SUZANNE WOLF	2019-07-09
002	2018-01-01	SUZANNE WOLF	2019-10-08	SUZANNE WOLF	2019-10-08
002	2017-01-01	RICHARD CHASMAN		RICHARD CHASMAN	2018-07-31
002	2017-01-01	STEPHEN WARFLE	2018-07-30
002	2016-01-01	RICHARD CHASMAN		RICHARD CHASMAN	2017-10-13
002	2015-01-01	RICHARD CHASMAN		RICHARD CHASMAN	2016-07-31
002	2014-01-01	RICHARD CHASMAN
002	2013-01-01	RICHARD CHASMAN
002	2012-01-01	RICHARD CHASMAN
002	2011-01-01	RICHARD CHASMAN
002	2010-01-01	RICHARD CHASMAN
002	2009-01-01	RICHARD CHASMAN

Financial Data on PROFIT SHARING PLAN

Measure	Date	Value
2017 : PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$189,744
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$882,482
Total plan assets at beginning of year	2017-12-31	$692,738
Value of fidelity bond covering the plan	2017-12-31	$20,000
Other income received	2017-12-31	$162,191
Net income (gross income less expenses)	2017-12-31	$189,744
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$882,482
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$692,738
Total contributions received or receivable from employer(s)	2017-12-31	$27,553
2016 : PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$109,965
Expenses. Total of all expenses incurred	2016-12-31	$373,712
Benefits paid (including direct rollovers)	2016-12-31	$373,712
Total plan assets at end of year	2016-12-31	$692,738
Total plan assets at beginning of year	2016-12-31	$956,485
Value of fidelity bond covering the plan	2016-12-31	$20,000
Other income received	2016-12-31	$80,563
Net income (gross income less expenses)	2016-12-31	$-263,747
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$692,738
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$956,485
Total contributions received or receivable from employer(s)	2016-12-31	$29,402
2015 : PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$59,170
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$956,485
Total plan assets at beginning of year	2015-12-31	$897,315
Value of fidelity bond covering the plan	2015-12-31	$20,000
Other income received	2015-12-31	$25,263
Net income (gross income less expenses)	2015-12-31	$59,170
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$956,485
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$897,315
Total contributions received or receivable from employer(s)	2015-12-31	$33,907
2014 : PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$114,492
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$956,831
Total plan assets at beginning of year	2014-12-31	$842,339
Value of fidelity bond covering the plan	2014-12-31	$20,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$84,733
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$114,492
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$956,831
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$842,339
Total contributions received or receivable from employer(s)	2014-12-31	$29,759
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$244,368
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$842,339
Total plan assets at beginning of year	2013-12-31	$597,971
Value of fidelity bond covering the plan	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$186,781
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$244,368
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$842,339
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$597,971
Total contributions received or receivable from employer(s)	2013-12-31	$57,587
2012 : PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$12,229
Total plan assets at end of year	2012-12-31	$597,971
Total plan assets at beginning of year	2012-12-31	$520,732
Value of fidelity bond covering the plan	2012-12-31	$20,000
Other income received	2012-12-31	$12,229
Net income (gross income less expenses)	2012-12-31	$12,229
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$597,971
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$520,732
Total contributions received or receivable from employer(s)	2012-12-31	$0
2011 : PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$32,866
Total plan assets at end of year	2011-12-31	$520,732
Total plan assets at beginning of year	2011-12-31	$509,968
Value of fidelity bond covering the plan	2011-12-31	$20,000
Other income received	2011-12-31	$7,231
Net income (gross income less expenses)	2011-12-31	$32,866
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$520,732
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$509,968
Total contributions received or receivable from employer(s)	2011-12-31	$25,635
2010 : PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$28,326
Total plan assets at end of year	2010-12-31	$509,968
Total plan assets at beginning of year	2010-12-31	$428,814
Value of fidelity bond covering the plan	2010-12-31	$20,000
Other income received	2010-12-31	$3,938
Net income (gross income less expenses)	2010-12-31	$28,326
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$509,968
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$428,814
Total contributions received or receivable from employer(s)	2010-12-31	$24,388

Form 5500 Responses for PROFIT SHARING PLAN

2017: PROFIT SHARING 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	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PROFIT SHARING 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING 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: PROFIT SHARING 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: PROFIT SHARING 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: PROFIT SHARING 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: PROFIT SHARING 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
2010: PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: 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:	INSITE SOFTWARE INC
Employer identification number (EIN):	161332881
NAIC Classification:	339900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1988-08-09
Company Identification Number:	1283238
Legal Registered Office Address:	20 Wildbriar Road, Suite C Monroe Rochester United States of America (USA) 14623