EPICOR SOFTWARE CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EPICOR SOFTWARE 401 K SAVINGS PLAN
Measure | Date | Value |
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2011: EPICOR SOFTWARE 401 K SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1,418 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 873 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 386 |
Total of all active and inactive participants | 2011-01-01 | 1,259 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 1,262 |
Number of participants with account balances | 2011-01-01 | 1,284 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 32 |
2010: EPICOR SOFTWARE 401 K SAVINGS PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 1,422 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 977 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 437 |
Total of all active and inactive participants | 2010-01-01 | 1,417 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 1,418 |
Number of participants with account balances | 2010-01-01 | 1,179 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 21 |
2009: EPICOR SOFTWARE 401 K SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1,452 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 978 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 440 |
Total of all active and inactive participants | 2009-01-01 | 1,421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1,422 |
Number of participants with account balances | 2009-01-01 | 1,211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 31 |
Measure | Date | Value |
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2011 : EPICOR SOFTWARE 401 K SAVINGS PLAN 2011 401k financial data |
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Total transfer of assets to this plan | 2011-12-31 | $8,603,674 |
Total income from all sources (including contributions) | 2011-12-31 | $4,979,855 |
Total of all expenses incurred | 2011-12-31 | $9,678,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $9,579,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $7,987,042 |
Value of total assets at end of year | 2011-12-31 | $89,486,908 |
Value of total assets at beginning of year | 2011-12-31 | $85,581,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $98,644 |
Total interest from all sources | 2011-12-31 | $64,698 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,371,651 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,371,651 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $6,116,287 |
Participant contributions at end of year | 2011-12-31 | $1,572,138 |
Participant contributions at beginning of year | 2011-12-31 | $1,476,657 |
Participant contributions at end of year | 2011-12-31 | $236,845 |
Participant contributions at beginning of year | 2011-12-31 | $127,421 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $524,840 |
Administrative expenses (other) incurred | 2011-12-31 | $98,644 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-4,698,536 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $89,486,908 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $85,581,770 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $78,162,935 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $75,537,254 |
Interest on participant loans | 2011-12-31 | $64,698 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $9,456,846 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $8,411,094 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-5,443,536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,345,915 |
Employer contributions (assets) at end of year | 2011-12-31 | $58,144 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $29,344 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $9,579,747 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ALEXANDER & LIEVENS PC |
Accountancy firm EIN | 2011-12-31 | 742943125 |
2010 : EPICOR SOFTWARE 401 K SAVINGS PLAN 2010 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $17,293,024 |
Total of all expenses incurred | 2010-12-31 | $5,376,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,327,537 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $-646 |
Value of total corrective distributions | 2010-12-31 | $2,128 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,870,574 |
Value of total assets at end of year | 2010-12-31 | $85,581,770 |
Value of total assets at beginning of year | 2010-12-31 | $73,665,118 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $47,353 |
Total interest from all sources | 2010-12-31 | $75,516 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,116,513 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,116,513 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $5,519,557 |
Participant contributions at end of year | 2010-12-31 | $1,476,657 |
Participant contributions at beginning of year | 2010-12-31 | $1,319,828 |
Participant contributions at end of year | 2010-12-31 | $127,421 |
Participant contributions at beginning of year | 2010-12-31 | $28,242 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $150,416 |
Administrative expenses (other) incurred | 2010-12-31 | $47,353 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $11,916,652 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $85,581,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $73,665,118 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $75,537,254 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $64,441,675 |
Interest on participant loans | 2010-12-31 | $75,516 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $8,411,094 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $7,867,387 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $8,942,325 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $288,096 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,200,601 |
Employer contributions (assets) at end of year | 2010-12-31 | $29,344 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $7,986 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,327,537 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2010-12-31 | 953288054 |
2009 : EPICOR SOFTWARE 401 K SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |