401k Plan data: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name: SOUTHERN SOFTWARE, INC.

Employer identification number (EIN): 561648911

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JOHN ROSCOE 2023-08-28
002 2021-01-01 JOHN ROSCOE 2022-08-12
002 2020-01-01 JOHN ROSCOE 2021-07-27
002 2019-01-01 JOHN ROSCOE 2020-09-28
002 2018-01-01 JOHN
002 2017-01-01 JOHN ROSCOE
002 2016-01-01 JOHN ROSCOE
002 2015-01-01 JOHN ROSCOE
002 2014-01-01 JOHN ROSCOE JOHN ROSCOE 2015-07-17
002 2013-01-01 JOHN ROSCOE JOHN ROSCOE 2014-06-25
002 2012-01-01 JOHN ROSCOE JOHN ROSCOE 2013-07-25
002 2011-01-01 JOHN ROSCOE
002 2009-01-01 JOHN ROSCOE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JOHN ROSCOE	2023-08-28
002	2021-01-01	JOHN ROSCOE	2022-08-12
002	2020-01-01	JOHN ROSCOE	2021-07-27
002	2019-01-01	JOHN ROSCOE	2020-09-28
002	2018-01-01	JOHN
002	2017-01-01	JOHN ROSCOE
002	2016-01-01	JOHN ROSCOE
002	2015-01-01	JOHN ROSCOE
002	2014-01-01	JOHN ROSCOE		JOHN ROSCOE	2015-07-17
002	2013-01-01	JOHN ROSCOE		JOHN ROSCOE	2014-06-25
002	2012-01-01	JOHN ROSCOE		JOHN ROSCOE	2013-07-25
002	2011-01-01	JOHN ROSCOE
002	2009-01-01	JOHN ROSCOE

Plan Statistics for THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 82
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 97
Number of participants with account balances 2022-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 84
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 95
Number of participants with account balances 2021-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 78
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 91
Number of participants with account balances 2020-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 75
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 93
Number of participants with account balances 2019-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 77
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 25
Total of all active and inactive participants 2018-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 103
Number of participants with account balances 2018-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 83
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 102
Number of participants with account balances 2017-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 76
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 97
Number of participants with account balances 2016-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 68
Number of retired or separated participants receiving benefits 2015-01-01 12
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 93
Number of participants with account balances 2015-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 68
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 24
Total of all active and inactive participants 2014-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 92
Number of participants with account balances 2014-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 67
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 20
Total of all active and inactive participants 2013-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 87
Number of participants with account balances 2013-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 59
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 19
Total of all active and inactive participants 2012-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 78
Number of participants with account balances 2012-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 54
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 15
Total of all active and inactive participants 2011-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 69
Number of participants with account balances 2011-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 49
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 5
Total of all active and inactive participants 2009-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 54
Number of participants with account balances 2009-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	82
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	97
Number of participants with account balances	2022-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	84
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	95
Number of participants with account balances	2021-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	78
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	91
Number of participants with account balances	2020-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	75
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	93
Number of participants with account balances	2019-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	77
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	25
Total of all active and inactive participants	2018-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	103
Number of participants with account balances	2018-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	83
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	102
Number of participants with account balances	2017-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	76
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	97
Number of participants with account balances	2016-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	68
Number of retired or separated participants receiving benefits	2015-01-01	12
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	93
Number of participants with account balances	2015-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	68
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	24
Total of all active and inactive participants	2014-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	92
Number of participants with account balances	2014-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	67
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	20
Total of all active and inactive participants	2013-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	87
Number of participants with account balances	2013-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	59
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	19
Total of all active and inactive participants	2012-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	78
Number of participants with account balances	2012-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	54
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	15
Total of all active and inactive participants	2011-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	69
Number of participants with account balances	2011-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	49
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	5
Total of all active and inactive participants	2009-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	54
Number of participants with account balances	2009-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$961,809
Total plan liabilities at beginning of year	2022-12-31	$1,361,809
Total income from all sources	2022-12-31	$3,157,460
Expenses. Total of all expenses incurred	2022-12-31	$1,141,660
Benefits paid (including direct rollovers)	2022-12-31	$1,083,783
Total plan assets at end of year	2022-12-31	$21,598,200
Total plan assets at beginning of year	2022-12-31	$19,982,400
Value of fidelity bond covering the plan	2022-12-31	$1,400,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$57,877
Other income received	2022-12-31	$2,699,583
Net income (gross income less expenses)	2022-12-31	$2,015,800
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$20,636,391
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$18,620,591
Assets. Value of employer securities	2022-12-31	$21,598,200
Total contributions received or receivable from employer(s)	2022-12-31	$457,877
2021 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$1,361,809
Total plan liabilities at beginning of year	2021-12-31	$1,861,809
Total income from all sources	2021-12-31	$-2,905,413
Expenses. Total of all expenses incurred	2021-12-31	$1,066,987
Benefits paid (including direct rollovers)	2021-12-31	$987,860
Total plan assets at end of year	2021-12-31	$19,982,400
Total plan assets at beginning of year	2021-12-31	$24,454,800
Value of fidelity bond covering the plan	2021-12-31	$2,000,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$79,127
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$-3,978,470
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-3,972,400
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$18,620,591
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$22,592,991
Assets. Value of employer securities	2021-12-31	$19,982,400
Total contributions received or receivable from employer(s)	2021-12-31	$1,073,057
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$1,861,809
Total plan liabilities at beginning of year	2020-12-31	$2,361,809
Total income from all sources	2020-12-31	$4,598,396
Expenses. Total of all expenses incurred	2020-12-31	$346,596
Benefits paid (including direct rollovers)	2020-12-31	$210,420
Total plan assets at end of year	2020-12-31	$24,454,800
Total plan assets at beginning of year	2020-12-31	$20,703,000
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$136,176
Other income received	2020-12-31	$3,962,220
Net income (gross income less expenses)	2020-12-31	$4,251,800
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$22,592,991
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$18,341,191
Assets. Value of employer securities	2020-12-31	$24,454,800
Total contributions received or receivable from employer(s)	2020-12-31	$636,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$2,361,809
Total plan liabilities at beginning of year	2019-12-31	$2,756,809
Total income from all sources	2019-12-31	$4,828,784
Expenses. Total of all expenses incurred	2019-12-31	$1,130,794
Benefits paid (including direct rollovers)	2019-12-31	$992,954
Total plan assets at end of year	2019-12-31	$20,703,000
Total plan assets at beginning of year	2019-12-31	$17,400,010
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$137,840
Other income received	2019-12-31	$4,047,705
Net income (gross income less expenses)	2019-12-31	$3,697,990
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$18,341,191
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$14,643,201
Assets. Value of employer securities	2019-12-31	$20,703,000
Total contributions received or receivable from employer(s)	2019-12-31	$781,079
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$2,756,809
Total plan liabilities at beginning of year	2018-12-31	$3,156,809
Total income from all sources	2018-12-31	$343,272
Expenses. Total of all expenses incurred	2018-12-31	$393,112
Benefits paid (including direct rollovers)	2018-12-31	$393,112
Total plan assets at end of year	2018-12-31	$17,400,010
Total plan assets at beginning of year	2018-12-31	$17,849,850
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-449,840
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-49,840
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$14,643,201
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$14,693,041
Assets. Value of employer securities	2018-12-31	$17,400,010
Total contributions received or receivable from employer(s)	2018-12-31	$793,112
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$3,156,809
Total plan liabilities at beginning of year	2017-12-31	$3,556,809
Total income from all sources	2017-12-31	$4,859,838
Expenses. Total of all expenses incurred	2017-12-31	$84,888
Benefits paid (including direct rollovers)	2017-12-31	$84,888
Total plan assets at end of year	2017-12-31	$17,849,850
Total plan assets at beginning of year	2017-12-31	$13,474,900
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$4,374,950
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$4,774,950
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$14,693,041
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,918,091
Assets. Value of employer securities	2017-12-31	$17,849,850
Total contributions received or receivable from employer(s)	2017-12-31	$484,888
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$3,556,809
Total plan liabilities at beginning of year	2016-12-31	$391,845
Total income from all sources	2016-12-31	$-2,309,148
Expenses. Total of all expenses incurred	2016-12-31	$1,076,644
Benefits paid (including direct rollovers)	2016-12-31	$1,076,644
Total plan assets at end of year	2016-12-31	$13,474,900
Total plan assets at beginning of year	2016-12-31	$13,695,728
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-2,734,148
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-3,385,792
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,918,091
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$13,303,883
Assets. Value of employer securities	2016-12-31	$13,474,900
Total contributions received or receivable from employer(s)	2016-12-31	$425,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$391,845
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$663,588
Expenses. Total of all expenses incurred	2015-12-31	$861,538
Benefits paid (including direct rollovers)	2015-12-31	$861,538
Total plan assets at end of year	2015-12-31	$13,695,728
Total plan assets at beginning of year	2015-12-31	$13,501,833
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$613,588
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-197,950
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$13,303,883
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$13,501,833
Assets. Value of employer securities	2015-12-31	$13,359,048
Total contributions received or receivable from employer(s)	2015-12-31	$50,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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	$251,127
Total income from all sources	2014-12-31	$1,394,316
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	$13,501,833
Total plan assets at beginning of year	2014-12-31	$12,358,644
Value of fidelity bond covering the plan	2014-12-31	$500,000
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	$1,144,316
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$1,394,316
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$13,501,833
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,107,517
Assets. Value of employer securities	2014-12-31	$13,082,050
Total contributions received or receivable from employer(s)	2014-12-31	$250,000
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 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$251,127
Total plan liabilities at beginning of year	2013-12-31	$1,261,287
Total income from all sources	2013-12-31	$-582,549
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$12,358,644
Total plan assets at beginning of year	2013-12-31	$13,951,353
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-982,549
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-582,549
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,107,517
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$12,690,066
Assets. Value of employer securities	2013-12-31	$12,358,644
Total contributions received or receivable from employer(s)	2013-12-31	$400,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$1,261,287
Total plan liabilities at beginning of year	2012-12-31	$2,668,960
Total income from all sources	2012-12-31	$2,734,026
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$13,951,353
Total plan assets at beginning of year	2012-12-31	$12,625,000
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$2,101,393
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$2,734,026
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$12,690,066
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,956,040
Assets. Value of employer securities	2012-12-31	$13,951,353
Total contributions received or receivable from employer(s)	2012-12-31	$632,633
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$2,668,960
Total plan liabilities at beginning of year	2011-12-31	$3,345,036
Total income from all sources	2011-12-31	$6,231,076
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$12,625,000
Total plan assets at beginning of year	2011-12-31	$7,070,000
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$5,555,000
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$6,231,076
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,956,040
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,724,964
Assets. Value of employer securities	2011-12-31	$12,625,000
Total contributions received or receivable from employer(s)	2011-12-31	$676,076
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$3,345,036
Total plan liabilities at beginning of year	2010-12-31	$3,968,779
Total income from all sources	2010-12-31	$-706,257
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$7,070,000
Total plan assets at beginning of year	2010-12-31	$8,400,000
Value of fidelity bond covering the plan	2010-12-31	$707,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$-1,330,000
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-706,257
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,724,964
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,431,221
Assets. Value of employer securities	2010-12-31	$7,070,000
Total contributions received or receivable from employer(s)	2010-12-31	$623,743
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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:	SOUTHERN SOFTWARE, INC.
Employer identification number (EIN):	561648911
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services