401k Plan data: ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN plan

ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan Name	ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN
Plan identification number	002

ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

ACTIVANT SOLUTIONS INC has sponsored the creation of one or more 401k plans.

Company Name: ACTIVANT SOLUTIONS INC

Employer identification number (EIN): 942160013

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Additional information about ACTIVANT SOLUTIONS INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 726486

More information about ACTIVANT SOLUTIONS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 RICHARD RUSSO
002 2011-01-01 RICK RUSSO
002 2009-01-01 STEPHEN NASH

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	RICHARD RUSSO
002	2011-01-01	RICK RUSSO
002	2009-01-01	STEPHEN NASH

Plan Statistics for ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN

Measure Date Value
2012: ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,792
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
2011: ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,110
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,474
Number of other retired or separated participants entitled to future benefits 2011-01-01 312
Total of all active and inactive participants 2011-01-01 1,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 6
Total participants 2011-01-01 1,792
Number of participants with account balances 2011-01-01 1,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2009: ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,356
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,678
Number of retired or separated participants receiving benefits 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 576
Total of all active and inactive participants 2009-01-01 2,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 2,261
Number of participants with account balances 2009-01-01 1,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 33

Measure	Date	Value
2012: ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,792
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
2011: ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,110
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,474
Number of other retired or separated participants entitled to future benefits	2011-01-01	312
Total of all active and inactive participants	2011-01-01	1,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	6
Total participants	2011-01-01	1,792
Number of participants with account balances	2011-01-01	1,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2009: ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,356
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,678
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	576
Total of all active and inactive participants	2009-01-01	2,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	2,261
Number of participants with account balances	2009-01-01	1,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	33

Financial Data on ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN

Measure	Date	Value
2012 : ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-06-01	$152,737,095
Total income from all sources (including contributions)	2012-06-01	$9,303,613
Total of all expenses incurred	2012-06-01	$7,682,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-01	$7,669,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-01	$5,895,257
Value of total assets at beginning of year	2012-06-01	$151,115,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-01	$12,869
Total interest from all sources	2012-06-01	$93,310
Total dividends received (eg from common stock, registered investment company shares)	2012-06-01	$602,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-01	$602,120
Was this plan covered by a fidelity bond	2012-06-01	Yes
Value of fidelity bond cover	2012-06-01	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-06-01	No
Contributions received from participants	2012-06-01	$4,579,866
Participant contributions at beginning of year	2012-06-01	$4,451,950
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-01	$187,465
Administrative expenses (other) incurred	2012-06-01	$12,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-01	No
Value of net income/loss	2012-06-01	$1,621,101
Value of net assets at beginning of year (total assets less liabilities)	2012-06-01	$151,115,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-01	No
Were any leases to which the plan was party in default or uncollectible	2012-06-01	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-01	$124,219,906
Interest on participant loans	2012-06-01	$92,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-01	$22,444,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-01	$22,444,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-01	$921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-01	$2,712,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-01	No
Was there a failure to transmit to the plan any participant contributions	2012-06-01	No
Has the plan failed to provide any benefit when due under the plan	2012-06-01	No
Contributions received in cash from employer	2012-06-01	$1,127,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-01	$7,669,643
Did the plan have assets held for investment	2012-06-01	No
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	2012-06-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-01	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-01	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-01	Disclaimer
Accountancy firm name	2012-06-01	ALEXANDER & LIEVENS, PC
Accountancy firm EIN	2012-06-01	742943125
2011 : ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$10,000,105
Total of all expenses incurred	2011-12-31	$7,763,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,705,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$12,079,590
Value of total assets at end of year	2011-12-31	$151,115,994
Value of total assets at beginning of year	2011-12-31	$148,878,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$57,161
Total interest from all sources	2011-12-31	$206,118
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,608,487
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	$3,608,487
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$9,159,709
Participant contributions at end of year	2011-12-31	$4,451,950
Participant contributions at beginning of year	2011-12-31	$4,354,805
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$411,423
Administrative expenses (other) incurred	2011-12-31	$57,161
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	$2,237,033
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$151,115,994
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$148,878,961
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	$124,219,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$122,513,935
Interest on participant loans	2011-12-31	$203,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$22,444,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$22,010,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$22,010,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-5,894,090
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	$2,508,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,705,911
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
2010 : ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$28,675,785
Total of all expenses incurred	2010-12-31	$14,280,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$14,259,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$11,906,643
Value of total assets at end of year	2010-12-31	$148,878,961
Value of total assets at beginning of year	2010-12-31	$134,483,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$21,292
Total interest from all sources	2010-12-31	$241,283
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,700,868
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	$1,700,868
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$9,063,676
Participant contributions at end of year	2010-12-31	$4,354,805
Participant contributions at beginning of year	2010-12-31	$4,264,193
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$325,850
Administrative expenses (other) incurred	2010-12-31	$21,292
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	$14,395,301
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$148,878,961
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$134,483,660
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	$122,513,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$104,812,851
Interest on participant loans	2010-12-31	$236,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$22,010,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$25,406,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$25,406,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$4,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$14,826,991
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	$2,517,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$14,259,192
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	ALEXANDER & LIEVENS PC
Accountancy firm EIN	2010-12-31	742943125

Form 5500 Responses for ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN

2012: ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT 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	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ACTIVANT SOLUTIONS INC. SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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ACTIVANT SOLUTIONS INC SEVERANCE PLAN [EIN = 451478440]

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Company Name:	ACTIVANT SOLUTIONS INC
Employer identification number (EIN):	942160013
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	726486