401k Plan data: LUCID SOFTWARE INC. 401(K) PLAN plan

LUCID SOFTWARE INC. 401(K) PLAN 401k Plan overview

Plan Name	LUCID SOFTWARE INC. 401(K) PLAN
Plan identification number	001

LUCID SOFTWARE INC. 401(K) 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.
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

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

Company Name: LUCID SOFTWARE INC.

Employer identification number (EIN): 264737100

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUCID SOFTWARE INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KAT JUDD 2023-07-16
001 2021-01-01 KAT JUDD 2022-07-24
001 2020-01-01 KAT JUDD 2021-08-19
001 2019-01-01 KAT JUDD 2020-09-28
001 2018-01-01
001 2017-01-01 BRITTANY CALL
001 2017-01-01 BRITTANY CALL
001 2016-01-01 ALYSSA NANNETTI 2017-07-19
001 2016-01-01 BRITTANY CALL 2018-12-06
001 2015-01-01 KATHLEEN LEACH 2016-07-20
001 2014-01-01 JORDAN BAUER 2015-09-29
001 2013-01-01 JONATHAN BECK 2014-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KAT JUDD	2023-07-16
001	2021-01-01	KAT JUDD	2022-07-24
001	2020-01-01	KAT JUDD	2021-08-19
001	2019-01-01	KAT JUDD	2020-09-28
001	2018-01-01
001	2017-01-01	BRITTANY CALL
001	2017-01-01	BRITTANY CALL
001	2016-01-01	ALYSSA NANNETTI	2017-07-19
001	2016-01-01	BRITTANY CALL	2018-12-06
001	2015-01-01	KATHLEEN LEACH	2016-07-20
001	2014-01-01	JORDAN BAUER	2015-09-29
001	2013-01-01	JONATHAN BECK	2014-07-21

Plan Statistics for LUCID SOFTWARE INC. 401(K) PLAN

401k plan membership statisitcs for LUCID SOFTWARE INC. 401(K) PLAN

Measure Date Value
2022: LUCID SOFTWARE INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,073
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 956
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 318
Total of all active and inactive participants 2022-01-01 1,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,274
Number of participants with account balances 2022-01-01 1,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LUCID SOFTWARE INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 842
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 754
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 294
Total of all active and inactive participants 2021-01-01 1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,048
Number of participants with account balances 2021-01-01 1,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LUCID SOFTWARE INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 682
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 604
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 231
Total of all active and inactive participants 2020-01-01 835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 835
Number of participants with account balances 2020-01-01 808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LUCID SOFTWARE INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 500
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 543
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 128
Total of all active and inactive participants 2019-01-01 671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 671
Number of participants with account balances 2019-01-01 634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LUCID SOFTWARE INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 385
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 93
Total of all active and inactive participants 2018-01-01 486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 486
Number of participants with account balances 2018-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LUCID SOFTWARE INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 268
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 58
Total of all active and inactive participants 2017-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 327
Number of participants with account balances 2017-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: LUCID SOFTWARE INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,073
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	956
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	318
Total of all active and inactive participants	2022-01-01	1,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,274
Number of participants with account balances	2022-01-01	1,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LUCID SOFTWARE INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	842
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	754
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	294
Total of all active and inactive participants	2021-01-01	1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,048
Number of participants with account balances	2021-01-01	1,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LUCID SOFTWARE INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	682
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	604
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	231
Total of all active and inactive participants	2020-01-01	835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	835
Number of participants with account balances	2020-01-01	808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LUCID SOFTWARE INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	500
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	543
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	128
Total of all active and inactive participants	2019-01-01	671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	671
Number of participants with account balances	2019-01-01	634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LUCID SOFTWARE INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	385
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	93
Total of all active and inactive participants	2018-01-01	486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	486
Number of participants with account balances	2018-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LUCID SOFTWARE INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	268
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	58
Total of all active and inactive participants	2017-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	327
Number of participants with account balances	2017-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on LUCID SOFTWARE INC. 401(K) PLAN

Measure	Date	Value
2022 : LUCID SOFTWARE INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$7,963,339
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,177,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,002,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$15,159,413
Value of total assets at end of year	2022-12-31	$43,136,697
Value of total assets at beginning of year	2022-12-31	$38,350,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$174,951
Total interest from all sources	2022-12-31	$27,996
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$789,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$789,567
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$8,617,155
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,651,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$4,786,109
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$43,136,697
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$38,350,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$40,397,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$36,216,306
Interest earned on other investments	2022-12-31	$27,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,527,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,948,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,013,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,890,559
Employer contributions (assets) at end of year	2022-12-31	$211,238
Employer contributions (assets) at beginning of year	2022-12-31	$185,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,002,279
Contract administrator fees	2022-12-31	$174,951
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILY LLP
Accountancy firm EIN	2022-12-31	450250958
2021 : LUCID SOFTWARE INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$16,324,402
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,380,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,244,616
Value of total corrective distributions	2021-12-31	$5,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$11,257,034
Value of total assets at end of year	2021-12-31	$38,350,588
Value of total assets at beginning of year	2021-12-31	$24,407,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$130,851
Total interest from all sources	2021-12-31	$19,807
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$716,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$716,228
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$6,276,813
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,426,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$13,943,466
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$38,350,588
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,407,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$36,216,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$23,128,931
Interest earned on other investments	2021-12-31	$19,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,948,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,194,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,331,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,553,731
Employer contributions (assets) at end of year	2021-12-31	$185,784
Employer contributions (assets) at beginning of year	2021-12-31	$83,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,244,616
Contract administrator fees	2021-12-31	$130,851
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILY LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : LUCID SOFTWARE INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$10,831,087
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,394,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,312,583
Value of total corrective distributions	2020-12-31	$5,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,264,323
Value of total assets at end of year	2020-12-31	$24,407,122
Value of total assets at beginning of year	2020-12-31	$14,970,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$76,950
Total interest from all sources	2020-12-31	$14,908
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$372,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$372,290
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,425,152
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$270,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$9,436,449
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,407,122
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,970,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$23,128,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,123,647
Interest earned on other investments	2020-12-31	$14,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,194,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$784,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,179,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,568,322
Employer contributions (assets) at end of year	2020-12-31	$83,953
Employer contributions (assets) at beginning of year	2020-12-31	$62,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,312,583
Contract administrator fees	2020-12-31	$76,950
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	EIDE BAILY LLP
Accountancy firm EIN	2020-12-31	450250958
2019 : LUCID SOFTWARE INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$8,320,525
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$811,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$779,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,958,561
Value of total assets at end of year	2019-12-31	$14,970,673
Value of total assets at beginning of year	2019-12-31	$7,461,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,033
Total interest from all sources	2019-12-31	$8,341
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$321,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$321,515
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,303,843
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$651,352
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$177,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,508,798
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,970,673
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,461,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,123,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,218,147
Interest earned on other investments	2019-12-31	$7,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$65,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$65,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$784,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,032,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,003,366
Employer contributions (assets) at end of year	2019-12-31	$62,350
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$779,694
Contract administrator fees	2019-12-31	$32,033
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	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2019-12-31	450250958
2018 : LUCID SOFTWARE INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,279,524
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$642,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$641,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,780,053
Value of total assets at end of year	2018-12-31	$7,461,875
Value of total assets at beginning of year	2018-12-31	$4,825,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,393
Total interest from all sources	2018-12-31	$302
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$140,929
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$140,929
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,936,722
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$667,327
Administrative expenses (other) incurred	2018-12-31	$1,393
Total non interest bearing cash at end of year	2018-12-31	$177,729
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,636,750
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,461,875
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,825,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,218,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,710,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$65,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$12,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$12,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-641,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,176,004
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$102,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$641,381
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2018-12-31	450250958
2017 : LUCID SOFTWARE INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,879,929
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$246,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$245,941
Value of total corrective distributions	2017-12-31	$501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,241,232
Value of total assets at end of year	2017-12-31	$4,722,142
Value of total assets at beginning of year	2017-12-31	$2,089,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$500
Total interest from all sources	2017-12-31	$87
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$73,372
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$73,372
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$200,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,103,497
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$101,329
Administrative expenses (other) incurred	2017-12-31	$500
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,632,987
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,722,142
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,089,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,710,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,083,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$12,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$5,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$5,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$565,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,036,406
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$245,941
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TANNER LLC
Accountancy firm EIN	2017-12-31	202253063

Form 5500 Responses for LUCID SOFTWARE INC. 401(K) PLAN

2022: LUCID SOFTWARE INC. 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LUCID SOFTWARE INC. 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LUCID SOFTWARE INC. 401(K) 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LUCID SOFTWARE INC. 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LUCID SOFTWARE INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LUCID SOFTWARE INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813057

Policy instance

Insurance contract or identification number	813057
Number of Individuals Covered	1274
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813057

Policy instance

Insurance contract or identification number	813057
Number of Individuals Covered	1048
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813057

Policy instance

Insurance contract or identification number	813057
Number of Individuals Covered	835
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813057

Policy instance

Insurance contract or identification number	813057
Number of Individuals Covered	671
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LUCID SOFTWARE INC.
Employer identification number (EIN):	264737100
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services