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SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN
Plan identification number 003

SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

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

Company Name:SOFTWARE ENGINEERING PROFESSIONALS, INC.
Employer identification number (EIN):351740069
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01TRACI DOSSETT
0032016-01-01TRACI DOSSETT2017-07-10
0032015-01-01TRACI DOSSETT2016-05-19
0032014-01-01TRACI DOSSETT2015-06-02
0032013-01-01TRACI DOSSETT2014-08-28
0032012-01-01TRACI DOSSETT2013-04-24 TRACI DOSSETT2013-04-24
0032011-01-01TRACI DOSSETT2012-05-09 TRACI DOSSETT2012-05-09
0032010-01-01TRACI DOSSETT2011-07-01 TRACI DOSSETT2011-07-01

Plan Statistics for SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01139
Total number of active participants reported on line 7a of the Form 55002022-01-01144
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01153
Number of participants with account balances2022-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01172
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01170
Number of participants with account balances2021-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01160
Total number of active participants reported on line 7a of the Form 55002020-01-01136
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01166
Number of participants with account balances2020-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01143
Total number of active participants reported on line 7a of the Form 55002019-01-01136
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01158
Number of participants with account balances2019-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01136
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01143
Number of participants with account balances2018-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01124
Total number of active participants reported on line 7a of the Form 55002017-01-01116
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01133
Number of participants with account balances2017-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011

Financial Data on SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-3,175,217
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$442,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$408,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,041,038
Value of total assets at end of year2022-12-31$23,444,283
Value of total assets at beginning of year2022-12-31$27,062,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,759
Total interest from all sources2022-12-31$3,882
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,696,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,696,353
Administrative expenses professional fees incurred2022-12-31$19,334
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,475,560
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$149,305
Assets. Loans (other than to participants) at end of year2022-12-31$100,722
Assets. Loans (other than to participants) at beginning of year2022-12-31$89,519
Other income not declared elsewhere2022-12-31$38,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,618,216
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,444,283
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,062,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,142,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,930,577
Interest on participant loans2022-12-31$3,882
Value of interest in common/collective trusts at end of year2022-12-31$1,034,864
Value of interest in common/collective trusts at beginning of year2022-12-31$898,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$166,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$135,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$135,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,976,370
Net investment gain or loss from common/collective trusts2022-12-31$21,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$416,173
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$8,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$408,240
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2022-12-31201717681
2021 : SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$5,592,185
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,103,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,079,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,007,877
Value of total assets at end of year2021-12-31$27,062,499
Value of total assets at beginning of year2021-12-31$22,573,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,753
Total interest from all sources2021-12-31$4,244
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,847,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,847,326
Administrative expenses professional fees incurred2021-12-31$10,810
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,302,165
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$92,169
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$309,800
Assets. Loans (other than to participants) at end of year2021-12-31$89,519
Assets. Loans (other than to participants) at beginning of year2021-12-31$114,321
Other income not declared elsewhere2021-12-31$32,878
Administrative expenses (other) incurred2021-12-31$12,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,489,105
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,062,499
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,573,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,930,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,609,567
Interest on participant loans2021-12-31$4,244
Value of interest in common/collective trusts at end of year2021-12-31$898,122
Value of interest in common/collective trusts at beginning of year2021-12-31$727,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$135,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,672,820
Net investment gain or loss from common/collective trusts2021-12-31$27,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$395,912
Employer contributions (assets) at end of year2021-12-31$8,948
Employer contributions (assets) at beginning of year2021-12-31$29,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,079,327
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2021-12-31201717681
2020 : SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$5,355,217
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$261,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$236,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,533,369
Value of total assets at end of year2020-12-31$22,573,394
Value of total assets at beginning of year2020-12-31$17,479,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,778
Total interest from all sources2020-12-31$5,154
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,305,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,305,865
Administrative expenses professional fees incurred2020-12-31$3,955
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,126,744
Participant contributions at end of year2020-12-31$92,169
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,373
Assets. Loans (other than to participants) at end of year2020-12-31$114,321
Assets. Loans (other than to participants) at beginning of year2020-12-31$83,621
Other income not declared elsewhere2020-12-31$18,552
Administrative expenses (other) incurred2020-12-31$15,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,093,916
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,573,394
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,479,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,609,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,866,215
Interest on participant loans2020-12-31$5,154
Value of interest in common/collective trusts at end of year2020-12-31$727,971
Value of interest in common/collective trusts at beginning of year2020-12-31$428,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$101,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$101,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,465,858
Net investment gain or loss from common/collective trusts2020-12-31$26,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$405,252
Employer contributions (assets) at end of year2020-12-31$29,177
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$236,523
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2020-12-31201717681
2019 : SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$4,833,367
Total income from all sources (including contributions)2019-12-31$4,833,367
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$943,650
Total of all expenses incurred2019-12-31$943,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$923,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$923,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,413,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,413,051
Value of total assets at end of year2019-12-31$17,479,478
Value of total assets at end of year2019-12-31$17,479,478
Value of total assets at beginning of year2019-12-31$13,589,761
Value of total assets at beginning of year2019-12-31$13,589,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,626
Total interest from all sources2019-12-31$3,967
Total interest from all sources2019-12-31$3,967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,198,585
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,198,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,198,585
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,198,585
Administrative expenses professional fees incurred2019-12-31$2,500
Administrative expenses professional fees incurred2019-12-31$2,500
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,034,625
Contributions received from participants2019-12-31$1,034,625
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,020
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,020
Assets. Loans (other than to participants) at end of year2019-12-31$83,621
Assets. Loans (other than to participants) at end of year2019-12-31$83,621
Assets. Loans (other than to participants) at beginning of year2019-12-31$85,381
Assets. Loans (other than to participants) at beginning of year2019-12-31$85,381
Other income not declared elsewhere2019-12-31$21,960
Other income not declared elsewhere2019-12-31$21,960
Administrative expenses (other) incurred2019-12-31$11,973
Administrative expenses (other) incurred2019-12-31$11,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,889,717
Value of net income/loss2019-12-31$3,889,717
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,479,478
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,479,478
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,589,761
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,589,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,153
Investment advisory and management fees2019-12-31$6,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,866,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,866,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,763,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,763,998
Interest on participant loans2019-12-31$3,967
Interest on participant loans2019-12-31$3,967
Value of interest in common/collective trusts at end of year2019-12-31$428,083
Value of interest in common/collective trusts at end of year2019-12-31$428,083
Value of interest in common/collective trusts at beginning of year2019-12-31$644,341
Value of interest in common/collective trusts at beginning of year2019-12-31$644,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$101,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$101,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$96,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$96,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$96,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$96,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,181,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,181,721
Net investment gain or loss from common/collective trusts2019-12-31$14,083
Net investment gain or loss from common/collective trusts2019-12-31$14,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$343,406
Contributions received in cash from employer2019-12-31$343,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$923,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$923,024
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SOMERSET CPAS, P.C.
Accountancy firm name2019-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2019-12-31201717681
Accountancy firm EIN2019-12-31201717681
2018 : SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$231,552
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$102,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$82,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,267,756
Value of total assets at end of year2018-12-31$13,589,761
Value of total assets at beginning of year2018-12-31$13,460,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,992
Total interest from all sources2018-12-31$4,854
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$786,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$786,927
Administrative expenses professional fees incurred2018-12-31$5,603
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$932,648
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$65,147
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,086
Assets. Loans (other than to participants) at end of year2018-12-31$85,381
Assets. Loans (other than to participants) at beginning of year2018-12-31$115,711
Other income not declared elsewhere2018-12-31$23,821
Administrative expenses (other) incurred2018-12-31$11,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$129,366
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,589,761
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,460,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,763,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,654,178
Interest on participant loans2018-12-31$4,854
Value of interest in common/collective trusts at end of year2018-12-31$644,341
Value of interest in common/collective trusts at beginning of year2018-12-31$601,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$96,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,863,115
Net investment gain or loss from common/collective trusts2018-12-31$11,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$312,022
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$23,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$82,194
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2018-12-31201717681
2017 : SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$3,423,661
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$49,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$34,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,074,856
Value of total assets at end of year2017-12-31$13,460,395
Value of total assets at beginning of year2017-12-31$10,086,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,270
Total interest from all sources2017-12-31$4,813
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$683,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$683,313
Administrative expenses professional fees incurred2017-12-31$4,502
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$810,287
Participant contributions at end of year2017-12-31$65,147
Participant contributions at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$115,711
Assets. Loans (other than to participants) at beginning of year2017-12-31$105,046
Other income not declared elsewhere2017-12-31$22,778
Administrative expenses (other) incurred2017-12-31$10,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,373,943
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,460,395
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,086,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,654,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,498,936
Interest on participant loans2017-12-31$4,813
Value of interest in common/collective trusts at end of year2017-12-31$601,464
Value of interest in common/collective trusts at beginning of year2017-12-31$403,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$79,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$79,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,631,782
Net investment gain or loss from common/collective trusts2017-12-31$6,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$264,569
Employer contributions (assets) at end of year2017-12-31$23,662
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$34,448
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2017-12-31201717681

Form 5500 Responses for SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN

2022: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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