401k Plan data: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN plan

SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name: SOFTWARE ONE, INC.

Employer identification number (EIN): 391501504

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JANET SCHULTZ 2023-10-13
001 2021-01-01 PATTY RAVENCROFT 2022-10-12
001 2020-01-01 JANET L. SCHULTZ 2021-10-05 JANET L. SCHULTZ 2021-10-05
001 2019-01-01 PATTY RAVENCROFT 2020-09-08 PATTY RAVENCROFT 2020-09-08
001 2018-01-01 CARRIE A. KING 2019-07-31 CARRIE A. KING 2019-07-31
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CRAIG W. GADBERRY CRAIG W. GADBERRY 2013-10-15
001 2011-01-01 PATRICK WINTER
001 2010-01-01 PATRICK WINTER 2011-03-07
001 2007-01-01 PATRICK WINTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JANET SCHULTZ	2023-10-13
001	2021-01-01	PATTY RAVENCROFT	2022-10-12
001	2020-01-01	JANET L. SCHULTZ	2021-10-05	JANET L. SCHULTZ	2021-10-05
001	2019-01-01	PATTY RAVENCROFT	2020-09-08	PATTY RAVENCROFT	2020-09-08
001	2018-01-01	CARRIE A. KING	2019-07-31	CARRIE A. KING	2019-07-31
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CRAIG W. GADBERRY		CRAIG W. GADBERRY	2013-10-15
001	2011-01-01	PATRICK WINTER
001	2010-01-01	PATRICK WINTER	2011-03-07
001	2007-01-01	PATRICK WINTER

Plan Statistics for SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 578
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 374
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 166
Total of all active and inactive participants 2022-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 540
Number of participants with account balances 2022-01-01 479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 69
2021: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 481
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 453
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 121
Total of all active and inactive participants 2021-01-01 574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 574
Number of participants with account balances 2021-01-01 476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 52
2020: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 431
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 400
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 71
Total of all active and inactive participants 2020-01-01 471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 471
Number of participants with account balances 2020-01-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 356
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 65
Total of all active and inactive participants 2019-01-01 421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 421
Number of participants with account balances 2019-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 19
2018: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 324
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 78
Total of all active and inactive participants 2018-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 402
Number of participants with account balances 2018-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 28
2017: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 484
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 337
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 97
Total of all active and inactive participants 2017-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 434
Number of participants with account balances 2017-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 48
2016: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 401
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 80
Total of all active and inactive participants 2016-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 481
Number of participants with account balances 2016-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 43
2015: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 346
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 91
Total of all active and inactive participants 2015-01-01 437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 437
Number of participants with account balances 2015-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 28
2014: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 212
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 82
Total of all active and inactive participants 2014-01-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 294
Number of participants with account balances 2014-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 34
2013: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 196
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 66
Total of all active and inactive participants 2013-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 263
Number of participants with account balances 2013-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 37
2012: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 182
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 52
Total of all active and inactive participants 2012-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 234
Number of participants with account balances 2012-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 39
2011: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 114
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 24
Total of all active and inactive participants 2011-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 138
Number of participants with account balances 2011-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2007: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 42
Number of other retired or separated participants entitled to future benefits 2007-01-01 16
Total of all active and inactive participants 2007-01-01 58
Total participants 2007-01-01 58
Number of participants with account balances 2007-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 7

Measure	Date	Value
2022: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	578
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	374
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	166
Total of all active and inactive participants	2022-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	540
Number of participants with account balances	2022-01-01	479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	69
2021: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	481
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	453
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	121
Total of all active and inactive participants	2021-01-01	574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	574
Number of participants with account balances	2021-01-01	476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	52
2020: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	431
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	400
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	71
Total of all active and inactive participants	2020-01-01	471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	471
Number of participants with account balances	2020-01-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	356
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	65
Total of all active and inactive participants	2019-01-01	421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	421
Number of participants with account balances	2019-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	19
2018: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	324
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	78
Total of all active and inactive participants	2018-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	402
Number of participants with account balances	2018-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	28
2017: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	484
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	337
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	97
Total of all active and inactive participants	2017-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	434
Number of participants with account balances	2017-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	48
2016: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	401
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	80
Total of all active and inactive participants	2016-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	481
Number of participants with account balances	2016-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	43
2015: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	346
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	91
Total of all active and inactive participants	2015-01-01	437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	437
Number of participants with account balances	2015-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	28
2014: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	212
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	82
Total of all active and inactive participants	2014-01-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	294
Number of participants with account balances	2014-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	34
2013: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	196
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	66
Total of all active and inactive participants	2013-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	263
Number of participants with account balances	2013-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	37
2012: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	182
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	52
Total of all active and inactive participants	2012-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	234
Number of participants with account balances	2012-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	39
2011: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	114
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	24
Total of all active and inactive participants	2011-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	138
Number of participants with account balances	2011-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2007: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	42
Number of other retired or separated participants entitled to future benefits	2007-01-01	16
Total of all active and inactive participants	2007-01-01	58
Total participants	2007-01-01	58
Number of participants with account balances	2007-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	7

Financial Data on SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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	$-418,035
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,681,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,494,770
Expenses. Certain deemed distributions of participant loans	2022-12-31	$44,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,384,790
Value of total assets at end of year	2022-12-31	$33,296,624
Value of total assets at beginning of year	2022-12-31	$38,395,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$142,279
Total interest from all sources	2022-12-31	$28,384
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,155,480
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	$1,155,480
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$4,395,823
Participant contributions at end of year	2022-12-31	$347,777
Participant contributions at beginning of year	2022-12-31	$468,488
Participant contributions at end of year	2022-12-31	$5,946
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$230,380
Administrative expenses (other) incurred	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,099,338
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$33,296,624
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$38,395,962
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	$32,155,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$36,670,427
Income. Interest from loans (other than to participants)	2022-12-31	$21,030
Interest earned on other investments	2022-12-31	$7,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$786,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$864,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,986,689
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	Yes
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	$1,758,587
Employer contributions (assets) at beginning of year	2022-12-31	$392,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,494,770
Contract administrator fees	2022-12-31	$142,279
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	LUCIDA LLC
Accountancy firm EIN	2022-12-31	873817309
2021 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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	$10,634,206
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,489,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,344,438
Expenses. Certain deemed distributions of participant loans	2021-12-31	$245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,587,658
Value of total assets at end of year	2021-12-31	$38,395,962
Value of total assets at beginning of year	2021-12-31	$33,251,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$145,141
Total interest from all sources	2021-12-31	$31,476
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,325,400
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	$1,325,400
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,902,109
Participant contributions at end of year	2021-12-31	$468,488
Participant contributions at beginning of year	2021-12-31	$430,089
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$170,983
Administrative expenses (other) incurred	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$5,144,382
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$38,395,962
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$33,251,580
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	$36,670,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$31,528,005
Interest on participant loans	2021-12-31	$22,537
Interest earned on other investments	2021-12-31	$8,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$864,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$957,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,689,672
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	$1,514,566
Employer contributions (assets) at end of year	2021-12-31	$392,989
Employer contributions (assets) at beginning of year	2021-12-31	$336,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,344,438
Contract administrator fees	2021-12-31	$145,141
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	SITZBERGER & COMPANY LLC
Accountancy firm EIN	2021-12-31	873817309
2020 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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	$10,106,819
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,732,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,626,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,338,173
Value of total assets at end of year	2020-12-31	$33,251,580
Value of total assets at beginning of year	2020-12-31	$24,877,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$106,406
Total interest from all sources	2020-12-31	$27,202
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$906,675
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	$906,675
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,286,269
Participant contributions at end of year	2020-12-31	$430,089
Participant contributions at beginning of year	2020-12-31	$320,808
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$683,958
Other income not declared elsewhere	2020-12-31	$14
Administrative expenses (other) incurred	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$8,373,901
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$33,251,580
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,877,679
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	$31,528,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$23,824,347
Interest on participant loans	2020-12-31	$18,469
Interest earned on other investments	2020-12-31	$8,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$957,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$457,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,834,755
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	$1,367,946
Employer contributions (assets) at end of year	2020-12-31	$336,120
Employer contributions (assets) at beginning of year	2020-12-31	$274,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,626,512
Contract administrator fees	2020-12-31	$106,406
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	SITZBERGER & COMPANY, S.C.
Accountancy firm EIN	2020-12-31	391777761
2019 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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	$9,093,775
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,422,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,293,735
Expenses. Certain deemed distributions of participant loans	2019-12-31	$38,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,584,982
Value of total assets at end of year	2019-12-31	$24,877,679
Value of total assets at beginning of year	2019-12-31	$18,206,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,927
Total interest from all sources	2019-12-31	$21,558
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$734,449
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	$734,449
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	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,732,839
Participant contributions at end of year	2019-12-31	$320,808
Participant contributions at beginning of year	2019-12-31	$270,088
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$793,996
Administrative expenses (other) incurred	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$6,671,662
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,877,679
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,206,017
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	$23,824,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,529,851
Interest on participant loans	2019-12-31	$16,367
Interest earned on other investments	2019-12-31	$5,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$457,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$406,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,752,786
Net investment gain or loss from common/collective trusts	2019-12-31	$0
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	No
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	$1,058,147
Employer contributions (assets) at end of year	2019-12-31	$274,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,293,735
Contract administrator fees	2019-12-31	$89,927
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	SITZBERGER & COMPANY, S.C.
Accountancy firm EIN	2019-12-31	391777761
2018 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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	$2,191,167
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,873,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,774,767
Expenses. Certain deemed distributions of participant loans	2018-12-31	$15,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,475,139
Value of total assets at end of year	2018-12-31	$18,206,017
Value of total assets at beginning of year	2018-12-31	$17,888,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$83,734
Total interest from all sources	2018-12-31	$17,893
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$698,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$698,353
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,283,509
Participant contributions at end of year	2018-12-31	$270,088
Participant contributions at beginning of year	2018-12-31	$271,696
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$336,738
Administrative expenses (other) incurred	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	$317,631
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,206,017
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,888,386
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	$17,529,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,319,173
Interest on participant loans	2018-12-31	$14,152
Interest earned on other investments	2018-12-31	$3,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$406,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$297,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,000,218
Net investment gain or loss from common/collective trusts	2018-12-31	$0
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	$854,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,774,767
Contract administrator fees	2018-12-31	$83,734
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	SITZBERGER & COMPANY, S.C.
Accountancy firm EIN	2018-12-31	391777761
2017 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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	$6,239,236
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,882,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,812,592
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,305,572
Value of total assets at end of year	2017-12-31	$17,888,386
Value of total assets at beginning of year	2017-12-31	$13,531,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$68,413
Total interest from all sources	2017-12-31	$14,742
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$424,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$424,644
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,152,454
Participant contributions at end of year	2017-12-31	$271,696
Participant contributions at beginning of year	2017-12-31	$256,494
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$342,060
Administrative expenses (other) incurred	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	$4,356,812
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,888,386
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,531,574
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	$17,319,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,995,217
Interest on participant loans	2017-12-31	$11,521
Interest earned on other investments	2017-12-31	$3,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$297,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$279,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,494,278
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	$811,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,812,592
Contract administrator fees	2017-12-31	$68,413
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	SITZBERGER & COMPANY, S.C.
Accountancy firm EIN	2017-12-31	391777761
2016 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,091,647
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$858,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$827,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,256,107
Value of total assets at end of year	2016-12-31	$13,531,574
Value of total assets at beginning of year	2016-12-31	$10,298,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$31,228
Total interest from all sources	2016-12-31	$11,290
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$315,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$315,937
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,978,108
Participant contributions at end of year	2016-12-31	$256,494
Participant contributions at beginning of year	2016-12-31	$132,756
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$480,871
Administrative expenses (other) incurred	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$3,232,799
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,531,574
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,298,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$22,853
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$12,995,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,956,717
Interest on participant loans	2016-12-31	$7,429
Interest earned on other investments	2016-12-31	$3,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$279,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$209,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$508,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$797,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$827,620
Contract administrator fees	2016-12-31	$8,375
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SITZBERGER & COMPANY, S.C.
Accountancy firm EIN	2016-12-31	391777761
2015 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,328,916
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$611,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$564,322
Expenses. Certain deemed distributions of participant loans	2015-12-31	$40,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,428,803
Value of total assets at end of year	2015-12-31	$10,298,775
Value of total assets at beginning of year	2015-12-31	$8,581,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,659
Total interest from all sources	2015-12-31	$10,500
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$384,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$384,616
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,443,234
Participant contributions at end of year	2015-12-31	$132,756
Participant contributions at beginning of year	2015-12-31	$188,650
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$466,512
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$1,717,179
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,298,775
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,581,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$3,409
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,956,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,056,365
Interest on participant loans	2015-12-31	$5,927
Interest earned on other investments	2015-12-31	$4,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$209,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$336,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-495,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$519,057
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$564,322
Contract administrator fees	2015-12-31	$3,250
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SITZBERGER, HAU & COMPANY, S.C.
Accountancy firm EIN	2015-12-31	391777761
2014 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,167,306
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,311,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,304,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,619,675
Value of total assets at end of year	2014-12-31	$8,581,596
Value of total assets at beginning of year	2014-12-31	$7,725,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,313
Total interest from all sources	2014-12-31	$12,310
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$404,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$404,660
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,125,170
Participant contributions at end of year	2014-12-31	$188,650
Participant contributions at beginning of year	2014-12-31	$280,128
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$33,817
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$93,446
Administrative expenses (other) incurred	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$855,859
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,581,596
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,725,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$3,098
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,056,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,086,872
Interest on participant loans	2014-12-31	$8,797
Interest earned on other investments	2014-12-31	$3,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$336,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$308,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$130,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$401,059
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$16,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,304,134
Contract administrator fees	2014-12-31	$4,215
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SITZBERGER, HAU & COMPANY, S.C.
Accountancy firm EIN	2014-12-31	391777761
2013 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$3,026
Total income from all sources (including contributions)	2013-12-31	$3,044,691
Total of all expenses incurred	2013-12-31	$233,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$229,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,806,056
Value of total assets at end of year	2013-12-31	$7,725,737
Value of total assets at beginning of year	2013-12-31	$4,917,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,836
Total interest from all sources	2013-12-31	$11,433
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$309,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$309,173
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,087,210
Participant contributions at end of year	2013-12-31	$280,128
Participant contributions at beginning of year	2013-12-31	$172,160
Participant contributions at end of year	2013-12-31	$33,817
Participant contributions at beginning of year	2013-12-31	$42,114
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$209,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$3,026
Other income not declared elsewhere	2013-12-31	$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	2013-12-31	No
Value of net income/loss	2013-12-31	$2,810,807
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,725,737
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,914,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,086,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,490,718
Interest on participant loans	2013-12-31	$8,477
Interest earned on other investments	2013-12-31	$2,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$308,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$194,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$918,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$509,266
Employer contributions (assets) at end of year	2013-12-31	$16,274
Employer contributions (assets) at beginning of year	2013-12-31	$18,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$229,048
Contract administrator fees	2013-12-31	$4,836
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SITZBERGER WIDMANN & CO., S.C.
Accountancy firm EIN	2013-12-31	391777761
2012 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,026
Total income from all sources (including contributions)	2012-12-31	$1,984,114
Total of all expenses incurred	2012-12-31	$563,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$562,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,429,686
Value of total assets at end of year	2012-12-31	$4,917,956
Value of total assets at beginning of year	2012-12-31	$3,493,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$175
Total interest from all sources	2012-12-31	$6,045
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$56,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$56,728
Administrative expenses professional fees incurred	2012-12-31	$175
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$955,472
Participant contributions at end of year	2012-12-31	$172,160
Participant contributions at beginning of year	2012-12-31	$106,146
Participant contributions at end of year	2012-12-31	$42,114
Participant contributions at beginning of year	2012-12-31	$24,952
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$48,726
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$3,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$1,420,942
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,914,930
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,493,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,490,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,351,498
Interest on participant loans	2012-12-31	$5,803
Interest earned on other investments	2012-12-31	$242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$194,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$491,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$425,488
Employer contributions (assets) at end of year	2012-12-31	$18,207
Employer contributions (assets) at beginning of year	2012-12-31	$11,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$562,997
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	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SITZBERGER WIDMANN & CO., S.C.
Accountancy firm EIN	2012-12-31	391777761
2011 : SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$888,059
Expenses. Total of all expenses incurred	2011-12-31	$194,589
Benefits paid (including direct rollovers)	2011-12-31	$194,589
Total plan assets at end of year	2011-12-31	$3,493,988
Total plan assets at beginning of year	2011-12-31	$2,800,518
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$685,950
Contributions received from other sources (not participants or employers)	2011-12-31	$8,441
Other income received	2011-12-31	$-120,497
Net income (gross income less expenses)	2011-12-31	$693,470
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,493,988
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,800,518
Assets. Value of participant loans	2011-12-31	$106,146
Total contributions received or receivable from employer(s)	2011-12-31	$314,165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN

2022: SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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: SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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: SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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: SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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: SOFTWARE ONE, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2007: SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334884-01

Policy instance

Insurance contract or identification number	334884-01
Number of Individuals Covered	26
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334884-01

Policy instance

Insurance contract or identification number	334884-01
Number of Individuals Covered	28
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334884-01

Policy instance

Insurance contract or identification number	334884-01
Number of Individuals Covered	28
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334884-01

Policy instance

Insurance contract or identification number	334884-01
Number of Individuals Covered	26
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334884-01

Policy instance

Insurance contract or identification number	334884-01
Number of Individuals Covered	31
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	SOFTWARE ONE, INC.
Employer identification number (EIN):	391501504
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services