?>
Logo

HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 401k Plan overview

Plan NameHTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING
Plan identification number 001

HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

HTE TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HTE TECHNOLOGIES, INC.
Employer identification number (EIN):430763112
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ERIC QUELLA2023-07-26
0012021-01-01ERIC QUELLA2022-09-09
0012020-01-01ERIC QUELLA2021-06-17
0012019-01-01ERIC QUELLA2020-07-24
0012018-01-01JESSICA MARSON2019-05-28
0012017-01-01JESSICA MARSON2018-06-22
0012016-01-01JESSICA MARSON2017-09-26
0012015-01-01MICHAEL E. KING2016-10-10
0012014-01-01JIM GRACE2015-10-09
0012013-01-01JIM GRACE JIM GRACE2014-06-25
0012012-01-01JIM GRACE
0012011-01-01JIM GRACE
0012010-01-01JIM GRACE
0012009-01-01JIM GRACE JIM GRACE2010-07-27
0012009-01-01JIM GRACE JIM GRACE2010-07-27
0012009-01-01JIM GRACE JIM GRACE2010-07-27

Plan Statistics for HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING

401k plan membership statisitcs for HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING

Measure Date Value
2013: HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2013 401k membership
Total participants, beginning-of-year2013-01-0175
Total number of active participants reported on line 7a of the Form 55002013-01-0164
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0179
Number of participants with account balances2013-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2012 401k membership
Total participants, beginning-of-year2012-01-0176
Total number of active participants reported on line 7a of the Form 55002012-01-0159
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0176
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2011 401k membership
Total participants, beginning-of-year2011-01-0179
Total number of active participants reported on line 7a of the Form 55002011-01-0160
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0160
Number of participants with account balances2011-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2010 401k membership
Total participants, beginning-of-year2010-01-0174
Total number of active participants reported on line 7a of the Form 55002010-01-0155
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0156
Number of participants with account balances2010-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2009 401k membership
Total participants, beginning-of-year2009-01-0169
Total number of active participants reported on line 7a of the Form 55002009-01-0158
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0167
Number of participants with account balances2009-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING

Measure Date Value
2013 : HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2013 401k financial data
Transfers to/from the plan2013-12-31$4,019
Total income from all sources2013-12-31$953,946
Expenses. Total of all expenses incurred2013-12-31$412,869
Benefits paid (including direct rollovers)2013-12-31$365,157
Total plan assets at end of year2013-12-31$5,351,895
Total plan assets at beginning of year2013-12-31$4,806,799
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$249,252
Expenses. Other expenses not covered elsewhere2013-12-31$575
Contributions received from other sources (not participants or employers)2013-12-31$44,482
Other income received2013-12-31$564,083
Net income (gross income less expenses)2013-12-31$541,077
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,351,895
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,806,799
Assets. Value of participant loans2013-12-31$93,156
Total contributions received or receivable from employer(s)2013-12-31$96,129
Value of corrective distributions2013-12-31$47,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$794,852
Expenses. Total of all expenses incurred2012-12-31$15,255
Benefits paid (including direct rollovers)2012-12-31$14,826
Total plan assets at end of year2012-12-31$4,806,799
Total plan assets at beginning of year2012-12-31$4,027,202
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$208,532
Expenses. Other expenses not covered elsewhere2012-12-31$429
Contributions received from other sources (not participants or employers)2012-12-31$12,459
Other income received2012-12-31$488,565
Net income (gross income less expenses)2012-12-31$779,597
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,806,799
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,027,202
Assets. Value of participant loans2012-12-31$124,208
Total contributions received or receivable from employer(s)2012-12-31$85,296
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$-32,860
Expenses. Total of all expenses incurred2011-12-31$496,951
Benefits paid (including direct rollovers)2011-12-31$496,319
Total plan assets at end of year2011-12-31$4,027,202
Total plan assets at beginning of year2011-12-31$4,557,013
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$139,982
Expenses. Other expenses not covered elsewhere2011-12-31$632
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-172,842
Net income (gross income less expenses)2011-12-31$-529,811
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,027,202
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,557,013
Assets. Value of participant loans2011-12-31$154,735
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2010 401k financial data
Transfers to/from the plan2010-12-31$9
Total income from all sources2010-12-31$641,529
Expenses. Total of all expenses incurred2010-12-31$116,783
Benefits paid (including direct rollovers)2010-12-31$115,941
Total plan assets at end of year2010-12-31$4,557,013
Total plan assets at beginning of year2010-12-31$4,032,258
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$134,835
Expenses. Other expenses not covered elsewhere2010-12-31$842
Contributions received from other sources (not participants or employers)2010-12-31$4,423
Other income received2010-12-31$502,271
Net income (gross income less expenses)2010-12-31$524,746
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,557,013
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,032,258
Assets. Value of participant loans2010-12-31$205,835
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING

2013: HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: HTE TECHNOLOGIES, INC. 401(K) TAX ADVANTAGED RETIREMENT SAVING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710481
Policy instance 1
Insurance contract or identification numberGA-710481
Number of Individuals Covered63
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,756
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,756
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SVCS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710481
Policy instance 1
Insurance contract or identification numberGA-710481
Number of Individuals Covered59
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,617
Total amount of fees paid to insurance companyUSD $91
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,617
Insurance broker organization code?3
Amount paid for insurance broker fees66
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710481
Policy instance 1
Insurance contract or identification numberGA-710481
Number of Individuals Covered52
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,250
Total amount of fees paid to insurance companyUSD $101
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710481
Policy instance 1
Insurance contract or identification numberGA-710481
Number of Individuals Covered56
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,758
Total amount of fees paid to insurance companyUSD $167
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,758
Insurance broker organization code?3
Amount paid for insurance broker fees142
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3