401k Plan data: ONSHAPE INC. 401K PLAN plan

ONSHAPE INC. 401K PLAN 401k Plan overview

Plan Name	ONSHAPE INC. 401K PLAN
Plan identification number	001

ONSHAPE INC. 401K 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.
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

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

Company Name: ONSHAPE, INC.

Employer identification number (EIN): 461323089

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONSHAPE INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CAROLYN CONNOLLY
001 2016-01-01 CAROLYN CONNOLLY 2017-06-06
001 2015-01-01 LAURA MONTVILLE 2016-07-19
001 2014-01-01 LAURA MONTVILLE 2015-07-31
001 2013-01-01 LAURA MONTVILLE 2014-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CAROLYN CONNOLLY
001	2016-01-01	CAROLYN CONNOLLY	2017-06-06
001	2015-01-01	LAURA MONTVILLE	2016-07-19
001	2014-01-01	LAURA MONTVILLE	2015-07-31
001	2013-01-01	LAURA MONTVILLE	2014-07-14

Plan Statistics for ONSHAPE INC. 401K PLAN

401k plan membership statisitcs for ONSHAPE INC. 401K PLAN

Measure Date Value
2020: ONSHAPE INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ONSHAPE INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 98
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 21
Total of all active and inactive participants 2019-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 119
Number of participants with account balances 2019-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ONSHAPE INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 86
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 21
Total of all active and inactive participants 2018-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 107
Number of participants with account balances 2018-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ONSHAPE INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 111
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 2
Total of all active and inactive participants 2017-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 113
Number of participants with account balances 2017-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2020: ONSHAPE INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ONSHAPE INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	98
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	21
Total of all active and inactive participants	2019-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	119
Number of participants with account balances	2019-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ONSHAPE INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	86
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	21
Total of all active and inactive participants	2018-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	107
Number of participants with account balances	2018-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ONSHAPE INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	111
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	2
Total of all active and inactive participants	2017-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	113
Number of participants with account balances	2017-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ONSHAPE INC. 401K PLAN

Measure	Date	Value
2020 : ONSHAPE INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-01-27	$0
Total unrealized appreciation/depreciation of assets	2020-01-27	$0
Total transfer of assets from this plan	2020-01-27	$6,090,609
Total transfer of assets from this plan	2020-01-27	$6,090,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-27	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-27	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-27	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-27	$0
Total income from all sources (including contributions)	2020-01-27	$12,280
Total income from all sources (including contributions)	2020-01-27	$12,280
Total loss/gain on sale of assets	2020-01-27	$0
Total loss/gain on sale of assets	2020-01-27	$0
Total of all expenses incurred	2020-01-27	$175,920
Total of all expenses incurred	2020-01-27	$175,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-27	$175,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-27	$175,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-27	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-27	$0
Value of total assets at end of year	2020-01-27	$0
Value of total assets at end of year	2020-01-27	$0
Value of total assets at beginning of year	2020-01-27	$6,254,249
Value of total assets at beginning of year	2020-01-27	$6,254,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-27	$180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-27	$180
Total interest from all sources	2020-01-27	$0
Total interest from all sources	2020-01-27	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-01-27	$12,280
Total dividends received (eg from common stock, registered investment company shares)	2020-01-27	$12,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-27	Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-27	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-01-27	$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-01-27	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-27	$12,280
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-27	$12,280
Was this plan covered by a fidelity bond	2020-01-27	Yes
Was this plan covered by a fidelity bond	2020-01-27	Yes
Value of fidelity bond cover	2020-01-27	$1,000,000
Value of fidelity bond cover	2020-01-27	$1,000,000
If this is an individual account plan, was there a blackout period	2020-01-27	No
If this is an individual account plan, was there a blackout period	2020-01-27	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-27	$0
Were there any nonexempt tranactions with any party-in-interest	2020-01-27	No
Were there any nonexempt tranactions with any party-in-interest	2020-01-27	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-27	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-27	No
Value of net income/loss	2020-01-27	$-163,640
Value of net income/loss	2020-01-27	$-163,640
Value of net assets at end of year (total assets less liabilities)	2020-01-27	$0
Value of net assets at end of year (total assets less liabilities)	2020-01-27	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-01-27	$6,254,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-27	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-27	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-27	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-27	No
Were any leases to which the plan was party in default or uncollectible	2020-01-27	No
Were any leases to which the plan was party in default or uncollectible	2020-01-27	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-27	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-27	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-27	$6,134,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-27	$6,134,242
Interest on participant loans	2020-01-27	$0
Interest on participant loans	2020-01-27	$0
Income. Interest from loans (other than to participants)	2020-01-27	$0
Income. Interest from loans (other than to participants)	2020-01-27	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-01-27	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-01-27	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-01-27	$120,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-01-27	$120,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-01-27	$120,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-01-27	$120,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-27	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-27	No
Was there a failure to transmit to the plan any participant contributions	2020-01-27	No
Was there a failure to transmit to the plan any participant contributions	2020-01-27	No
Has the plan failed to provide any benefit when due under the plan	2020-01-27	No
Has the plan failed to provide any benefit when due under the plan	2020-01-27	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-27	$175,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-27	$175,740
Contract administrator fees	2020-01-27	$180
Contract administrator fees	2020-01-27	$180
Did the plan have assets held for investment	2020-01-27	No
Did the plan have assets held for investment	2020-01-27	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-27	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-27	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-27	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-27	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-27	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-27	Yes
Opinion of an independent qualified public accountant for this plan	2020-01-27	Disclaimer
Accountancy firm name	2020-01-27	MOODY FAMIGLIETTI & ANDRONICO LLP
Accountancy firm name	2020-01-27	MOODY FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN	2020-01-27	043077056
Accountancy firm EIN	2020-01-27	043077056
2019 : ONSHAPE INC. 401K 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	$2,244,894
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$118,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$118,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,177,296
Value of total assets at end of year	2019-12-31	$6,254,249
Value of total assets at beginning of year	2019-12-31	$4,127,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$300
Total interest from all sources	2019-12-31	$2,097
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$127,032
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	$127,032
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,154,010
Participant contributions at beginning of year	2019-12-31	$40,451
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,286
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	$2,126,279
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,254,249
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,127,970
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	$6,134,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,008,979
Interest on participant loans	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$120,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$78,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$78,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$938,469
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$118,315
Contract administrator fees	2019-12-31	$300
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	MOODY FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN	2019-12-31	043077056
2018 : ONSHAPE INC. 401K 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	$646,432
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$234,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$207,525
Value of total corrective distributions	2018-12-31	$26,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,055,511
Value of total assets at end of year	2018-12-31	$4,127,970
Value of total assets at beginning of year	2018-12-31	$3,716,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$340
Total interest from all sources	2018-12-31	$1,624
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$86,770
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	$86,770
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$989,006
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$7,608
Participant contributions at end of year	2018-12-31	$40,451
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$66,505
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	$411,820
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,127,970
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,716,150
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	$4,008,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,190,615
Interest on participant loans	2018-12-31	$250
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$517,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$78,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-497,473
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$207,525
Contract administrator fees	2018-12-31	$340
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Qualified
Accountancy firm name	2018-12-31	MOODY FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN	2018-12-31	043077056
2017 : ONSHAPE INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	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	$1,540,966
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$405,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$405,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$958,452
Value of total assets at end of year	2017-12-31	$3,716,150
Value of total assets at beginning of year	2017-12-31	$2,581,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$770
Total interest from all sources	2017-12-31	$582
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$153,535
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	$153,535
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$259,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$944,255
Participant contributions at end of year	2017-12-31	$7,608
Participant contributions at beginning of year	2017-12-31	$11,978
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$14,197
Administrative expenses (other) incurred	2017-12-31	$770
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	$1,135,109
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,716,150
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,581,041
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	$3,190,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,223,807
Interest on participant loans	2017-12-31	$520
Value of interest in common/collective trusts at end of year	2017-12-31	$517,927
Value of interest in common/collective trusts at beginning of year	2017-12-31	$309,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$35,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$35,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$62
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$357,421
Net investment gain or loss from common/collective trusts	2017-12-31	$70,976
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$405,087
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	MFA
Accountancy firm EIN	2017-12-31	043077056

Form 5500 Responses for ONSHAPE INC. 401K PLAN

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

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Company Name:	ONSHAPE, INC.
Employer identification number (EIN):	461323089
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services