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QAD INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameQAD INC. 401(K) RETIREMENT PLAN
Plan identification number 001

QAD INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:QAD INC
Employer identification number (EIN):770105228
NAIC Classification:511210
NAIC Description:Software Publishers

Additional information about QAD INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2751720

More information about QAD INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QAD INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BONNIE BAKER
0012016-01-01BONNIE BAKER
0012015-01-01BONNIE BAKER
0012014-01-01BONNIE BAKER
0012013-01-01BONNIE BAKER
0012012-01-01ROLAND HARDING
0012011-01-01ROLAND HARDING
0012010-01-01ROLAND HARDING ROLAND HARDING2011-10-05
0012009-01-01ROLAND HARDING

Plan Statistics for QAD INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for QAD INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: QAD INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01895
Total number of active participants reported on line 7a of the Form 55002022-01-01457
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01315
Total of all active and inactive participants2022-01-01772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01777
Number of participants with account balances2022-01-01773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0161
2021: QAD INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01906
Total number of active participants reported on line 7a of the Form 55002021-01-01608
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01265
Total of all active and inactive participants2021-01-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-01895
Number of participants with account balances2021-01-01862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0157
2020: QAD INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01865
Total number of active participants reported on line 7a of the Form 55002020-01-01614
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01258
Total of all active and inactive participants2020-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01878
Number of participants with account balances2020-01-01866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0139
2019: QAD INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01905
Total number of active participants reported on line 7a of the Form 55002019-01-01623
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01239
Total of all active and inactive participants2019-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01865
Number of participants with account balances2019-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0150
2018: QAD INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01886
Total number of active participants reported on line 7a of the Form 55002018-01-01653
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01223
Total of all active and inactive participants2018-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01878
Number of participants with account balances2018-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: QAD INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01870
Total number of active participants reported on line 7a of the Form 55002017-01-01654
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01230
Total of all active and inactive participants2017-01-01884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01886
Number of participants with account balances2017-01-01858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: QAD INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01874
Total number of active participants reported on line 7a of the Form 55002016-01-01623
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01229
Total of all active and inactive participants2016-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01853
Number of participants with account balances2016-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0147
2015: QAD INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01829
Total number of active participants reported on line 7a of the Form 55002015-01-01627
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01228
Total of all active and inactive participants2015-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01857
Number of participants with account balances2015-01-01822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0147
2014: QAD INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01791
Total number of active participants reported on line 7a of the Form 55002014-01-01610
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01216
Total of all active and inactive participants2014-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01829
Number of participants with account balances2014-01-01798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: QAD INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01756
Total number of active participants reported on line 7a of the Form 55002013-01-01568
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01223
Total of all active and inactive participants2013-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01791
Number of participants with account balances2013-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: QAD INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01759
Total number of active participants reported on line 7a of the Form 55002012-01-01524
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01225
Total of all active and inactive participants2012-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01749
Number of participants with account balances2012-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0141
2011: QAD INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01740
Total number of active participants reported on line 7a of the Form 55002011-01-01523
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01226
Total of all active and inactive participants2011-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01750
Number of participants with account balances2011-01-01699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: QAD INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01760
Total number of active participants reported on line 7a of the Form 55002010-01-01490
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01238
Total of all active and inactive participants2010-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01730
Number of participants with account balances2010-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01669
2009: QAD INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01873
Total number of active participants reported on line 7a of the Form 55002009-01-01507
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01244
Total of all active and inactive participants2009-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01753
Number of participants with account balances2009-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01102

Financial Data on QAD INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : QAD INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-30,862,373
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$36,787,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,518,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,047,681
Value of total assets at end of year2022-12-31$162,058,979
Value of total assets at beginning of year2022-12-31$229,709,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$269,209
Total interest from all sources2022-12-31$36,769
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,169,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,169,937
Administrative expenses professional fees incurred2022-12-31$16,743
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,861,708
Participant contributions at end of year2022-12-31$763,630
Participant contributions at beginning of year2022-12-31$811,049
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$362,627
Other income not declared elsewhere2022-12-31$379,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-67,650,090
Value of net assets at end of year (total assets less liabilities)2022-12-31$162,058,979
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$229,709,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$79,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$144,427,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$210,392,392
Interest on participant loans2022-12-31$36,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$16,867,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,286,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-42,495,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,823,346
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$219,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,518,508
Contract administrator fees2022-12-31$173,186
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2022-12-31952089835
2021 : QAD INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$45,259,021
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,062,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,702,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,388,649
Value of total assets at end of year2021-12-31$229,709,069
Value of total assets at beginning of year2021-12-31$199,512,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$360,059
Total interest from all sources2021-12-31$51,106
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,698,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,698,918
Administrative expenses professional fees incurred2021-12-31$15,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,601,832
Participant contributions at end of year2021-12-31$811,049
Participant contributions at beginning of year2021-12-31$1,120,453
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,502,872
Other income not declared elsewhere2021-12-31$388,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$30,196,873
Value of net assets at end of year (total assets less liabilities)2021-12-31$229,709,069
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$199,512,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$119,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$210,392,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$179,228,748
Interest on participant loans2021-12-31$51,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,286,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,980,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$31,731,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,283,945
Employer contributions (assets) at end of year2021-12-31$219,362
Employer contributions (assets) at beginning of year2021-12-31$182,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,702,089
Contract administrator fees2021-12-31$225,067
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2021-12-31952089835
2020 : QAD INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$41,502,867
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,492,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,150,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,814,054
Value of total assets at end of year2020-12-31$199,512,196
Value of total assets at beginning of year2020-12-31$167,501,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$341,529
Total interest from all sources2020-12-31$68,456
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,990,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,990,953
Administrative expenses professional fees incurred2020-12-31$15,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,107,669
Participant contributions at end of year2020-12-31$1,120,453
Participant contributions at beginning of year2020-12-31$1,317,660
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$573,938
Other income not declared elsewhere2020-12-31$425,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$32,010,402
Value of net assets at end of year (total assets less liabilities)2020-12-31$199,512,196
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$167,501,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$102,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$179,228,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$147,871,681
Interest on participant loans2020-12-31$68,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,980,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,113,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$29,203,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,132,447
Employer contributions (assets) at end of year2020-12-31$182,975
Employer contributions (assets) at beginning of year2020-12-31$199,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,150,936
Contract administrator fees2020-12-31$223,828
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2020-12-31952089835
2019 : QAD INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$42,470,405
Total income from all sources (including contributions)2019-12-31$42,470,405
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,895,908
Total of all expenses incurred2019-12-31$10,895,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,581,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,581,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,623,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,623,629
Value of total assets at end of year2019-12-31$167,501,794
Value of total assets at end of year2019-12-31$167,501,794
Value of total assets at beginning of year2019-12-31$135,927,297
Value of total assets at beginning of year2019-12-31$135,927,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$314,047
Total interest from all sources2019-12-31$67,731
Total interest from all sources2019-12-31$67,731
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,927,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,927,244
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,927,244
Administrative expenses professional fees incurred2019-12-31$15,000
Administrative expenses professional fees incurred2019-12-31$15,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,124,725
Contributions received from participants2019-12-31$7,124,725
Participant contributions at end of year2019-12-31$1,317,660
Participant contributions at end of year2019-12-31$1,317,660
Participant contributions at beginning of year2019-12-31$1,201,484
Participant contributions at beginning of year2019-12-31$1,201,484
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,323,968
Other income not declared elsewhere2019-12-31$386,555
Other income not declared elsewhere2019-12-31$386,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$31,574,497
Value of net income/loss2019-12-31$31,574,497
Value of net assets at end of year (total assets less liabilities)2019-12-31$167,501,794
Value of net assets at end of year (total assets less liabilities)2019-12-31$167,501,794
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$135,927,297
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$135,927,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$92,753
Investment advisory and management fees2019-12-31$92,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$147,871,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$147,871,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$119,774,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$119,774,053
Interest on participant loans2019-12-31$67,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,113,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,113,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,737,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,737,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,465,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,465,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,174,936
Contributions received in cash from employer2019-12-31$2,174,936
Employer contributions (assets) at end of year2019-12-31$199,314
Employer contributions (assets) at end of year2019-12-31$199,314
Employer contributions (assets) at beginning of year2019-12-31$214,416
Employer contributions (assets) at beginning of year2019-12-31$214,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,581,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,581,861
Contract administrator fees2019-12-31$206,294
Contract administrator fees2019-12-31$206,294
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm name2019-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2019-12-31952089835
Accountancy firm EIN2019-12-31952089835
2018 : QAD INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,924,906
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,713,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,473,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,576,530
Value of total assets at end of year2018-12-31$135,927,297
Value of total assets at beginning of year2018-12-31$143,715,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$239,683
Total interest from all sources2018-12-31$54,083
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,798,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,798,346
Administrative expenses professional fees incurred2018-12-31$16,974
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,899,964
Participant contributions at end of year2018-12-31$1,201,484
Participant contributions at beginning of year2018-12-31$1,009,479
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$506,081
Other income not declared elsewhere2018-12-31$290,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,788,452
Value of net assets at end of year (total assets less liabilities)2018-12-31$135,927,297
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$143,715,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$65,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$119,774,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$130,412,204
Interest on participant loans2018-12-31$54,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,737,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,083,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,794,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,170,485
Employer contributions (assets) at end of year2018-12-31$214,416
Employer contributions (assets) at beginning of year2018-12-31$210,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,473,675
Contract administrator fees2018-12-31$157,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2018-12-31952089835
2017 : QAD INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$32,167,322
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,080,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,016,109
Value of total corrective distributions2017-12-31$28,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,362,218
Value of total assets at end of year2017-12-31$143,715,749
Value of total assets at beginning of year2017-12-31$117,629,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,422
Total interest from all sources2017-12-31$45,186
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,460,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,460,212
Administrative expenses professional fees incurred2017-12-31$15,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,331,349
Participant contributions at end of year2017-12-31$1,009,479
Participant contributions at beginning of year2017-12-31$1,003,564
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$736,135
Other income not declared elsewhere2017-12-31$259,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$26,086,375
Value of net assets at end of year (total assets less liabilities)2017-12-31$143,715,749
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$117,629,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$130,412,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$104,404,336
Interest on participant loans2017-12-31$45,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,083,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,221,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,039,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,294,734
Employer contributions (assets) at end of year2017-12-31$210,395
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,016,109
Contract administrator fees2017-12-31$21,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2017-12-31952089835
2016 : QAD INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$14,885,105
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,503,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,464,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,162,949
Value of total assets at end of year2016-12-31$117,629,374
Value of total assets at beginning of year2016-12-31$108,247,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,969
Total interest from all sources2016-12-31$43,639
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,352,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,352,045
Administrative expenses professional fees incurred2016-12-31$13,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,840,213
Participant contributions at end of year2016-12-31$1,003,564
Participant contributions at beginning of year2016-12-31$1,083,036
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$361,974
Other income not declared elsewhere2016-12-31$239,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,381,588
Value of net assets at end of year (total assets less liabilities)2016-12-31$117,629,374
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$108,247,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$104,404,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$95,326,486
Interest on participant loans2016-12-31$43,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,221,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,838,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,086,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,960,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,464,548
Contract administrator fees2016-12-31$25,969
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2016-12-31952089835
2015 : QAD INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$9,748,827
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,381,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,359,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,486,660
Value of total assets at end of year2015-12-31$108,247,786
Value of total assets at beginning of year2015-12-31$105,880,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,595
Total interest from all sources2015-12-31$47,096
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,202,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,202,393
Administrative expenses professional fees incurred2015-12-31$13,001
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,709,617
Participant contributions at end of year2015-12-31$1,083,036
Participant contributions at beginning of year2015-12-31$1,121,577
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$923,963
Other income not declared elsewhere2015-12-31$239,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,367,754
Value of net assets at end of year (total assets less liabilities)2015-12-31$108,247,786
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$105,880,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$95,326,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$94,357,944
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$47,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,838,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,400,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-226,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,853,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,359,478
Contract administrator fees2015-12-31$8,594
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2015-12-31952089835
2014 : QAD INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,350,944
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$13,907,128
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,484,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,458,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,399,682
Value of total assets at end of year2014-12-31$105,880,032
Value of total assets at beginning of year2014-12-31$98,106,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,651
Total interest from all sources2014-12-31$44,246
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,303,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,303,090
Administrative expenses professional fees incurred2014-12-31$13,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,393,035
Participant contributions at end of year2014-12-31$1,121,577
Participant contributions at beginning of year2014-12-31$935,197
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$233,649
Other income not declared elsewhere2014-12-31$101,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,422,521
Value of net assets at end of year (total assets less liabilities)2014-12-31$105,880,032
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$98,106,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$94,357,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$88,327,862
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,843,508
Interest on participant loans2014-12-31$44,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,400,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,957,750
Net investment gain/loss from pooled separate accounts2014-12-31$100,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,772,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,458,956
Contract administrator fees2014-12-31$12,651
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2014-12-31952089835
2013 : QAD INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$24,464,162
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,195,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,191,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,804,924
Value of total assets at end of year2013-12-31$98,106,567
Value of total assets at beginning of year2013-12-31$76,837,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,900
Total interest from all sources2013-12-31$37,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$898,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$898,318
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,941,155
Participant contributions at end of year2013-12-31$935,197
Participant contributions at beginning of year2013-12-31$840,984
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$297,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$21,268,770
Value of net assets at end of year (total assets less liabilities)2013-12-31$98,106,567
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$76,837,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$88,327,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$66,987,284
Value of interest in pooled separate accounts at end of year2013-12-31$8,843,508
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,009,529
Interest on participant loans2013-12-31$37,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,575,293
Net investment gain/loss from pooled separate accounts2013-12-31$148,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,565,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,191,492
Contract administrator fees2013-12-31$3,900
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2013-12-31952089835
2012 : QAD INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,356,805
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,459,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,455,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,320,511
Value of total assets at end of year2012-12-31$76,837,797
Value of total assets at beginning of year2012-12-31$66,940,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,694
Total interest from all sources2012-12-31$35,274
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$954,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$954,873
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,701,169
Participant contributions at end of year2012-12-31$840,984
Participant contributions at beginning of year2012-12-31$722,839
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$106,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,897,608
Value of net assets at end of year (total assets less liabilities)2012-12-31$76,837,797
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$66,940,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$269
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$66,987,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$59,955,970
Value of interest in pooled separate accounts at end of year2012-12-31$9,009,529
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,261,380
Interest on participant loans2012-12-31$35,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,879,418
Net investment gain/loss from pooled separate accounts2012-12-31$166,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,512,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,455,503
Contract administrator fees2012-12-31$3,425
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WILLIAM BROWN PARSONS AND CO.
Accountancy firm EIN2012-12-31270095060
2011 : QAD INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,313,745
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,436,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,433,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,912,746
Value of total assets at end of year2011-12-31$66,940,189
Value of total assets at beginning of year2011-12-31$66,063,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,835
Total interest from all sources2011-12-31$36,182
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$779,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$779,894
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,453,270
Participant contributions at end of year2011-12-31$722,839
Participant contributions at beginning of year2011-12-31$763,888
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$124,624
Total non interest bearing cash at beginning of year2011-12-31$67,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$876,962
Value of net assets at end of year (total assets less liabilities)2011-12-31$66,940,189
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$66,063,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$185
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$59,955,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$59,444,382
Value of interest in pooled separate accounts at end of year2011-12-31$6,261,380
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,787,795
Interest on participant loans2011-12-31$36,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,569,580
Net investment gain/loss from pooled separate accounts2011-12-31$154,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,334,852
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,433,948
Contract administrator fees2011-12-31$2,650
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WILLIAM BROWN PARSONS AND CO.
Accountancy firm EIN2011-12-31270095060
2010 : QAD INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$12,484,992
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,889,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,885,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,015,405
Value of total assets at end of year2010-12-31$66,063,227
Value of total assets at beginning of year2010-12-31$57,467,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,498
Total interest from all sources2010-12-31$36,048
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$685,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$685,464
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,900,696
Participant contributions at end of year2010-12-31$763,888
Participant contributions at beginning of year2010-12-31$644,780
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,361
Other income not declared elsewhere2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$67,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,595,275
Value of net assets at end of year (total assets less liabilities)2010-12-31$66,063,227
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$57,467,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$848
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$59,444,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$51,584,734
Value of interest in pooled separate accounts at end of year2010-12-31$5,787,795
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,238,438
Interest on participant loans2010-12-31$36,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,748,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,095,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,885,219
Contract administrator fees2010-12-31$3,650
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WILLIAM BROWN PARSONS ANS CO
Accountancy firm EIN2010-12-31270095060
2009 : QAD INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for QAD INC. 401(K) RETIREMENT PLAN

2022: QAD INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: QAD INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: QAD INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: QAD INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: QAD INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: QAD INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: QAD INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: QAD INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: QAD INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: QAD INC. 401(K) RETIREMENT PLAN 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 - TrustYes
2012: QAD INC. 401(K) RETIREMENT PLAN 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 - TrustYes
2011: QAD INC. 401(K) RETIREMENT PLAN 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 - TrustYes
2010: QAD INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 - TrustYes
2009: QAD INC. 401(K) RETIREMENT PLAN 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 - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28218
Policy instance 1
Insurance contract or identification numberGA28218
Number of Individuals Covered773
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28218
Policy instance 1
Insurance contract or identification numberGA28218
Number of Individuals Covered862
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28218
Policy instance 1
Insurance contract or identification numberGA28218
Number of Individuals Covered866
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28218
Policy instance 1
Insurance contract or identification numberGA28218
Number of Individuals Covered847
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28218
Policy instance 1
Insurance contract or identification numberGA28218
Number of Individuals Covered861
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28218
Policy instance 1
Insurance contract or identification numberGA28218
Number of Individuals Covered858
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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

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