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INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC PROFIT SHARING PLAN #2 401k Plan overview

Plan NameINDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC PROFIT SHARING PLAN #2
Plan identification number 003

INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC PROFIT SHARING PLAN #2 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC has sponsored the creation of one or more 401k plans.

Company Name:INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC
Employer identification number (EIN):911841150
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC PROFIT SHARING PLAN #2

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01GLENN M. CARLSON2017-10-06
0032016-01-01GLENN M. CARLSON2019-07-29
0032015-01-01GLENN M. CARLSON2016-10-11
0032014-01-01GLENN M. CARLSON2015-10-15
0032013-01-01GLENN M. CARLSON2014-10-15
0032012-01-01INDUSTRIAL SOFTWARE SOLUTIONS
0032011-01-01GLENN M. CARLSON

Financial Data on INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC PROFIT SHARING PLAN #2

Measure Date Value
2012 : INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC PROFIT SHARING PLAN #2 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,371,986
Expenses. Total of all expenses incurred2012-12-31$278,817
Benefits paid (including direct rollovers)2012-12-31$277,933
Total plan assets at end of year2012-12-31$1,113,766
Total plan assets at beginning of year2012-12-31$20,597
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$120,469
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$140,901
Other income received2012-12-31$1,058,790
Net income (gross income less expenses)2012-12-31$1,093,169
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,113,766
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$20,597
Assets. Value of participant loans2012-12-31$7,354
Total contributions received or receivable from employer(s)2012-12-31$51,826
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC PROFIT SHARING PLAN #2 2011 401k financial data
Total income from all sources2011-12-31$20,597
Total plan assets at end of year2011-12-31$20,597
Total plan assets at beginning of year2011-12-31$0
Net income (gross income less expenses)2011-12-31$20,597
Net plan assets at end of year (total assets less liabilities)2011-12-31$20,597
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$20,597
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC PROFIT SHARING PLAN #2

2012: INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC PROFIT SHARING PLAN #2 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INDUSTRIAL SOFTWARE SOLUTIONS - WONDERWARE LLC PROFIT SHARING PLAN #2 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1

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