401k Plan data: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN plan

ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	001

ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ACTUATE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: ACTUATE CORPORATION

Employer identification number (EIN): 943193197

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Additional information about ACTUATE CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2900660

More information about ACTUATE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 PAMELA MCMEEKIN
001 2015-01-01 PAMELA MCMEEKIN
001 2014-01-01 PAMELA MCMEEKIN
001 2013-01-01 DANIEL GAUDREAU
001 2012-01-01 DANIEL GAUDREAU
001 2011-01-01 DANIEL GAUDREAU
001 2010-01-01 DANIEL GAUDREAU
001 2009-01-01 DANIEL GAUDREAU

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	PAMELA MCMEEKIN
001	2015-01-01	PAMELA MCMEEKIN
001	2014-01-01	PAMELA MCMEEKIN
001	2013-01-01	DANIEL GAUDREAU
001	2012-01-01	DANIEL GAUDREAU
001	2011-01-01	DANIEL GAUDREAU
001	2010-01-01	DANIEL GAUDREAU
001	2009-01-01	DANIEL GAUDREAU

Plan Statistics for ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2016: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 156
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 184
Total of all active and inactive participants 2015-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 342
Number of participants with account balances 2015-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 21
2014: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 450
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 284
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 158
Total of all active and inactive participants 2014-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 444
Number of participants with account balances 2014-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 22
2013: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 537
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 294
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 153
Total of all active and inactive participants 2013-01-01 447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 448
Number of participants with account balances 2013-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 17
2012: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 383
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 146
Total of all active and inactive participants 2012-01-01 529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 530
Number of participants with account balances 2012-01-01 391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 483
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 352
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 129
Total of all active and inactive participants 2011-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 483
Number of participants with account balances 2011-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2010: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 344
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 139
Total of all active and inactive participants 2010-01-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 484
Number of participants with account balances 2010-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 9
2009: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 509
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 330
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 153
Total of all active and inactive participants 2009-01-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 483
Number of participants with account balances 2009-01-01 385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2016: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	156
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	184
Total of all active and inactive participants	2015-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	342
Number of participants with account balances	2015-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	21
2014: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	450
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	284
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	158
Total of all active and inactive participants	2014-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	444
Number of participants with account balances	2014-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	22
2013: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	537
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	294
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	153
Total of all active and inactive participants	2013-01-01	447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	448
Number of participants with account balances	2013-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	17
2012: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	383
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	146
Total of all active and inactive participants	2012-01-01	529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	530
Number of participants with account balances	2012-01-01	391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	483
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	352
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	129
Total of all active and inactive participants	2011-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	483
Number of participants with account balances	2011-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2010: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	344
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	139
Total of all active and inactive participants	2010-01-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	484
Number of participants with account balances	2010-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	9
2009: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	509
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	330
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	153
Total of all active and inactive participants	2009-01-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	483
Number of participants with account balances	2009-01-01	385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2016 : ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-10-07	$24,415,032
Total income from all sources (including contributions)	2016-10-07	$1,114,854
Total of all expenses incurred	2016-10-07	$1,611,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-10-07	$1,533,947
Value of total corrective distributions	2016-10-07	$706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-10-07	$513
Value of total assets at end of year	2016-10-07	$0
Value of total assets at beginning of year	2016-10-07	$24,911,430
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-10-07	$76,599
Total interest from all sources	2016-10-07	$4,843
Total dividends received (eg from common stock, registered investment company shares)	2016-10-07	$85,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-10-07	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-10-07	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-10-07	$85,363
Administrative expenses professional fees incurred	2016-10-07	$25,113
Was this plan covered by a fidelity bond	2016-10-07	Yes
Value of fidelity bond cover	2016-10-07	$2,000,000
If this is an individual account plan, was there a blackout period	2016-10-07	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-07	$0
Were there any nonexempt tranactions with any party-in-interest	2016-10-07	No
Participant contributions at end of year	2016-10-07	$0
Participant contributions at beginning of year	2016-10-07	$152,249
Participant contributions at end of year	2016-10-07	$0
Participant contributions at beginning of year	2016-10-07	$0
Assets. Other investments not covered elsewhere at end of year	2016-10-07	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-10-07	$306,984
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-10-07	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-10-07	$34
Other income not declared elsewhere	2016-10-07	$-31,374
Administrative expenses (other) incurred	2016-10-07	$24,421
Total non interest bearing cash at end of year	2016-10-07	$0
Total non interest bearing cash at beginning of year	2016-10-07	$24,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-10-07	No
Value of net income/loss	2016-10-07	$-496,398
Value of net assets at end of year (total assets less liabilities)	2016-10-07	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-10-07	$24,911,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-10-07	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-10-07	No
Were any leases to which the plan was party in default or uncollectible	2016-10-07	No
Investment advisory and management fees	2016-10-07	$27,065
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-10-07	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-10-07	$23,186,840
Interest on participant loans	2016-10-07	$4,843
Value of interest in common/collective trusts at end of year	2016-10-07	$0
Value of interest in common/collective trusts at beginning of year	2016-10-07	$1,012,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-10-07	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-10-07	$31,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-10-07	$31,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-10-07	$1,040,198
Net investment gain or loss from common/collective trusts	2016-10-07	$15,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-10-07	No
Was there a failure to transmit to the plan any participant contributions	2016-10-07	No
Has the plan failed to provide any benefit when due under the plan	2016-10-07	No
Contributions received in cash from employer	2016-10-07	$513
Employer contributions (assets) at end of year	2016-10-07	$0
Employer contributions (assets) at beginning of year	2016-10-07	$196,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-10-07	$1,533,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-10-07	Yes
Did the plan have assets held for investment	2016-10-07	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-10-07	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-10-07	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-10-07	Yes
Opinion of an independent qualified public accountant for this plan	2016-10-07	Disclaimer
Accountancy firm name	2016-10-07	GRANT THORNTON, LLP
Accountancy firm EIN	2016-10-07	366055558
2015 : ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,435,865
Total of all expenses incurred	2015-12-31	$7,981,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,872,343
Value of total corrective distributions	2015-12-31	$40,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,256,537
Value of total assets at end of year	2015-12-31	$24,911,430
Value of total assets at beginning of year	2015-12-31	$30,457,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$69,510
Total interest from all sources	2015-12-31	$11,073
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$339,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$339,318
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,028,996
Participant contributions at end of year	2015-12-31	$152,249
Participant contributions at beginning of year	2015-12-31	$313,493
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$51,353
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$306,984
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$599,114
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$90,245
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$34
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$750
Other income not declared elsewhere	2015-12-31	$-36,284
Administrative expenses (other) incurred	2015-12-31	$39,061
Total non interest bearing cash at end of year	2015-12-31	$24,979
Total non interest bearing cash at beginning of year	2015-12-31	$4,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-5,546,095
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$24,911,430
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$30,457,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$30,449
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$23,186,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$28,324,988
Interest on participant loans	2015-12-31	$11,071
Value of interest in common/collective trusts at end of year	2015-12-31	$1,012,034
Value of interest in common/collective trusts at beginning of year	2015-12-31	$784,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$31,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$63,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$63,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-128,861
Net investment gain or loss from common/collective trusts	2015-12-31	$-5,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$137,296
Employer contributions (assets) at end of year	2015-12-31	$196,943
Employer contributions (assets) at beginning of year	2015-12-31	$315,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$7,872,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2015-12-31	366055558
2014 : ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$4,738,750
Total of all expenses incurred	2014-12-31	$3,591,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,486,668
Value of total corrective distributions	2014-12-31	$24,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,750,002
Value of total assets at end of year	2014-12-31	$30,457,525
Value of total assets at beginning of year	2014-12-31	$29,309,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$80,288
Total interest from all sources	2014-12-31	$18,879
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$450,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$450,775
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,220,221
Participant contributions at end of year	2014-12-31	$313,493
Participant contributions at beginning of year	2014-12-31	$385,466
Participant contributions at end of year	2014-12-31	$51,353
Participant contributions at beginning of year	2014-12-31	$51,150
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$599,114
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$322,637
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$214,516
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,105
Other income not declared elsewhere	2014-12-31	$32,430
Administrative expenses (other) incurred	2014-12-31	$37,568
Total non interest bearing cash at end of year	2014-12-31	$4,542
Total non interest bearing cash at beginning of year	2014-12-31	$3,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,147,565
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$30,457,525
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$29,309,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$42,720
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$28,324,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$26,853,160
Interest on participant loans	2014-12-31	$18,875
Value of interest in common/collective trusts at end of year	2014-12-31	$784,634
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,309,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$63,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$20,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$20,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,456,695
Net investment gain or loss from common/collective trusts	2014-12-31	$29,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$315,265
Employer contributions (assets) at end of year	2014-12-31	$315,265
Employer contributions (assets) at beginning of year	2014-12-31	$360,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,486,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$8,636,599
Total of all expenses incurred	2013-12-31	$6,078,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,018,831
Expenses. Certain deemed distributions of participant loans	2013-12-31	$10,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,129,867
Value of total assets at end of year	2013-12-31	$29,309,960
Value of total assets at beginning of year	2013-12-31	$26,752,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$49,532
Total interest from all sources	2013-12-31	$24,275
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$473,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$473,753
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,565,151
Participant contributions at end of year	2013-12-31	$385,466
Participant contributions at beginning of year	2013-12-31	$298,830
Participant contributions at end of year	2013-12-31	$51,150
Participant contributions at beginning of year	2013-12-31	$63,907
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$322,637
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$203,798
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$16,969
Administrative expenses (other) incurred	2013-12-31	$19,708
Total non interest bearing cash at end of year	2013-12-31	$3,801
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,557,851
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$29,309,960
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$26,752,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$29,824
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$26,853,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$24,388,145
Interest on participant loans	2013-12-31	$24,266
Value of interest in common/collective trusts at end of year	2013-12-31	$1,309,988
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,508,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$20,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$137,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$137,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,949,465
Net investment gain or loss from common/collective trusts	2013-12-31	$42,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$360,918
Employer contributions (assets) at end of year	2013-12-31	$360,918
Employer contributions (assets) at beginning of year	2013-12-31	$354,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$6,018,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ZAJAC GROUP
Accountancy firm EIN	2013-12-31	770354155
2012 : ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
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	$6,018,955
Total of all expenses incurred	2012-12-31	$1,467,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,455,355
Value of total corrective distributions	2012-12-31	$1,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,026,518
Value of total assets at end of year	2012-12-31	$26,752,109
Value of total assets at beginning of year	2012-12-31	$22,200,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,836
Total interest from all sources	2012-12-31	$14,700
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$609,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$609,662
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,396,485
Participant contributions at end of year	2012-12-31	$298,830
Participant contributions at beginning of year	2012-12-31	$247,861
Participant contributions at end of year	2012-12-31	$63,907
Participant contributions at beginning of year	2012-12-31	$48,285
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$275,326
Administrative expenses (other) incurred	2012-12-31	$10,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,551,717
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$26,752,109
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,200,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$24,388,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$20,157,546
Interest on participant loans	2012-12-31	$14,693
Value of interest in common/collective trusts at end of year	2012-12-31	$1,508,971
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,397,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$137,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,340,094
Net investment gain or loss from common/collective trusts	2012-12-31	$27,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$354,707
Employer contributions (assets) at end of year	2012-12-31	$354,707
Employer contributions (assets) at beginning of year	2012-12-31	$349,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,455,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ZAJAC & PERRONE LLP
Accountancy firm EIN	2012-12-31	770423480
2011 : ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
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	$1,924,770
Total of all expenses incurred	2011-12-31	$2,476,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,458,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,679,047
Value of total assets at end of year	2011-12-31	$22,200,392
Value of total assets at beginning of year	2011-12-31	$22,751,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,746
Total interest from all sources	2011-12-31	$18,881
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$620,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$620,228
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,227,721
Participant contributions at end of year	2011-12-31	$247,861
Participant contributions at beginning of year	2011-12-31	$310,922
Participant contributions at end of year	2011-12-31	$48,285
Participant contributions at beginning of year	2011-12-31	$53,360
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$102,000
Administrative expenses (other) incurred	2011-12-31	$17,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-551,552
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,200,392
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$22,751,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$20,157,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$20,809,973
Interest on participant loans	2011-12-31	$18,881
Value of interest in common/collective trusts at end of year	2011-12-31	$1,397,374
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,199,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,434,321
Net investment gain or loss from common/collective trusts	2011-12-31	$40,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$349,326
Employer contributions (assets) at end of year	2011-12-31	$349,326
Employer contributions (assets) at beginning of year	2011-12-31	$378,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,458,576
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ZAJAC & PERRONE LLP
Accountancy firm EIN	2011-12-31	770423480
2010 : ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$202,722
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	$5,302,493
Total of all expenses incurred	2010-12-31	$1,462,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,444,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,631,740
Value of total assets at end of year	2010-12-31	$22,751,944
Value of total assets at beginning of year	2010-12-31	$18,709,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,855
Total interest from all sources	2010-12-31	$20,886
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$380,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$380,534
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,240,706
Participant contributions at end of year	2010-12-31	$310,922
Participant contributions at beginning of year	2010-12-31	$276,916
Participant contributions at end of year	2010-12-31	$53,360
Participant contributions at beginning of year	2010-12-31	$57,597
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$12,689
Administrative expenses (other) incurred	2010-12-31	$17,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,839,679
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$22,751,944
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,709,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$20,809,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$17,078,881
Interest on participant loans	2010-12-31	$20,886
Value of interest in common/collective trusts at end of year	2010-12-31	$1,199,344
Value of interest in common/collective trusts at beginning of year	2010-12-31	$914,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,228,602
Net investment gain or loss from common/collective trusts	2010-12-31	$40,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$378,345
Employer contributions (assets) at end of year	2010-12-31	$378,345
Employer contributions (assets) at beginning of year	2010-12-31	$381,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,444,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ZAJAC & PERRONE LLP
Accountancy firm EIN	2010-12-31	770423480
2009 : ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN

2016: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ACTUATE CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	ACTUATE CORPORATION
Employer identification number (EIN):	943193197
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2900660