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Filing

Aptitude Software Inc. 401(K) Plan

Aptitude Software Inc. • EIN 13-4107563 • Plan year 2000

Filing Insights

Participants

Up

0 → 2

2

Assets

Up

$0 → $7,601

$7,601

Investment Management Fee

-

Admin expenses - • Total expenses $733

Filing Details

Context
Net investment result
$7,601
Pension payor EIN
39-6629332

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024149$9,472,947$1,000,613$20,421iApproximate average salary by contribution assumption: employee only about $510,517 at 4% or $340,345 at 6%; with 50% employer match about $340,345 at 4% or $226,896 at 6%; with 100% employer match about $255,258 at 4% or $170,172 at 6%.
Aptitude Software Inc. 401(K) Plan-49$9,472,947$1,000,613$20,421iApproximate average salary by contribution assumption: employee only about $510,517 at 4% or $340,345 at 6%; with 50% employer match about $340,345 at 4% or $226,896 at 6%; with 100% employer match about $255,258 at 4% or $170,172 at 6%.
2023159$8,275,077$1,119,334$18,972iApproximate average salary by contribution assumption: employee only about $474,294 at 4% or $316,196 at 6%; with 50% employer match about $316,196 at 4% or $210,797 at 6%; with 100% employer match about $237,147 at 4% or $158,098 at 6%.
Aptitude Software Inc. 401(K) Plan-59$8,275,077$1,119,334$18,972iApproximate average salary by contribution assumption: employee only about $474,294 at 4% or $316,196 at 6%; with 50% employer match about $316,196 at 4% or $210,797 at 6%; with 100% employer match about $237,147 at 4% or $158,098 at 6%.
2022178$6,386,918$1,360,382$17,441iApproximate average salary by contribution assumption: employee only about $436,020 at 4% or $290,680 at 6%; with 50% employer match about $290,680 at 4% or $193,787 at 6%; with 100% employer match about $218,010 at 4% or $145,340 at 6%.
Aptitude Software Inc. 401(K) Plan-78$6,386,918$1,360,382$17,441iApproximate average salary by contribution assumption: employee only about $436,020 at 4% or $290,680 at 6%; with 50% employer match about $290,680 at 4% or $193,787 at 6%; with 100% employer match about $218,010 at 4% or $145,340 at 6%.
2021173$6,793,311$1,121,292$15,360iApproximate average salary by contribution assumption: employee only about $384,004 at 4% or $256,003 at 6%; with 50% employer match about $256,003 at 4% or $170,668 at 6%; with 100% employer match about $192,002 at 4% or $128,001 at 6%.
Aptitude Software Inc. 401(K) Plan-73$6,793,311$1,121,292$15,360iApproximate average salary by contribution assumption: employee only about $384,004 at 4% or $256,003 at 6%; with 50% employer match about $256,003 at 4% or $170,668 at 6%; with 100% employer match about $192,002 at 4% or $128,001 at 6%.
2020173$5,025,830$1,097,225$15,030iApproximate average salary by contribution assumption: employee only about $375,762 at 4% or $250,508 at 6%; with 50% employer match about $250,508 at 4% or $167,005 at 6%; with 100% employer match about $187,881 at 4% or $125,254 at 6%.
Aptitude Software Inc. 401(K) Plan-73$5,025,830$1,097,225$15,030iApproximate average salary by contribution assumption: employee only about $375,762 at 4% or $250,508 at 6%; with 50% employer match about $250,508 at 4% or $167,005 at 6%; with 100% employer match about $187,881 at 4% or $125,254 at 6%.
2019170$3,743,867$1,350,099$19,287iApproximate average salary by contribution assumption: employee only about $482,178 at 4% or $321,452 at 6%; with 50% employer match about $321,452 at 4% or $214,301 at 6%; with 100% employer match about $241,089 at 4% or $160,726 at 6%.
Aptitude Software Inc. 401(K) Plan-70$3,743,867$1,350,099$19,287iApproximate average salary by contribution assumption: employee only about $482,178 at 4% or $321,452 at 6%; with 50% employer match about $321,452 at 4% or $214,301 at 6%; with 100% employer match about $241,089 at 4% or $160,726 at 6%.
2018177$2,043,042$997,124$12,950iApproximate average salary by contribution assumption: employee only about $323,742 at 4% or $215,828 at 6%; with 50% employer match about $215,828 at 4% or $143,885 at 6%; with 100% employer match about $161,871 at 4% or $107,914 at 6%.
Aptitude Software Inc. 401(K) Plan-77$2,043,042$997,124$12,950iApproximate average salary by contribution assumption: employee only about $323,742 at 4% or $215,828 at 6%; with 50% employer match about $215,828 at 4% or $143,885 at 6%; with 100% employer match about $161,871 at 4% or $107,914 at 6%.
2017138$1,350,621$455,746$11,993iApproximate average salary by contribution assumption: employee only about $299,833 at 4% or $199,889 at 6%; with 50% employer match about $199,889 at 4% or $133,259 at 6%; with 100% employer match about $149,916 at 4% or $99,944 at 6%.
Aptitude Software Inc. 401(K) Plan-38$1,350,621$455,746$11,993iApproximate average salary by contribution assumption: employee only about $299,833 at 4% or $199,889 at 6%; with 50% employer match about $199,889 at 4% or $133,259 at 6%; with 100% employer match about $149,916 at 4% or $99,944 at 6%.
2016127$726,618$326,307$12,085iApproximate average salary by contribution assumption: employee only about $302,136 at 4% or $201,424 at 6%; with 50% employer match about $201,424 at 4% or $134,283 at 6%; with 100% employer match about $151,068 at 4% or $100,712 at 6%.
Aptitude Software Inc. 401(K) Plan-27$726,618$326,307$12,085iApproximate average salary by contribution assumption: employee only about $302,136 at 4% or $201,424 at 6%; with 50% employer match about $201,424 at 4% or $134,283 at 6%; with 100% employer match about $151,068 at 4% or $100,712 at 6%.
2015115$343,673$222,445$14,830iApproximate average salary by contribution assumption: employee only about $370,742 at 4% or $247,161 at 6%; with 50% employer match about $247,161 at 4% or $164,774 at 6%; with 100% employer match about $185,371 at 4% or $123,581 at 6%.
Aptitude Software Inc. 401(K) Plan-15$343,673$222,445$14,830iApproximate average salary by contribution assumption: employee only about $370,742 at 4% or $247,161 at 6%; with 50% employer match about $247,161 at 4% or $164,774 at 6%; with 100% employer match about $185,371 at 4% or $123,581 at 6%.
2014110$258,115$118,858$11,886iApproximate average salary by contribution assumption: employee only about $297,145 at 4% or $198,097 at 6%; with 50% employer match about $198,097 at 4% or $132,064 at 6%; with 100% employer match about $148,573 at 4% or $99,048 at 6%.
Aptitude Software Inc. 401(K) Plan-10$258,115$118,858$11,886iApproximate average salary by contribution assumption: employee only about $297,145 at 4% or $198,097 at 6%; with 50% employer match about $198,097 at 4% or $132,064 at 6%; with 100% employer match about $148,573 at 4% or $99,048 at 6%.
201347$558,421$145,685$20,812iApproximate average salary by contribution assumption: employee only about $520,304 at 4% or $346,869 at 6%; with 50% employer match about $346,869 at 4% or $231,246 at 6%; with 100% employer match about $260,152 at 4% or $173,435 at 6%.
Aptitude Software Inc. 401(K) Plan-7$319,815$102,390$14,627iApproximate average salary by contribution assumption: employee only about $365,679 at 4% or $243,786 at 6%; with 50% employer match about $243,786 at 4% or $162,524 at 6%; with 100% employer match about $182,839 at 4% or $121,893 at 6%.
Aptitude Software Inc. 401(K) Plan-1$136,152$22,324$22,324iApproximate average salary by contribution assumption: employee only about $558,100 at 4% or $372,067 at 6%; with 50% employer match about $372,067 at 4% or $248,044 at 6%; with 100% employer match about $279,050 at 4% or $186,033 at 6%.
Aptitude Software Inc. 401(K) Plan-1$87,117$20,971$20,971iApproximate average salary by contribution assumption: employee only about $524,275 at 4% or $349,517 at 6%; with 50% employer match about $349,517 at 4% or $233,011 at 6%; with 100% employer match about $262,138 at 4% or $174,758 at 6%.
Aptitude Software Inc. 401(K) Plan-1$15,337$0-
201226$331,336$85,796$14,299iApproximate average salary by contribution assumption: employee only about $357,483 at 4% or $238,322 at 6%; with 50% employer match about $238,322 at 4% or $158,881 at 6%; with 100% employer match about $178,742 at 4% or $119,161 at 6%.
Aptitude Software Inc. 401(K) Plan-6$179,182$85,796$14,299iApproximate average salary by contribution assumption: employee only about $357,483 at 4% or $238,322 at 6%; with 50% employer match about $238,322 at 4% or $158,881 at 6%; with 100% employer match about $178,742 at 4% or $119,161 at 6%.
Aptitude Software Inc. 401(K) Plan-1$152,154$0-
201126$212,232$55,500$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
Aptitude Software Inc. 401(K) Plan-1$134,410$0-
Aptitude Software Inc. 401(K) Plan-6$77,822$55,500$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
201023$169,124$20,557$6,852iApproximate average salary by contribution assumption: employee only about $171,308 at 4% or $114,206 at 6%; with 50% employer match about $114,206 at 4% or $76,137 at 6%; with 100% employer match about $85,654 at 4% or $57,103 at 6%.
Aptitude Software Inc. 401(K) Plan-1$146,130$0-
Aptitude Software Inc. 401(K) Plan-3$22,994$20,557$6,852iApproximate average salary by contribution assumption: employee only about $171,308 at 4% or $114,206 at 6%; with 50% employer match about $114,206 at 4% or $76,137 at 6%; with 100% employer match about $85,654 at 4% or $57,103 at 6%.
200410$43,845$17,656-
Aptitude Software Inc. 401(K) Plan-0$43,845$17,656-
200310$19,856$745-
Aptitude Software Inc. 401(K) Plan-0$19,856$745-
200113$37,446$33,474$11,158iApproximate average salary by contribution assumption: employee only about $278,950 at 4% or $185,967 at 6%; with 50% employer match about $185,967 at 4% or $123,978 at 6%; with 100% employer match about $139,475 at 4% or $92,983 at 6%.
Aptitude Software Inc. 401(K) Plan-3$37,446$33,474$11,158iApproximate average salary by contribution assumption: employee only about $278,950 at 4% or $185,967 at 6%; with 50% employer match about $185,967 at 4% or $123,978 at 6%; with 100% employer match about $139,475 at 4% or $92,983 at 6%.
200012$7,601$8,945$4,473iApproximate average salary by contribution assumption: employee only about $111,813 at 4% or $74,542 at 6%; with 50% employer match about $74,542 at 4% or $49,694 at 6%; with 100% employer match about $55,906 at 4% or $37,271 at 6%.
Aptitude Software Inc. 401(K) PlanCurrent2$7,601$8,945$4,473iApproximate average salary by contribution assumption: employee only about $111,813 at 4% or $74,542 at 6%; with 50% employer match about $74,542 at 4% or $49,694 at 6%; with 100% employer match about $55,906 at 4% or $37,271 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$7,601$7,601 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$7,601Increase +$7,601
Total liabilities$0$0No change $0
Net assets$0$7,601Increase +$7,601

Contributions

Employer contributions$3,375
Participant contributions$5,570
Other contributions$0

Income & Expenses

Total income$8,334
Total expenses$733
Net income$7,601
Source fields
Schedule I source fields
Filing Id
84037353287521
Schedule I EIN
13-4107563
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-03-14
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$7,601
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$7,601
Small plan employer contributions
$3,375
Small plan participant contributions
$5,570
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-611
Small plan total income
$8,334
Small plan total benefit distributions
$733
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$733
Small plan net income or loss
$7,601
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$10,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN39-6629332

Transfers

Distributed property value$0
Schedule R source fields
Payor 39-6629332
Filing Id
84037353287521
Schedule R EIN
13-4107563
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-03-14
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
39-6629332
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0