Fidelity bond in place
Yes
Aptitude Software Inc. • EIN 13-4107563 • Plan year 2000
Participants
Up0 → 2
2
Assets
Up$0 → $7,601
$7,601
Investment Management Fee
-
Admin expenses - • Total expenses $733
Filing Details
ContextStatus 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
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 4 | 7 | $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 | - |
| 2012 | 2 | 6 | $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 | - |
| 2011 | 2 | 6 | $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%. |
| 2010 | 2 | 3 | $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%. |
| 2004 | 1 | 0 | $43,845 | $17,656 | - |
| Aptitude Software Inc. 401(K) Plan | - | 0 | $43,845 | $17,656 | - |
| 2003 | 1 | 0 | $19,856 | $745 | - |
| Aptitude Software Inc. 401(K) Plan | - | 0 | $19,856 | $745 | - |
| 2001 | 1 | 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%. |
| 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%. |
| 2000 | 1 | 2 | $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) Plan | Current | 2 | $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 I Financial Statement
Balance sheet and activity values reported by the filer for this small-plan annual return.
Beginning and end of plan year.
Schedule R Pension Information
Testing, payor, opinion-letter, and transfer information reported with the filing.