Civic Intelligence
Filing

Abbasoft Technolgies 401K Profit Sharing Plan

Abbasoft Technologies • EIN 33-0252174 • Plan year 2000

Filing Insights

Participants

Down

18 → 16

-2 • -11.11%

Assets

Down

$182,330 → $168,672

-$13,658 • -7.49%

Investment Management Fee

-

Admin expenses - • Total expenses $29,817

Filing Details

Context
Net investment result
$-13,658
Pension payor EIN
33-6178346

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
200910$0$11,165-
Abbasoft Technolgies 401K Profit Sharing Plan-0$0$11,165-
200816$299,046$40,609$6,768iApproximate average salary by contribution assumption: employee only about $169,204 at 4% or $112,803 at 6%; with 50% employer match about $112,803 at 4% or $75,202 at 6%; with 100% employer match about $84,602 at 4% or $56,401 at 6%.
Abbasoft Technolgies 401K Profit Sharing Plan-6$299,046$40,609$6,768iApproximate average salary by contribution assumption: employee only about $169,204 at 4% or $112,803 at 6%; with 50% employer match about $112,803 at 4% or $75,202 at 6%; with 100% employer match about $84,602 at 4% or $56,401 at 6%.
200716$0$0-
Abbasoft Technolgies 401K Profit Sharing Plan-6---
200615$404,562$47,290$9,458iApproximate average salary by contribution assumption: employee only about $236,450 at 4% or $157,633 at 6%; with 50% employer match about $157,633 at 4% or $105,089 at 6%; with 100% employer match about $118,225 at 4% or $78,817 at 6%.
Abbasoft Technolgies 401K Profit Sharing Plan-5$404,562$47,290$9,458iApproximate average salary by contribution assumption: employee only about $236,450 at 4% or $157,633 at 6%; with 50% employer match about $157,633 at 4% or $105,089 at 6%; with 100% employer match about $118,225 at 4% or $78,817 at 6%.
200517$324,944$44,058$6,294iApproximate average salary by contribution assumption: employee only about $157,350 at 4% or $104,900 at 6%; with 50% employer match about $104,900 at 4% or $69,933 at 6%; with 100% employer match about $78,675 at 4% or $52,450 at 6%.
Abbasoft Technolgies 401K Profit Sharing Plan-7$324,944$44,058$6,294iApproximate average salary by contribution assumption: employee only about $157,350 at 4% or $104,900 at 6%; with 50% employer match about $104,900 at 4% or $69,933 at 6%; with 100% employer match about $78,675 at 4% or $52,450 at 6%.
200418$265,076$31,505$3,938iApproximate average salary by contribution assumption: employee only about $98,453 at 4% or $65,635 at 6%; with 50% employer match about $65,635 at 4% or $43,757 at 6%; with 100% employer match about $49,227 at 4% or $32,818 at 6%.
Abbasoft Technolgies 401K Profit Sharing Plan-8$265,076$31,505$3,938iApproximate average salary by contribution assumption: employee only about $98,453 at 4% or $65,635 at 6%; with 50% employer match about $65,635 at 4% or $43,757 at 6%; with 100% employer match about $49,227 at 4% or $32,818 at 6%.
200319$214,211$33,271$3,697iApproximate average salary by contribution assumption: employee only about $92,419 at 4% or $61,613 at 6%; with 50% employer match about $61,613 at 4% or $41,075 at 6%; with 100% employer match about $46,210 at 4% or $30,806 at 6%.
Abbasoft Technolgies 401K Profit Sharing Plan-9$214,211$33,271$3,697iApproximate average salary by contribution assumption: employee only about $92,419 at 4% or $61,613 at 6%; with 50% employer match about $61,613 at 4% or $41,075 at 6%; with 100% employer match about $46,210 at 4% or $30,806 at 6%.
200218$144,511$38,011$4,751iApproximate average salary by contribution assumption: employee only about $118,784 at 4% or $79,190 at 6%; with 50% employer match about $79,190 at 4% or $52,793 at 6%; with 100% employer match about $59,392 at 4% or $39,595 at 6%.
Abbasoft Technolgies 401K Profit Sharing Plan-8$144,511$38,011$4,751iApproximate average salary by contribution assumption: employee only about $118,784 at 4% or $79,190 at 6%; with 50% employer match about $79,190 at 4% or $52,793 at 6%; with 100% employer match about $59,392 at 4% or $39,595 at 6%.
2001113$0$0-
Abbasoft Technolgies 401K Profit Sharing Plan-13---
2000116$168,672$38,744$2,422iApproximate average salary by contribution assumption: employee only about $60,538 at 4% or $40,358 at 6%; with 50% employer match about $40,358 at 4% or $26,906 at 6%; with 100% employer match about $30,269 at 4% or $20,179 at 6%.
Abbasoft Technolgies 401K Profit Sharing PlanCurrent16$168,672$38,744$2,422iApproximate average salary by contribution assumption: employee only about $60,538 at 4% or $40,358 at 6%; with 50% employer match about $40,358 at 4% or $26,906 at 6%; with 100% employer match about $30,269 at 4% or $20,179 at 6%.
1999118$182,330$47,952$2,664iApproximate average salary by contribution assumption: employee only about $66,600 at 4% or $44,400 at 6%; with 50% employer match about $44,400 at 4% or $29,600 at 6%; with 100% employer match about $33,300 at 4% or $22,200 at 6%.
Abbasoft Technolgies 401K Profit Sharing Plan-18$182,330$47,952$2,664iApproximate average salary by contribution assumption: employee only about $66,600 at 4% or $44,400 at 6%; with 50% employer match about $44,400 at 4% or $29,600 at 6%; with 100% employer match about $33,300 at 4% or $22,200 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037140026312
Form Id
15774567
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20372140026060002
Ins Broker 01 Name
FMN CAPITAL CORPORATION
Ins Broker 01 Street Addr
24411 RIDGE ROUTE DRIVE, SUITE 220
Ins Broker 01 City
LAGUNA HILLS
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
92653
Ins Broker Comm Pd 01 Amount
$331
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037140026312
Form Id
15774567
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
20372140026060002
Ins Broker 01 Name
BART ZANDBERGEN - COLWIN FINCL SVCS
Ins Broker 01 Street Addr
24411 RIDGE ROUTE DRIVE, STE 220
Ins Broker 01 City
LAGUNA HILLS
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
92653
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: AETNA LIFE INSURANCE AND ANNUITY COMPANY
Filing Id
84037140026312
Form Id
15774567
Schedule A EIN
33-0252174
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
AETNA LIFE INSURANCE AND ANNUITY COMPANY
Ins Carrier EIN
71-0294708
Ins Carrier Naic Code
86509
Ins Contract Num
PH8091
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-01-01
Ins Broker Comm Total Amount
$331
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GROUP PENSION FUNDING
Pension End Prev Bal Amount
$6,898
Pension Contribution Dep Amount
$45,913
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$495
Pension Transfer From Amount
$32,426
Pension Other Amount
$0
Pension Total Additions Amount
$78,834
Pension Total Bal Addn Amount
$85,732
Pension Bnfts Dsbrsd Amount
$29,817
Pension Admin Chrg Amount
$105
Pension Transfer To Amount
$43,800
Pension Oth Ded Amount
$654
Pension Total Ded Amount
$74,376
Pension End of year Bal Amount
$11,356
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037140026312
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20372140026060003
Row 2
Filing Id
84037140026312
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20372140026060003
DFE P1 Entity 01 Name
AETNA MONEY MARKET VP
DFE P1 Spons 01 Name
AETNA LIFE INSURANCE AND ANNUITY CO
DFE P1 Plan 01 EIN Plan number
710294708000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,749
Row 3
Filing Id
84037140026312
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
20372140026060003
DFE P1 Entity 01 Name
AETNA FIXED ACCOUNT
DFE P1 Spons 01 Name
AETNA LIFE INSURANCE AND ANNUITY CO
DFE P1 Plan 01 EIN Plan number
710294708000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,357
Row 4
Filing Id
84037140026312
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
20372140026060003
DFE P1 Entity 01 Name
PPI SCUDDER INTL GROWTH PORTFOLIO
DFE P1 Spons 01 Name
AETNA LIFE INSURANCE AND ANNUITY CO
DFE P1 Plan 01 EIN Plan number
710294708000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$16,547
Row 5
Filing Id
84037140026312
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
20372140026060003
DFE P1 Entity 01 Name
PPI MFS RESEARCH GROWTH PORTFOLIO
DFE P1 Spons 01 Name
AETNA LIFE INSURANCE AND ANNUITY CO
DFE P1 Plan 01 EIN Plan number
710294708000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$34,954
Row 6
Filing Id
84037140026312
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
20372140026060003
DFE P1 Entity 01 Name
PPI MFS EMERGING EQUITIES PORTFOLIO
DFE P1 Spons 01 Name
AETNA LIFE INSURANCE AND ANNUITY CO
DFE P1 Plan 01 EIN Plan number
710294708000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$15,325
Row 7
Filing Id
84037140026312
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
20372140026060003
DFE P1 Entity 01 Name
JANUS ASPEN GROWTH PORTFOLIO
DFE P1 Spons 01 Name
AETNA LIFE INSURANCE AND ANNUITY CO
DFE P1 Plan 01 EIN Plan number
710294708000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$48,659
Row 8
Filing Id
84037140026312
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
20372140026060003
DFE P1 Entity 01 Name
JANUS ASPEN BALANCED PORTFOLIO
DFE P1 Spons 01 Name
AETNA LIFE INSURANCE AND ANNUITY CO
DFE P1 Plan 01 EIN Plan number
710294708000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$33,430

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$168,672-$13,658 change

Balance Sheet

Beginning and end of plan year.

Total assets$182,330$168,672Decrease -$13,658 (-7.49%)
Total liabilities$0$0No change $0
Net assets$182,330$168,672Decrease -$13,658 (-7.49%)

Contributions

Employer contributions$3,371
Participant contributions$35,373
Other contributions$0

Income & Expenses

Total income$16,159
Total expenses$29,817
Net income$-13,658
Source fields
Schedule I source fields
Filing Id
84037140026312
Schedule I EIN
33-0252174
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$182,330
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$182,330
Small plan total assets at end of year
$168,672
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$168,672
Small plan employer contributions
$3,371
Small plan participant contributions
$35,373
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-22,585
Small plan total income
$16,159
Small plan total benefit distributions
$29,817
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$29,817
Small plan net income or loss
$-13,658
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
$25,000
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 EIN33-6178346

Transfers

Distributed property value$0
Schedule R source fields
Payor 33-6178346
Filing Id
84037140026312
Schedule R EIN
33-0252174
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
33-6178346
Pension Payor 02 EIN
71-0294708
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Abbasoft Technolgies 401K Profit Sharing Plan | Abbasoft Technologies | Plan 001 | 2000 Form 5500 Filing