Civic Intelligence
Filing

Larson Software Technology 401K Plan

Larson Software Technology • EIN 76-0090790 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

6 → 5

-1 • -16.67%

Assets

Up

$33,674 → $43,349

$9,675 • 28.73%

Investment Management Fee

-

Admin expenses - • Total expenses $7,794

Filing Details

Context
Net investment result
$9,675
Pension payor EIN
04-2447211

Status Flags

Fidelity bond in place

No

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
200510$0$0-
Larson Software Technology 401K Plan-0---
200415$63,597$14,638$2,928iApproximate average salary by contribution assumption: employee only about $73,190 at 4% or $48,793 at 6%; with 50% employer match about $48,793 at 4% or $32,529 at 6%; with 100% employer match about $36,595 at 4% or $24,397 at 6%.
Larson Software Technology 401K Plan-5$63,597$14,638$2,928iApproximate average salary by contribution assumption: employee only about $73,190 at 4% or $48,793 at 6%; with 50% employer match about $48,793 at 4% or $32,529 at 6%; with 100% employer match about $36,595 at 4% or $24,397 at 6%.
200010$0$0-
Larson Software Technology 401K Plan-0---
199915$43,349$9,068$1,814iApproximate average salary by contribution assumption: employee only about $45,340 at 4% or $30,227 at 6%; with 50% employer match about $30,227 at 4% or $20,151 at 6%; with 100% employer match about $22,670 at 4% or $15,113 at 6%.
Larson Software Technology 401K PlanCurrent5$43,349$9,068$1,814iApproximate average salary by contribution assumption: employee only about $45,340 at 4% or $30,227 at 6%; with 50% employer match about $30,227 at 4% or $20,151 at 6%; with 100% employer match about $22,670 at 4% or $15,113 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
56037109159041
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371109159040002
DFE P1 Entity 01 Name
RTF GROWTH & INCOME
DFE P1 Spons 01 Name
LASALLE BANK, N.A.
DFE P1 Plan 01 EIN Plan number
367116949000
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$17,728
Row 2
Filing Id
56037109159041
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371109159040002
Row 3
Filing Id
56037109159041
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
10371109159040002
DFE P1 Entity 01 Name
RTF SMALL CAP GROWTH
DFE P1 Spons 01 Name
LASALLE BANK, N.A.
DFE P1 Plan 01 EIN Plan number
367116950000
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$25,621

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$43,349$9,675 change

Balance Sheet

Beginning and end of plan year.

Total assets$33,674$43,349Increase +$9,675 (28.73%)
Total liabilities$0$0No change $0
Net assets$33,674$43,349Increase +$9,675 (28.73%)

Contributions

Employer contributions$0
Participant contributions$9,068
Other contributions$0

Income & Expenses

Total income$17,469
Total expenses$7,794
Net income$9,675
Source fields
Schedule I source fields
Filing Id
56037109159041
Schedule I EIN
76-0090790
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$33,674
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$33,674
Small plan total assets at end of year
$43,349
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$43,349
Small plan employer contributions
$0
Small plan participant contributions
$9,068
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$8,401
Small plan total income
$17,469
Small plan total benefit distributions
$7,524
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$270
Small plan total expenses
$7,794
Small plan net income or loss
$9,675
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
No
Small plan fidelity bond amount
$0
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 EIN04-2447211

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-2447211
Filing Id
56037109159041
Schedule R EIN
76-0090790
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-2447211
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0