Civic Intelligence
Filing

Larson Software Technology 401K Plan

Larson Software Technology • EIN 76-0090790 • Plan year 2005

Filing Insights

Participants

Down

6 → 0

-6 • -100.00%

Assets

Down

$63,597 → $0

-$63,597 • -100.00%

Investment Management Fee

-

Admin expenses - • Total expenses $869

Filing Details

Context
Net investment result
$-1,777

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

Yes

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 PlanCurrent0---
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 Plan-5$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 A

Row 1
Filing Id
84037008137308
Form Id
85451521
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020378008137050002
Ins Broker 01 Name
MARK J. STEVENSON
Ins Broker 01 Street Addr
917 PRINCE STREET
Ins Broker 01 City
ALEXANDRIA
Ins Broker 01 State
VA
Ins Broker 01 ZIP Code
22314
Ins Broker Comm Pd 01 Amount
$25
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: TRANSAMERICA LIFE INSURANCE COMPANY
Filing Id
84037008137308
Form Id
85451521
Schedule A EIN
76-0090790
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2005-01-01
Schedule A Tax Period
20050131
Ins Carrier Name
TRANSAMERICA LIFE INSURANCE COMPANY
Ins Carrier EIN
39-0989781
Ins Carrier Naic Code
86231
Ins Contract Num
986656-000
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2005-01-01
Ins Policy To Date
2005-01-31
Ins Broker Comm Total Amount
$25
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
3
Pension End Prev Bal Amount
$361
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$1
Pension Total Bal Addn Amount
$362
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$5
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$357
Pension Oth Ded Text
SURRENDER
Pension Total Ded Amount
$362
Pension End of year Bal Amount
$0
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
84037008137308
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020378008137050003
Row 2
Filing Id
84037008137308
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
EQUITY
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781101
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 3
Filing Id
84037008137308
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
TEMPLETON FOREIGN
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781143
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 4
Filing Id
84037008137308
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
TI AMERICAN FUNDS FUNDAMENTAL
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781617
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 5
Filing Id
84037008137308
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
TI AMERICAN FUNDS GROWTH FUND OF AM
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781623
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 6
Filing Id
84037008137308
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
TI MUTUAL SHARES
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781625
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 7
Filing Id
84037008137308
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
TI FIDELITY ADVISOR MID CAP
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781626
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 8
Filing Id
84037008137308
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
TI FRANKLIN FLEX CAP GROWTH
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781628
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 9
Filing Id
84037008137308
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
LOOMIS SAYLES BOND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781150
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 10
Filing Id
84037008137308
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
GROWTH OPPORTUNITIES
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781167
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 11
Filing Id
84037008137308
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
INTERNATIONAL EQUITY
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781389
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 12
Filing Id
84037008137308
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
MID-CAP VALUE
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781427
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 13
Filing Id
84037008137308
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
VALUE & INCOME
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781428
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 14
Filing Id
84037008137308
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
TI FRANKLIN REAL ESTATE SEC
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781441
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 15
Filing Id
84037008137308
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
TI FIDELITY ADVISOR SMALL CAP
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781445
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 16
Filing Id
84037008137308
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
5020378008137050003
DFE P1 Entity 01 Name
SMALL CAP VALUE
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781535
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 17
Filing Id
84037008137308
Schedule D EIN
76-0090790
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2005-01-01
Schedule D Tax Period
20050131

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$0-$63,597 change

Balance Sheet

Beginning and end of plan year.

Total assets$63,597$0Decrease -$63,597 (-100.00%)
Total liabilities$0$0No change $0
Net assets$63,597$0Decrease -$63,597 (-100.00%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$-908
Total expenses$869
Net income$-1,777
Source fields
Schedule I source fields
Filing Id
84037008137308
Schedule I EIN
76-0090790
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20050131
Small plan total assets at beginning of year
$63,597
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$63,597
Small plan total assets at end of year
$0
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$0
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-908
Small plan total income
$-908
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$869
Small plan total expenses
$869
Small plan net income or loss
$-1,777
Small Total Plan Transfers Amount
$-61,820
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
Yes
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0
Small Plan Transfer 01 Name
ADMINISTAFF 401K PLAN
Small Plan Transfer 01 EIN
76-0178498
Small Plan Transfer 01 Plan number
001