Civic Intelligence
Filing

Migration Software Savings and Retirement Plan

Migration Software Systems Ltd. • EIN 77-0226388 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Up

38 → 75

37 • 97.37%

Assets

Up

$2,052,709 → $2,690,897

$638,188 • 31.09%

Investment Management Fee

-

Admin expenses - • Total expenses $139,728

Filing Details

Context
Net investment result
$638,188
Pension payor EIN
06-0303370

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
200514$617,628$0-
Migration Software Savings and Retirement Plan-4$617,628--
200217$1,040,799$81,039$11,577iApproximate average salary by contribution assumption: employee only about $289,425 at 4% or $192,950 at 6%; with 50% employer match about $192,950 at 4% or $128,633 at 6%; with 100% employer match about $144,713 at 4% or $96,475 at 6%.
Migration Software Savings and Retirement Plan-7$1,040,799$81,039$11,577iApproximate average salary by contribution assumption: employee only about $289,425 at 4% or $192,950 at 6%; with 50% employer match about $192,950 at 4% or $128,633 at 6%; with 100% employer match about $144,713 at 4% or $96,475 at 6%.
2001137$1,675,525$256,451$6,931iApproximate average salary by contribution assumption: employee only about $173,278 at 4% or $115,518 at 6%; with 50% employer match about $115,518 at 4% or $77,012 at 6%; with 100% employer match about $86,639 at 4% or $57,759 at 6%.
Migration Software Savings and Retirement Plan-37$1,675,525$256,451$6,931iApproximate average salary by contribution assumption: employee only about $173,278 at 4% or $115,518 at 6%; with 50% employer match about $115,518 at 4% or $77,012 at 6%; with 100% employer match about $86,639 at 4% or $57,759 at 6%.
2000140$2,396,927$336,318$8,408iApproximate average salary by contribution assumption: employee only about $210,199 at 4% or $140,133 at 6%; with 50% employer match about $140,133 at 4% or $93,422 at 6%; with 100% employer match about $105,099 at 4% or $70,066 at 6%.
Migration Software Savings and Retirement Plan-40$2,396,927$336,318$8,408iApproximate average salary by contribution assumption: employee only about $210,199 at 4% or $140,133 at 6%; with 50% employer match about $140,133 at 4% or $93,422 at 6%; with 100% employer match about $105,099 at 4% or $70,066 at 6%.
1999175$2,690,897$329,882$4,398iApproximate average salary by contribution assumption: employee only about $109,961 at 4% or $73,307 at 6%; with 50% employer match about $73,307 at 4% or $48,871 at 6%; with 100% employer match about $54,980 at 4% or $36,654 at 6%.
Migration Software Savings and Retirement PlanCurrent75$2,690,897$329,882$4,398iApproximate average salary by contribution assumption: employee only about $109,961 at 4% or $73,307 at 6%; with 50% employer match about $73,307 at 4% or $48,871 at 6%; with 100% employer match about $54,980 at 4% or $36,654 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037089174311
Form Id
3387778
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371089174060002
Ins Broker 01 Name
SEDGWICK NOBLE LOWNDES
Ins Broker 01 Street Addr
160 SPEAR STREET
Ins Broker 01 City
SAN FRANCISCO
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
94105
Ins Broker Comm Pd 01 Amount
$4,700
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
56037089174311
Form Id
3387778
Schedule A EIN
77-0226388
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$83,700
Pension End of year Sep Account Amount
$2,491,137
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
GUARANTEED GENERAL ACCOUNT CONTRACT
Pension End Prev Bal Amount
$48,512
Pension Contribution Dep Amount
$13,910
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$3,101
Pension Transfer From Amount
$0
Pension Other Amount
$50,034
Pension Other Text
TRANSFERRED ASSETS,NONVESTED
Pension Total Additions Amount
$67,045
Pension Total Bal Addn Amount
$115,557
Pension Bnfts Dsbrsd Amount
$12,204
Pension Admin Chrg Amount
$35
Pension Transfer To Amount
$16,459
Pension Oth Ded Amount
$3,159
Pension Oth Ded Text
NONVESTED,FORFEITURES
Pension Total Ded Amount
$31,857
Pension End of year Bal Amount
$83,700
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
56037089174311
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371089174060003
DFE P1 Plan Interest End of year 01 Amount
$0
Row 2
Filing Id
56037089174311
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371089174060003
Row 3
Filing Id
56037089174311
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
CIGNA LIFETIME 40
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370168
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,721
Row 4
Filing Id
56037089174311
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
TEMPLETON GROWTH ACCOUNT
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370079
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,094
Row 5
Filing Id
56037089174311
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
JANUS WORLDWIDE ACCOUNT
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370070
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$164,458
Row 6
Filing Id
56037089174311
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
WARBURG PINCUS ADV INTL EQUITY
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370072
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$257
Row 7
Filing Id
56037089174311
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
CIGNA LIFETIME 30
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370167
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,790
Row 8
Filing Id
56037089174311
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
CHTR BALANCED FUND 1-INVESCO
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370084
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$60,833
Row 9
Filing Id
56037089174311
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
CHTR LARGE CO STK INDEX-CIGNA
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370123
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$759,209
Row 10
Filing Id
56037089174311
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
FIDELITY ADV GROWTH OPPORTUNITIES
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370044
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$686,476
Row 11
Filing Id
56037089174311
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
DREYFUS FOUNDERS GROWTH ACCOUNT
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370083
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$742,684
Row 12
Filing Id
56037089174311
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
PBHG GROWTH ACCOUNT
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370073
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$20,977
Row 13
Filing Id
56037089174311
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
AMERICAN CENTURY ULTRA ACCOUNT
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370108
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$19,437
Row 14
Filing Id
56037089174311
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
20371089174060003
DFE P1 Entity 01 Name
INVESCO DYNAMICS
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370096
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$24,201
Row 15
Filing Id
56037089174311
Schedule D EIN
77-0226388
Schedule D Plan number
001
Schedule D Plan Year Begin Date
1999-01-01
Schedule D Tax Period
19991231

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$2,690,897$638,188 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,052,709$2,690,897Increase +$638,188 (31.09%)
Total liabilities$0$0No change $0
Net assets$2,052,709$2,690,897Increase +$638,188 (31.09%)

Contributions

Employer contributions$94,325
Participant contributions$235,557
Other contributions$0

Income & Expenses

Total income$777,916
Total expenses$139,728
Net income$638,188
Source fields
Schedule I source fields
Filing Id
56037089174311
Schedule I EIN
77-0226388
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
$2,052,709
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$2,052,709
Small plan total assets at end of year
$2,690,897
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,690,897
Small plan employer contributions
$94,325
Small plan participant contributions
$235,557
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$448,034
Small plan total income
$777,916
Small plan total benefit distributions
$132,036
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
4121
Small Oth Expenses Amount
$3,571
Small plan total expenses
$139,728
Small plan net income or loss
$638,188
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
Yes
Small Mortg Participants End of year Amount
$116,060
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
$100,000
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 EIN06-0303370

Transfers

Distributed property value$0
Schedule R source fields
Payor 06-0303370
Filing Id
56037089174311
Schedule R EIN
77-0226388
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
06-0303370
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0