Civic Intelligence
Filing

Migration Software Savings and Retirement Plan

Migration Software Systems Ltd. • EIN 77-0226388 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Down

56 → 37

-19 • -33.93%

Assets

Down

$2,396,927 → $1,675,525

-$721,402 • -30.10%

Investment Management Fee

-

Admin expenses - • Total expenses $556,542

Filing Details

Context
Net investment result
$-721,402
Pension payor EIN
06-1332405

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 PlanCurrent37$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 Plan-75$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
84037344063302
Form Id
23173427
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372344063050002
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
$3,799
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037344063302
Form Id
23173427
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
1020372344063050002
Ins Broker 01 Name
RON FELICE ENTERPRISES, INC.
Ins Broker 01 Street Addr
738 NORTH FIRST ST #202
Ins Broker 01 City
SAN JOSE
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
95112
Ins Broker Comm Pd 01 Amount
$6,188
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: CONNECTICUT GENERAL LIFE INS CO
Filing Id
84037344063302
Form Id
23173427
Schedule A EIN
77-0226388
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
CONNECTICUT GENERAL LIFE INS CO
Ins Carrier EIN
06-0303370
Ins Carrier Naic Code
62308
Ins Contract Num
37200-001
Ins Prsn Covered End of year Count
53
Ins Policy From Date
2001-01-01
Ins Policy To Date
2001-12-31
Ins Broker Comm Total Amount
$9,987
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$155,908
Pension End of year Sep Account Amount
$1,472,140
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
$117,120
Pension Contribution Dep Amount
$16,113
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$6,579
Pension Transfer From Amount
$36,462
Pension Other Amount
$12,288
Pension Other Text
LOAN REPAYMENTS, FORFEITURES
Pension Total Additions Amount
$71,442
Pension Total Bal Addn Amount
$188,562
Pension Bnfts Dsbrsd Amount
$19,361
Pension Admin Chrg Amount
$166
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$13,127
Pension Oth Ded Text
FORFEITURES, PRIOR YEAR PENDING $
Pension Total Ded Amount
$32,654
Pension End of year Bal Amount
$155,908
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
84037344063302
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372344063050003
Row 2
Filing Id
84037344063302
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
IGNA LIFETIME60
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370170
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 3
Filing Id
84037344063302
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
IGNALIFETIME50
DFE P1 Spons 01 Name
CONNECTICUTGENERALLIFEINSCO
DFE P1 Plan 01 EIN Plan number
260303370169
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$9,287
Row 4
Filing Id
84037344063302
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
FID 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
$295,528
Row 5
Filing Id
84037344063302
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
DREYUS FOUNDERS GROWTH ACCT
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
$369,004
Row 6
Filing Id
84037344063302
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
CREDIT SUISSE EMERG GROWTH
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370075
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,662
Row 7
Filing Id
84037344063302
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
1020372344063050003
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
$46,288
Row 8
Filing Id
84037344063302
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
1020372344063050003
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
$26,741
Row 9
Filing Id
84037344063302
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
1020372344063050003
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
$36,483
Row 10
Filing Id
84037344063302
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
AIM CONSTELLATION ACCOUNT
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370059
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$13,112
Row 11
Filing Id
84037344063302
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
1020372344063050003
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
$53,946
Row 12
Filing Id
84037344063302
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
1020372344063050003
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
$137,532
Row 13
Filing Id
84037344063302
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
19
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
CREDIT SUISSE INTERNATIONAL EQ
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
$883
Row 14
Filing Id
84037344063302
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
IGNALIFETIME40
DFE P1 Spons 01 Name
CONNECTICUTGENERALLIFEINSCO
DFE P1 Plan 01 EIN Plan number
060303370168
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$522
Row 15
Filing Id
84037344063302
Page Id
2
Page Seq
2
Page Row Num
5
Row Num
20
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
TEMPLETON FOREIGN ACCOUNT
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370080
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$12,552
Row 16
Filing Id
84037344063302
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
IGNALIFETIME30
DFE P1 Spons 01 Name
ONNECTICUTGENERALLIFEINSCO
DFE P1 Plan 01 EIN Plan number
060303370167
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$18,673
Row 17
Filing Id
84037344063302
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
CIGNA LIFETIME20
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370166
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 18
Filing Id
84037344063302
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
BALANCED I/WELLINGTON MGMT.
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
$54,371
Row 19
Filing Id
84037344063302
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
DREY FOUNDERS BALANCED ACCT
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370086
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$898
Row 20
Filing Id
84037344063302
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
S&P 500 INDEX
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
$334,406
Row 21
Filing Id
84037344063302
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
NEUB BERMAN GUARD TRUST CLASS
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370090
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,021
Row 22
Filing Id
84037344063302
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
1020372344063050003
DFE P1 Entity 01 Name
CREDIT SUISSE STRATEGIC VALUE
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
060303370099
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$42,231
Row 23
Filing Id
84037344063302
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2001-01-01
Schedule D Tax Period
20011231

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$1,675,525-$721,402 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,396,927$1,675,525Decrease -$721,402 (-30.10%)
Total liabilities$0$0No change $0
Net assets$2,396,927$1,675,525Decrease -$721,402 (-30.10%)

Contributions

Employer contributions$0
Participant contributions$188,642
Other contributions$67,809

Income & Expenses

Total income$-164,860
Total expenses$556,542
Net income$-721,402
Source fields
Schedule I source fields
Filing Id
84037344063302
Schedule I EIN
77-0226388
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$2,396,927
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$2,396,927
Small plan total assets at end of year
$1,675,525
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,675,525
Small plan employer contributions
$0
Small plan participant contributions
$188,642
Small Oth Contribution Rcvd Amount
$67,809
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-421,311
Small plan total income
$-164,860
Small plan total benefit distributions
$552,973
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$3,569
Small plan total expenses
$556,542
Small plan net income or loss
$-721,402
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
$47,477
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
Waiver Annual Iqpa Report
1
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 EIN06-1332405

Transfers

Distributed property value$0
Schedule R source fields
Payor 06-1332405
Filing Id
84037344063302
Schedule R EIN
77-0226388
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
06-1332405
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0