Civic Intelligence
Filing

Solution Sources Programming I 401(K) Profit Sharing Plan & Trust

Solution Sources Programming I • EIN 77-0313349 • San Jose, CA • Plan year 2008

1600 N 4th StSan Jose, CA 95112-4613
Filing Insights

Participants

Down

12 → 7

-5 • -41.67%

Assets

Down

$1,000,942 → $658,153

-$342,789 • -34.25%

Investment Management Fee

-

Admin expenses - • Total expenses $66,485

Filing Details

Context
Net investment result
$-342,789
Pension payor EIN
95-6817943

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
2024115$6,412,354$306,752$20,450iApproximate average salary by contribution assumption: employee only about $511,253 at 4% or $340,836 at 6%; with 50% employer match about $340,836 at 4% or $227,224 at 6%; with 100% employer match about $255,627 at 4% or $170,418 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-15$6,412,354$306,752$20,450iApproximate average salary by contribution assumption: employee only about $511,253 at 4% or $340,836 at 6%; with 50% employer match about $340,836 at 4% or $227,224 at 6%; with 100% employer match about $255,627 at 4% or $170,418 at 6%.
2023117$6,106,976$292,086$17,182iApproximate average salary by contribution assumption: employee only about $429,538 at 4% or $286,359 at 6%; with 50% employer match about $286,359 at 4% or $190,906 at 6%; with 100% employer match about $214,769 at 4% or $143,179 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-17$6,106,976$292,086$17,182iApproximate average salary by contribution assumption: employee only about $429,538 at 4% or $286,359 at 6%; with 50% employer match about $286,359 at 4% or $190,906 at 6%; with 100% employer match about $214,769 at 4% or $143,179 at 6%.
2022117$5,256,839$281,770$16,575iApproximate average salary by contribution assumption: employee only about $414,368 at 4% or $276,245 at 6%; with 50% employer match about $276,245 at 4% or $184,163 at 6%; with 100% employer match about $207,184 at 4% or $138,123 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-17$5,256,839$281,770$16,575iApproximate average salary by contribution assumption: employee only about $414,368 at 4% or $276,245 at 6%; with 50% employer match about $276,245 at 4% or $184,163 at 6%; with 100% employer match about $207,184 at 4% or $138,123 at 6%.
2021117$6,091,339$298,025$17,531iApproximate average salary by contribution assumption: employee only about $438,272 at 4% or $292,181 at 6%; with 50% employer match about $292,181 at 4% or $194,788 at 6%; with 100% employer match about $219,136 at 4% or $146,091 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-17$6,091,339$298,025$17,531iApproximate average salary by contribution assumption: employee only about $438,272 at 4% or $292,181 at 6%; with 50% employer match about $292,181 at 4% or $194,788 at 6%; with 100% employer match about $219,136 at 4% or $146,091 at 6%.
2020117$5,080,329$267,458$15,733iApproximate average salary by contribution assumption: employee only about $393,321 at 4% or $262,214 at 6%; with 50% employer match about $262,214 at 4% or $174,809 at 6%; with 100% employer match about $196,660 at 4% or $131,107 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-17$5,080,329$267,458$15,733iApproximate average salary by contribution assumption: employee only about $393,321 at 4% or $262,214 at 6%; with 50% employer match about $262,214 at 4% or $174,809 at 6%; with 100% employer match about $196,660 at 4% or $131,107 at 6%.
2019117$4,195,595$357,859$21,051iApproximate average salary by contribution assumption: employee only about $526,263 at 4% or $350,842 at 6%; with 50% employer match about $350,842 at 4% or $233,895 at 6%; with 100% employer match about $263,132 at 4% or $175,421 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-17$4,195,595$357,859$21,051iApproximate average salary by contribution assumption: employee only about $526,263 at 4% or $350,842 at 6%; with 50% employer match about $350,842 at 4% or $233,895 at 6%; with 100% employer match about $263,132 at 4% or $175,421 at 6%.
2018114$3,151,592$200,729$14,338iApproximate average salary by contribution assumption: employee only about $358,445 at 4% or $238,963 at 6%; with 50% employer match about $238,963 at 4% or $159,309 at 6%; with 100% employer match about $179,222 at 4% or $119,482 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-14$3,151,592$200,729$14,338iApproximate average salary by contribution assumption: employee only about $358,445 at 4% or $238,963 at 6%; with 50% employer match about $238,963 at 4% or $159,309 at 6%; with 100% employer match about $179,222 at 4% or $119,482 at 6%.
2017115$3,994,645$213,132$14,209iApproximate average salary by contribution assumption: employee only about $355,220 at 4% or $236,813 at 6%; with 50% employer match about $236,813 at 4% or $157,876 at 6%; with 100% employer match about $177,610 at 4% or $118,407 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-15$3,994,645$213,132$14,209iApproximate average salary by contribution assumption: employee only about $355,220 at 4% or $236,813 at 6%; with 50% employer match about $236,813 at 4% or $157,876 at 6%; with 100% employer match about $177,610 at 4% or $118,407 at 6%.
2016115$3,051,313$204,774$13,652iApproximate average salary by contribution assumption: employee only about $341,290 at 4% or $227,527 at 6%; with 50% employer match about $227,527 at 4% or $151,684 at 6%; with 100% employer match about $170,645 at 4% or $113,763 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-15$3,051,313$204,774$13,652iApproximate average salary by contribution assumption: employee only about $341,290 at 4% or $227,527 at 6%; with 50% employer match about $227,527 at 4% or $151,684 at 6%; with 100% employer match about $170,645 at 4% or $113,763 at 6%.
2015114$2,677,042$166,838$11,917iApproximate average salary by contribution assumption: employee only about $297,925 at 4% or $198,617 at 6%; with 50% employer match about $198,617 at 4% or $132,411 at 6%; with 100% employer match about $148,963 at 4% or $99,308 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-14$2,677,042$166,838$11,917iApproximate average salary by contribution assumption: employee only about $297,925 at 4% or $198,617 at 6%; with 50% employer match about $198,617 at 4% or $132,411 at 6%; with 100% employer match about $148,963 at 4% or $99,308 at 6%.
2014113$2,489,124$162,487$12,499iApproximate average salary by contribution assumption: employee only about $312,475 at 4% or $208,317 at 6%; with 50% employer match about $208,317 at 4% or $138,878 at 6%; with 100% employer match about $156,238 at 4% or $104,158 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-13$2,489,124$162,487$12,499iApproximate average salary by contribution assumption: employee only about $312,475 at 4% or $208,317 at 6%; with 50% employer match about $208,317 at 4% or $138,878 at 6%; with 100% employer match about $156,238 at 4% or $104,158 at 6%.
2013113$2,277,020$168,059$12,928iApproximate average salary by contribution assumption: employee only about $323,190 at 4% or $215,460 at 6%; with 50% employer match about $215,460 at 4% or $143,640 at 6%; with 100% employer match about $161,595 at 4% or $107,730 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-13$2,277,020$168,059$12,928iApproximate average salary by contribution assumption: employee only about $323,190 at 4% or $215,460 at 6%; with 50% employer match about $215,460 at 4% or $143,640 at 6%; with 100% employer match about $161,595 at 4% or $107,730 at 6%.
2012113$1,998,515$137,591$10,584iApproximate average salary by contribution assumption: employee only about $264,598 at 4% or $176,399 at 6%; with 50% employer match about $176,399 at 4% or $117,599 at 6%; with 100% employer match about $132,299 at 4% or $88,199 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-13$1,998,515$137,591$10,584iApproximate average salary by contribution assumption: employee only about $264,598 at 4% or $176,399 at 6%; with 50% employer match about $176,399 at 4% or $117,599 at 6%; with 100% employer match about $132,299 at 4% or $88,199 at 6%.
2011114$1,598,409$431,992$30,857iApproximate average salary by contribution assumption: employee only about $771,414 at 4% or $514,276 at 6%; with 50% employer match about $514,276 at 4% or $342,851 at 6%; with 100% employer match about $385,707 at 4% or $257,138 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-14$1,598,409$431,992$30,857iApproximate average salary by contribution assumption: employee only about $771,414 at 4% or $514,276 at 6%; with 50% employer match about $514,276 at 4% or $342,851 at 6%; with 100% employer match about $385,707 at 4% or $257,138 at 6%.
2010110$1,302,054$131,631$13,163iApproximate average salary by contribution assumption: employee only about $329,078 at 4% or $219,385 at 6%; with 50% employer match about $219,385 at 4% or $146,257 at 6%; with 100% employer match about $164,539 at 4% or $109,693 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-10$1,302,054$131,631$13,163iApproximate average salary by contribution assumption: employee only about $329,078 at 4% or $219,385 at 6%; with 50% employer match about $219,385 at 4% or $146,257 at 6%; with 100% employer match about $164,539 at 4% or $109,693 at 6%.
200919$1,026,894$113,625$12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-9$1,026,894$113,625$12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%.
200817$658,153$137,016$19,574iApproximate average salary by contribution assumption: employee only about $489,343 at 4% or $326,229 at 6%; with 50% employer match about $326,229 at 4% or $217,486 at 6%; with 100% employer match about $244,671 at 4% or $163,114 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & TrustCurrent7$658,153$137,016$19,574iApproximate average salary by contribution assumption: employee only about $489,343 at 4% or $326,229 at 6%; with 50% employer match about $326,229 at 4% or $217,486 at 6%; with 100% employer match about $244,671 at 4% or $163,114 at 6%.
200718$1,000,942$130,590$16,324iApproximate average salary by contribution assumption: employee only about $408,094 at 4% or $272,063 at 6%; with 50% employer match about $272,063 at 4% or $181,375 at 6%; with 100% employer match about $204,047 at 4% or $136,031 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-8$1,000,942$130,590$16,324iApproximate average salary by contribution assumption: employee only about $408,094 at 4% or $272,063 at 6%; with 50% employer match about $272,063 at 4% or $181,375 at 6%; with 100% employer match about $204,047 at 4% or $136,031 at 6%.
200618$838,650$100,767$12,596iApproximate average salary by contribution assumption: employee only about $314,897 at 4% or $209,931 at 6%; with 50% employer match about $209,931 at 4% or $139,954 at 6%; with 100% employer match about $157,448 at 4% or $104,966 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-8$838,650$100,767$12,596iApproximate average salary by contribution assumption: employee only about $314,897 at 4% or $209,931 at 6%; with 50% employer match about $209,931 at 4% or $139,954 at 6%; with 100% employer match about $157,448 at 4% or $104,966 at 6%.
200518$669,002$89,545$11,193iApproximate average salary by contribution assumption: employee only about $279,828 at 4% or $186,552 at 6%; with 50% employer match about $186,552 at 4% or $124,368 at 6%; with 100% employer match about $139,914 at 4% or $93,276 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-8$669,002$89,545$11,193iApproximate average salary by contribution assumption: employee only about $279,828 at 4% or $186,552 at 6%; with 50% employer match about $186,552 at 4% or $124,368 at 6%; with 100% employer match about $139,914 at 4% or $93,276 at 6%.
200418$564,890$90,234$11,279iApproximate average salary by contribution assumption: employee only about $281,981 at 4% or $187,988 at 6%; with 50% employer match about $187,988 at 4% or $125,325 at 6%; with 100% employer match about $140,991 at 4% or $93,994 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-8$564,890$90,234$11,279iApproximate average salary by contribution assumption: employee only about $281,981 at 4% or $187,988 at 6%; with 50% employer match about $187,988 at 4% or $125,325 at 6%; with 100% employer match about $140,991 at 4% or $93,994 at 6%.
200318$456,246$84,092$10,512iApproximate average salary by contribution assumption: employee only about $262,788 at 4% or $175,192 at 6%; with 50% employer match about $175,192 at 4% or $116,794 at 6%; with 100% employer match about $131,394 at 4% or $87,596 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-8$456,246$84,092$10,512iApproximate average salary by contribution assumption: employee only about $262,788 at 4% or $175,192 at 6%; with 50% employer match about $175,192 at 4% or $116,794 at 6%; with 100% employer match about $131,394 at 4% or $87,596 at 6%.
2002110$293,098$73,872$7,387iApproximate average salary by contribution assumption: employee only about $184,680 at 4% or $123,120 at 6%; with 50% employer match about $123,120 at 4% or $82,080 at 6%; with 100% employer match about $92,340 at 4% or $61,560 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-10$293,098$73,872$7,387iApproximate average salary by contribution assumption: employee only about $184,680 at 4% or $123,120 at 6%; with 50% employer match about $123,120 at 4% or $82,080 at 6%; with 100% employer match about $92,340 at 4% or $61,560 at 6%.
2001112$298,235$70,853$5,904iApproximate average salary by contribution assumption: employee only about $147,610 at 4% or $98,407 at 6%; with 50% employer match about $98,407 at 4% or $65,605 at 6%; with 100% employer match about $73,805 at 4% or $49,203 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-12$298,235$70,853$5,904iApproximate average salary by contribution assumption: employee only about $147,610 at 4% or $98,407 at 6%; with 50% employer match about $98,407 at 4% or $65,605 at 6%; with 100% employer match about $73,805 at 4% or $49,203 at 6%.
2000110$277,602$62,373$6,237iApproximate average salary by contribution assumption: employee only about $155,933 at 4% or $103,955 at 6%; with 50% employer match about $103,955 at 4% or $69,303 at 6%; with 100% employer match about $77,966 at 4% or $51,978 at 6%.
Solution Sources Programming I 401(K) Profit Sharing Plan & Trust-10$277,602$62,373$6,237iApproximate average salary by contribution assumption: employee only about $155,933 at 4% or $103,955 at 6%; with 50% employer match about $103,955 at 4% or $69,303 at 6%; with 100% employer match about $77,966 at 4% or $51,978 at 6%.
Schedule Details

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$658,153-$342,789 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,000,942$658,153Decrease -$342,789 (-34.25%)
Total liabilities$0$0No change $0
Net assets$1,000,942$658,153Decrease -$342,789 (-34.25%)

Contributions

Employer contributions$34,110
Participant contributions$102,906
Other contributions$0

Income & Expenses

Total income$-276,304
Total expenses$66,485
Net income$-342,789
Source fields
Schedule I source fields
Filing Id
84037222227529
Schedule I EIN
77-0313349
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small plan total assets at beginning of year
$1,000,942
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,000,942
Small plan total assets at end of year
$658,153
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$658,153
Small plan employer contributions
$34,110
Small plan participant contributions
$102,906
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-413,320
Small plan total income
$-276,304
Small plan total benefit distributions
$66,485
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$66,485
Small plan net income or loss
$-342,789
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
$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 EIN95-6817943

Transfers

Distributed property value$0
Schedule R source fields
Payor 95-6817943
Filing Id
84037222227529
Schedule R EIN
77-0313349
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2008-01-01
Schedule R Tax Period
20081231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
95-6817943
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1