Civic Intelligence
Filing

Dataworks Inc. 401K Savings Plan

Dataworks/Document Support.Com LLC • EIN 84-1498772 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

66 → 46

-20 • -30.30%

Assets

Up

$52,271 → $91,606

$39,335 • 75.25%

Investment Management Fee

-

Admin expenses - • Total expenses $13,458

Filing Details

Context
Net investment result
$39,335
Pension payor EIN
43-1825326

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
2010155$1,162,540$138,232$2,513iApproximate average salary by contribution assumption: employee only about $62,833 at 4% or $41,888 at 6%; with 50% employer match about $41,888 at 4% or $27,926 at 6%; with 100% employer match about $31,416 at 4% or $20,944 at 6%.
Dataworks Inc. 401K Savings Plan-55$1,162,540$138,232$2,513iApproximate average salary by contribution assumption: employee only about $62,833 at 4% or $41,888 at 6%; with 50% employer match about $41,888 at 4% or $27,926 at 6%; with 100% employer match about $31,416 at 4% or $20,944 at 6%.
2009142$938,328$129,191$3,076iApproximate average salary by contribution assumption: employee only about $76,899 at 4% or $51,266 at 6%; with 50% employer match about $51,266 at 4% or $34,178 at 6%; with 100% employer match about $38,450 at 4% or $25,633 at 6%.
Dataworks Inc. 401K Savings Plan-42$938,328$129,191$3,076iApproximate average salary by contribution assumption: employee only about $76,899 at 4% or $51,266 at 6%; with 50% employer match about $51,266 at 4% or $34,178 at 6%; with 100% employer match about $38,450 at 4% or $25,633 at 6%.
2008178$683,937$165,772$2,125iApproximate average salary by contribution assumption: employee only about $53,132 at 4% or $35,421 at 6%; with 50% employer match about $35,421 at 4% or $23,614 at 6%; with 100% employer match about $26,566 at 4% or $17,711 at 6%.
Dataworks Inc. 401K Savings Plan-78$683,937$165,772$2,125iApproximate average salary by contribution assumption: employee only about $53,132 at 4% or $35,421 at 6%; with 50% employer match about $35,421 at 4% or $23,614 at 6%; with 100% employer match about $26,566 at 4% or $17,711 at 6%.
2007171$775,170$152,070$2,142iApproximate average salary by contribution assumption: employee only about $53,546 at 4% or $35,697 at 6%; with 50% employer match about $35,697 at 4% or $23,798 at 6%; with 100% employer match about $26,773 at 4% or $17,849 at 6%.
Dataworks Inc. 401K Savings Plan-71$775,170$152,070$2,142iApproximate average salary by contribution assumption: employee only about $53,546 at 4% or $35,697 at 6%; with 50% employer match about $35,697 at 4% or $23,798 at 6%; with 100% employer match about $26,773 at 4% or $17,849 at 6%.
2006160$624,765$130,072$2,168iApproximate average salary by contribution assumption: employee only about $54,197 at 4% or $36,131 at 6%; with 50% employer match about $36,131 at 4% or $24,087 at 6%; with 100% employer match about $27,098 at 4% or $18,066 at 6%.
Dataworks Inc. 401K Savings Plan-60$624,765$130,072$2,168iApproximate average salary by contribution assumption: employee only about $54,197 at 4% or $36,131 at 6%; with 50% employer match about $36,131 at 4% or $24,087 at 6%; with 100% employer match about $27,098 at 4% or $18,066 at 6%.
2005162$459,904$149,766$2,416iApproximate average salary by contribution assumption: employee only about $60,390 at 4% or $40,260 at 6%; with 50% employer match about $40,260 at 4% or $26,840 at 6%; with 100% employer match about $30,195 at 4% or $20,130 at 6%.
Dataworks Inc. 401K Savings Plan-62$459,904$149,766$2,416iApproximate average salary by contribution assumption: employee only about $60,390 at 4% or $40,260 at 6%; with 50% employer match about $40,260 at 4% or $26,840 at 6%; with 100% employer match about $30,195 at 4% or $20,130 at 6%.
2004162$357,525$91,684$1,479iApproximate average salary by contribution assumption: employee only about $36,969 at 4% or $24,646 at 6%; with 50% employer match about $24,646 at 4% or $16,431 at 6%; with 100% employer match about $18,485 at 4% or $12,323 at 6%.
Dataworks Inc. 401K Savings Plan-62$357,525$91,684$1,479iApproximate average salary by contribution assumption: employee only about $36,969 at 4% or $24,646 at 6%; with 50% employer match about $24,646 at 4% or $16,431 at 6%; with 100% employer match about $18,485 at 4% or $12,323 at 6%.
2003159$246,517$87,662$1,486iApproximate average salary by contribution assumption: employee only about $37,145 at 4% or $24,763 at 6%; with 50% employer match about $24,763 at 4% or $16,509 at 6%; with 100% employer match about $18,572 at 4% or $12,382 at 6%.
Dataworks Inc. 401K Savings Plan-59$246,517$87,662$1,486iApproximate average salary by contribution assumption: employee only about $37,145 at 4% or $24,763 at 6%; with 50% employer match about $24,763 at 4% or $16,509 at 6%; with 100% employer match about $18,572 at 4% or $12,382 at 6%.
2002159$141,533$45,475$771iApproximate average salary by contribution assumption: employee only about $19,269 at 4% or $12,846 at 6%; with 50% employer match about $12,846 at 4% or $8,564 at 6%; with 100% employer match about $9,635 at 4% or $6,423 at 6%.
Dataworks Inc. 401K Savings Plan-59$141,533$45,475$771iApproximate average salary by contribution assumption: employee only about $19,269 at 4% or $12,846 at 6%; with 50% employer match about $12,846 at 4% or $8,564 at 6%; with 100% employer match about $9,635 at 4% or $6,423 at 6%.
2001151$136,069$51,230$1,005iApproximate average salary by contribution assumption: employee only about $25,113 at 4% or $16,742 at 6%; with 50% employer match about $16,742 at 4% or $11,161 at 6%; with 100% employer match about $12,556 at 4% or $8,371 at 6%.
Dataworks Inc. 401K Savings Plan-51$136,069$51,230$1,005iApproximate average salary by contribution assumption: employee only about $25,113 at 4% or $16,742 at 6%; with 50% employer match about $16,742 at 4% or $11,161 at 6%; with 100% employer match about $12,556 at 4% or $8,371 at 6%.
2000153$107,732$47,096$889iApproximate average salary by contribution assumption: employee only about $22,215 at 4% or $14,810 at 6%; with 50% employer match about $14,810 at 4% or $9,873 at 6%; with 100% employer match about $11,108 at 4% or $7,405 at 6%.
Dataworks Inc. 401K Savings Plan-53$107,732$47,096$889iApproximate average salary by contribution assumption: employee only about $22,215 at 4% or $14,810 at 6%; with 50% employer match about $14,810 at 4% or $9,873 at 6%; with 100% employer match about $11,108 at 4% or $7,405 at 6%.
1999146$91,606$43,477$945iApproximate average salary by contribution assumption: employee only about $23,629 at 4% or $15,753 at 6%; with 50% employer match about $15,753 at 4% or $10,502 at 6%; with 100% employer match about $11,814 at 4% or $7,876 at 6%.
Dataworks Inc. 401K Savings PlanCurrent46$91,606$43,477$945iApproximate average salary by contribution assumption: employee only about $23,629 at 4% or $15,753 at 6%; with 50% employer match about $15,753 at 4% or $10,502 at 6%; with 100% employer match about $11,814 at 4% or $7,876 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$91,606$39,335 change

Balance Sheet

Beginning and end of plan year.

Total assets$52,271$91,606Increase +$39,335 (75.25%)
Total liabilities$0$0No change $0
Net assets$52,271$91,606Increase +$39,335 (75.25%)

Contributions

Employer contributions$34,781
Participant contributions$8,696
Other contributions$0

Income & Expenses

Total income$52,793
Total expenses$13,458
Net income$39,335
Source fields
Schedule I source fields
Filing Id
56037158200061
Schedule I EIN
84-1498772
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
$52,271
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$52,271
Small plan total assets at end of year
$91,606
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$91,606
Small plan employer contributions
$34,781
Small plan participant contributions
$8,696
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$9,316
Small plan total income
$52,793
Small plan total benefit distributions
$13,054
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$404
Small plan total expenses
$13,458
Small plan net income or loss
$39,335
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
$15,000
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
Yes
Small 20 Percent Sngl Investment Amount
$68,843
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 EIN43-1825326

Transfers

Distributed property value$0
Schedule R source fields
Payor 43-1825326
Filing Id
56037158200061
Schedule R EIN
84-1498772
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
43-1825326
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0