Fidelity bond in place
Yes
Filing
Dataworks Inc. 401K Savings Plan
Dataworks/Document Support.Com LLC • EIN 84-1498772 • Plan year 2001
Filing Insights
Participants
Down65 → 51
-14 • -21.54%
Assets
Up$107,732 → $136,069
$28,337 • 26.30%
Investment Management Fee
-
Admin expenses - • Total expenses $8,197
Filing Details
Context- Net investment result
- $28,337
- Pension payor EIN
- 43-1825326
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 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%. |
| 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%. |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 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%. |
| Dataworks Inc. 401K Savings Plan | Current | 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%. |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 46 | $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 Plan | - | 46 | $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$136,069$28,337 change
Balance Sheet
Beginning and end of plan year.
Total assets$107,732$136,069Increase +$28,337 (26.30%)
Total liabilities$0$0No change $0
Net assets$107,732$136,069Increase +$28,337 (26.30%)
Contributions
Employer contributions$9,452
Participant contributions$41,778
Other contributions$0
Income & Expenses
Total income$36,534
Total expenses$8,197
Net income$28,337
Source fields
- Schedule I source fields
- Filing Id
- 84037343290282
- Schedule I EIN
- 84-1498772
- 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
- $107,732
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $107,732
- Small plan total assets at end of year
- $136,069
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $136,069
- Small plan employer contributions
- $9,452
- Small plan participant contributions
- $41,778
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-14,696
- Small plan total income
- $36,534
- Small plan total benefit distributions
- $8,197
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $8,197
- Small plan net income or loss
- $28,337
- 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
- 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 EIN43-1825326
Transfers
Distributed property value$0
Schedule R source fields
- Payor 43-1825326
- Filing Id
- 84037343290282
- Schedule R EIN
- 84-1498772
- 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
- 43-1825326
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0