Civic Intelligence
Filing

Buzz Monkey Software 401K Plan

Buzz Monkey Software LLC • EIN 93-1326862 • Plan year 2008

Company ProfileSource Archive
Filing Insights

Participants

Up

59 → 60

1 • 1.69%

Assets

Up

$168,976 → $203,914

$34,938 • 20.68%

Investment Management Fee

-

Admin expenses - • Total expenses $438

Filing Details

Context
Net investment result
$34,938
Pension payor EIN
57-1198022

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
201210$0$0-
Buzz Monkey Software 401K Plan-0$0--
2011129$678,888$159,156$5,488iApproximate average salary by contribution assumption: employee only about $137,203 at 4% or $91,469 at 6%; with 50% employer match about $91,469 at 4% or $60,979 at 6%; with 100% employer match about $68,602 at 4% or $45,734 at 6%.
Buzz Monkey Software 401K Plan-29$678,888$159,156$5,488iApproximate average salary by contribution assumption: employee only about $137,203 at 4% or $91,469 at 6%; with 50% employer match about $91,469 at 4% or $60,979 at 6%; with 100% employer match about $68,602 at 4% or $45,734 at 6%.
2010130$621,472$142,728$4,758iApproximate average salary by contribution assumption: employee only about $118,940 at 4% or $79,293 at 6%; with 50% employer match about $79,293 at 4% or $52,862 at 6%; with 100% employer match about $59,470 at 4% or $39,647 at 6%.
Buzz Monkey Software 401K Plan-30$621,472$142,728$4,758iApproximate average salary by contribution assumption: employee only about $118,940 at 4% or $79,293 at 6%; with 50% employer match about $79,293 at 4% or $52,862 at 6%; with 100% employer match about $59,470 at 4% or $39,647 at 6%.
2009158$409,343$121,390$2,093iApproximate average salary by contribution assumption: employee only about $52,323 at 4% or $34,882 at 6%; with 50% employer match about $34,882 at 4% or $23,255 at 6%; with 100% employer match about $26,162 at 4% or $17,441 at 6%.
Buzz Monkey Software 401K Plan-58$409,343$121,390$2,093iApproximate average salary by contribution assumption: employee only about $52,323 at 4% or $34,882 at 6%; with 50% employer match about $34,882 at 4% or $23,255 at 6%; with 100% employer match about $26,162 at 4% or $17,441 at 6%.
2008160$203,914$124,449$2,074iApproximate average salary by contribution assumption: employee only about $51,854 at 4% or $34,569 at 6%; with 50% employer match about $34,569 at 4% or $23,046 at 6%; with 100% employer match about $25,927 at 4% or $17,285 at 6%.
Buzz Monkey Software 401K PlanCurrent60$203,914$124,449$2,074iApproximate average salary by contribution assumption: employee only about $51,854 at 4% or $34,569 at 6%; with 50% employer match about $34,569 at 4% or $23,046 at 6%; with 100% employer match about $25,927 at 4% or $17,285 at 6%.
2007159$168,976$107,213$1,817iApproximate average salary by contribution assumption: employee only about $45,429 at 4% or $30,286 at 6%; with 50% employer match about $30,286 at 4% or $20,191 at 6%; with 100% employer match about $22,715 at 4% or $15,143 at 6%.
Buzz Monkey Software 401K Plan-59$168,976$107,213$1,817iApproximate average salary by contribution assumption: employee only about $45,429 at 4% or $30,286 at 6%; with 50% employer match about $30,286 at 4% or $20,191 at 6%; with 100% employer match about $22,715 at 4% or $15,143 at 6%.
2006154$64,451$60,082$1,113iApproximate average salary by contribution assumption: employee only about $27,816 at 4% or $18,544 at 6%; with 50% employer match about $18,544 at 4% or $12,363 at 6%; with 100% employer match about $13,908 at 4% or $9,272 at 6%.
Buzz Monkey Software 401K Plan-54$64,451$60,082$1,113iApproximate average salary by contribution assumption: employee only about $27,816 at 4% or $18,544 at 6%; with 50% employer match about $18,544 at 4% or $12,363 at 6%; with 100% employer match about $13,908 at 4% or $9,272 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037224196559
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8030379224196050002
DFE P1 Entity 01 Name
SSGA STABLE VALUE FUND
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO
DFE P1 Plan 01 EIN Plan number
042675543160
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$2,776
Row 2
Filing Id
84037224196559
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8030379224196050002

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$203,914$34,938 change

Balance Sheet

Beginning and end of plan year.

Total assets$168,976$203,914Increase +$34,938 (20.68%)
Total liabilities$0$0No change $0
Net assets$168,976$203,914Increase +$34,938 (20.68%)

Contributions

Employer contributions$0
Participant contributions$118,640
Other contributions$5,809

Income & Expenses

Total income$35,376
Total expenses$438
Net income$34,938
Source fields
Schedule I source fields
Filing Id
84037224196559
Schedule I EIN
93-1326862
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small plan total assets at beginning of year
$168,976
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$168,976
Small plan total assets at end of year
$203,914
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$203,914
Small plan employer contributions
$0
Small plan participant contributions
$118,640
Small Oth Contribution Rcvd Amount
$5,809
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-89,073
Small plan total income
$35,376
Small plan total benefit distributions
$388
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$50
Small plan total expenses
$438
Small plan net income or loss
$34,938
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
$17,000
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 EIN57-1198022

Transfers

Distributed property value$0
Schedule R source fields
Payor 57-1198022
Filing Id
84037224196559
Schedule R EIN
93-1326862
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2008-01-01
Schedule R Tax Period
20081231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
57-1198022
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0