Plan Name | PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | INSITE SOFTWARE INC |
Employer identification number (EIN): | 161332881 |
NAIC Classification: | 339900 |
Additional information about INSITE SOFTWARE INC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1988-08-09 |
Company Identification Number: | 1283238 |
Legal Registered Office Address: |
20 Wildbriar Road, Suite C Monroe Rochester United States of America (USA) 14623 |
More information about INSITE SOFTWARE INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-01-01 | STEPHEN WARFLE | 2021-07-26 | STEPHEN WARFLE | 2021-07-26 |
002 | 2019-01-01 | STEPHEN R WARFLE | 2020-07-07 | STEPHEN R WARFLE | 2020-07-07 |
002 | 2018-01-01 | SUZANNE WOLF | 2019-07-09 | ||
002 | 2018-01-01 | SUZANNE WOLF | 2019-10-08 | SUZANNE WOLF | 2019-10-08 |
002 | 2017-01-01 | RICHARD CHASMAN | RICHARD CHASMAN | 2018-07-31 | |
002 | 2017-01-01 | STEPHEN WARFLE | 2018-07-30 | ||
002 | 2016-01-01 | RICHARD CHASMAN | RICHARD CHASMAN | 2017-10-13 | |
002 | 2015-01-01 | RICHARD CHASMAN | RICHARD CHASMAN | 2016-07-31 | |
002 | 2014-01-01 | RICHARD CHASMAN | |||
002 | 2013-01-01 | RICHARD CHASMAN | |||
002 | 2012-01-01 | RICHARD CHASMAN | |||
002 | 2011-01-01 | RICHARD CHASMAN | |||
002 | 2010-01-01 | RICHARD CHASMAN | |||
002 | 2009-01-01 | RICHARD CHASMAN |
Measure | Date | Value |
---|---|---|
2017: PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 4 |
Number of participants with account balances | 2010-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $189,744 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $882,482 |
Total plan assets at beginning of year | 2017-12-31 | $692,738 |
Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
Other income received | 2017-12-31 | $162,191 |
Net income (gross income less expenses) | 2017-12-31 | $189,744 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $882,482 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $692,738 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $27,553 |
2016 : PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $109,965 |
Expenses. Total of all expenses incurred | 2016-12-31 | $373,712 |
Benefits paid (including direct rollovers) | 2016-12-31 | $373,712 |
Total plan assets at end of year | 2016-12-31 | $692,738 |
Total plan assets at beginning of year | 2016-12-31 | $956,485 |
Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
Other income received | 2016-12-31 | $80,563 |
Net income (gross income less expenses) | 2016-12-31 | $-263,747 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $692,738 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $956,485 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $29,402 |
2015 : PROFIT SHARING PLAN 2015 401k financial data | ||
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $59,170 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $956,485 |
Total plan assets at beginning of year | 2015-12-31 | $897,315 |
Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
Other income received | 2015-12-31 | $25,263 |
Net income (gross income less expenses) | 2015-12-31 | $59,170 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $956,485 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $897,315 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $33,907 |
2014 : PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $114,492 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $956,831 |
Total plan assets at beginning of year | 2014-12-31 | $842,339 |
Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $84,733 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $114,492 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $956,831 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $842,339 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $29,759 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : PROFIT SHARING PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $244,368 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $842,339 |
Total plan assets at beginning of year | 2013-12-31 | $597,971 |
Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $186,781 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $244,368 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $842,339 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $597,971 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $57,587 |
2012 : PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $12,229 |
Total plan assets at end of year | 2012-12-31 | $597,971 |
Total plan assets at beginning of year | 2012-12-31 | $520,732 |
Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
Other income received | 2012-12-31 | $12,229 |
Net income (gross income less expenses) | 2012-12-31 | $12,229 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $597,971 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $520,732 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
2011 : PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $32,866 |
Total plan assets at end of year | 2011-12-31 | $520,732 |
Total plan assets at beginning of year | 2011-12-31 | $509,968 |
Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
Other income received | 2011-12-31 | $7,231 |
Net income (gross income less expenses) | 2011-12-31 | $32,866 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $520,732 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $509,968 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $25,635 |
2010 : PROFIT SHARING PLAN 2010 401k financial data | ||
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $28,326 |
Total plan assets at end of year | 2010-12-31 | $509,968 |
Total plan assets at beginning of year | 2010-12-31 | $428,814 |
Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
Other income received | 2010-12-31 | $3,938 |
Net income (gross income less expenses) | 2010-12-31 | $28,326 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $509,968 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $428,814 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $24,388 |
2017: PROFIT SHARING PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |