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PROFIT SHARING PLAN 401k Plan overview

Plan NamePROFIT SHARING PLAN
Plan identification number 002

PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INSITE SOFTWARE INC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01STEPHEN WARFLE2021-07-26 STEPHEN WARFLE2021-07-26
0022019-01-01STEPHEN R WARFLE2020-07-07 STEPHEN R WARFLE2020-07-07
0022018-01-01SUZANNE WOLF2019-07-09
0022018-01-01SUZANNE WOLF2019-10-08 SUZANNE WOLF2019-10-08
0022017-01-01RICHARD CHASMAN RICHARD CHASMAN2018-07-31
0022017-01-01STEPHEN WARFLE2018-07-30
0022016-01-01RICHARD CHASMAN RICHARD CHASMAN2017-10-13
0022015-01-01RICHARD CHASMAN RICHARD CHASMAN2016-07-31
0022014-01-01RICHARD CHASMAN
0022013-01-01RICHARD CHASMAN
0022012-01-01RICHARD CHASMAN
0022011-01-01RICHARD CHASMAN
0022010-01-01RICHARD CHASMAN
0022009-01-01RICHARD CHASMAN

Plan Statistics for PROFIT SHARING PLAN

401k plan membership statisitcs for PROFIT SHARING PLAN

Measure Date Value
2017: PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-017
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PROFIT SHARING PLAN

Measure Date Value
2017 : PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$189,744
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$882,482
Total plan assets at beginning of year2017-12-31$692,738
Value of fidelity bond covering the plan2017-12-31$20,000
Other income received2017-12-31$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 sources2016-12-31$109,965
Expenses. Total of all expenses incurred2016-12-31$373,712
Benefits paid (including direct rollovers)2016-12-31$373,712
Total plan assets at end of year2016-12-31$692,738
Total plan assets at beginning of year2016-12-31$956,485
Value of fidelity bond covering the plan2016-12-31$20,000
Other income received2016-12-31$80,563
Net income (gross income less expenses)2016-12-31$-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 year2015-12-31$0
Total income from all sources2015-12-31$59,170
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$956,485
Total plan assets at beginning of year2015-12-31$897,315
Value of fidelity bond covering the plan2015-12-31$20,000
Other income received2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$114,492
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$956,831
Total plan assets at beginning of year2014-12-31$842,339
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$84,733
Noncash contributions received2014-12-31$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 loans2014-12-31$0
Value of corrective distributions2014-12-31$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 year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$244,368
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$842,339
Total plan assets at beginning of year2013-12-31$597,971
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$186,781
Noncash contributions received2013-12-31$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 sources2012-12-31$12,229
Total plan assets at end of year2012-12-31$597,971
Total plan assets at beginning of year2012-12-31$520,732
Value of fidelity bond covering the plan2012-12-31$20,000
Other income received2012-12-31$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 sources2011-12-31$32,866
Total plan assets at end of year2011-12-31$520,732
Total plan assets at beginning of year2011-12-31$509,968
Value of fidelity bond covering the plan2011-12-31$20,000
Other income received2011-12-31$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 year2010-12-31$0
Total income from all sources2010-12-31$28,326
Total plan assets at end of year2010-12-31$509,968
Total plan assets at beginning of year2010-12-31$428,814
Value of fidelity bond covering the plan2010-12-31$20,000
Other income received2010-12-31$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

Form 5500 Responses for PROFIT SHARING PLAN

2017: PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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