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DUCK CREEK TECHNOLOGIES 401(K) PLAN 401k Plan overview

Plan NameDUCK CREEK TECHNOLOGIES 401(K) PLAN
Plan identification number 001

DUCK CREEK TECHNOLOGIES 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

DUCK CREEK TECHNOLOGIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:DUCK CREEK TECHNOLOGIES, LLC
Employer identification number (EIN):475654931
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUCK CREEK TECHNOLOGIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LORI B. HANNAY LORI B. HANNAY2018-10-15

Plan Statistics for DUCK CREEK TECHNOLOGIES 401(K) PLAN

401k plan membership statisitcs for DUCK CREEK TECHNOLOGIES 401(K) PLAN

Measure Date Value
2023: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,195
Total number of active participants reported on line 7a of the Form 55002023-01-01789
Number of retired or separated participants receiving benefits2023-01-0119
Number of other retired or separated participants entitled to future benefits2023-01-01339
Total of all active and inactive participants2023-01-011,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-011,150
Number of participants with account balances2023-01-011,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0160
2022: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,111
Total number of active participants reported on line 7a of the Form 55002022-01-01918
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-01264
Total of all active and inactive participants2022-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,195
Number of participants with account balances2022-01-011,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0161
2021: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01984
Total number of active participants reported on line 7a of the Form 55002021-01-01925
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01188
Total of all active and inactive participants2021-01-011,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,116
Number of participants with account balances2021-01-011,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01923
Total number of active participants reported on line 7a of the Form 55002020-01-01823
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01162
Total of all active and inactive participants2020-01-01985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01986
Number of participants with account balances2020-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01866
Total number of active participants reported on line 7a of the Form 55002019-01-01769
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01154
Total of all active and inactive participants2019-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01924
Number of participants with account balances2019-01-01879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0137
2018: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01767
Total number of active participants reported on line 7a of the Form 55002018-01-01722
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01144
Total of all active and inactive participants2018-01-01866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01867
Number of participants with account balances2018-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01766
Total number of active participants reported on line 7a of the Form 55002017-01-01672
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0195
Total of all active and inactive participants2017-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01767
Number of participants with account balances2017-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012

Financial Data on DUCK CREEK TECHNOLOGIES 401(K) PLAN

Measure Date Value
2023 : DUCK CREEK TECHNOLOGIES 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$7,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$45,253,763
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$21,100,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$21,000,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$18,712,770
Value of total assets at end of year2023-12-31$153,664,952
Value of total assets at beginning of year2023-12-31$129,503,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$99,721
Total interest from all sources2023-12-31$72,529
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,044,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,044,587
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$10,849,616
Participant contributions at end of year2023-12-31$1,017,899
Participant contributions at beginning of year2023-12-31$1,319,010
Participant contributions at end of year2023-12-31$315,842
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,795,621
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$2,623,225
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,655,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$7,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$589,244
Total non interest bearing cash at end of year2023-12-31$63
Total non interest bearing cash at beginning of year2023-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$24,153,510
Value of net assets at end of year (total assets less liabilities)2023-12-31$153,657,452
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$129,503,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$35,686,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$29,943,983
Interest on participant loans2023-12-31$65,280
Value of interest in common/collective trusts at end of year2023-12-31$113,311,097
Value of interest in common/collective trusts at beginning of year2023-12-31$95,234,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$252,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$180,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$180,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$7,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,534,410
Net investment gain or loss from common/collective trusts2023-12-31$18,300,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$6,207,923
Employer contributions (assets) at end of year2023-12-31$285,234
Employer contributions (assets) at beginning of year2023-12-31$203,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$21,000,532
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : DUCK CREEK TECHNOLOGIES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,281,997
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$22,180,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,090,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,929,529
Value of total assets at end of year2022-12-31$129,503,942
Value of total assets at beginning of year2022-12-31$160,966,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,538
Total interest from all sources2022-12-31$62,814
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,199,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,199,949
Administrative expenses professional fees incurred2022-12-31$300
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,802,949
Participant contributions at end of year2022-12-31$1,319,010
Participant contributions at beginning of year2022-12-31$1,170,730
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,623,225
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,042,949
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,643,640
Other income not declared elsewhere2022-12-31$-641,614
Administrative expenses (other) incurred2022-12-31$90,238
Total non interest bearing cash at end of year2022-12-31$25
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,462,576
Value of net assets at end of year (total assets less liabilities)2022-12-31$129,503,942
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$160,966,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,943,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,506,669
Interest on participant loans2022-12-31$61,131
Value of interest in common/collective trusts at end of year2022-12-31$95,234,097
Value of interest in common/collective trusts at beginning of year2022-12-31$111,798,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$180,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$111,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$111,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,536,291
Net investment gain or loss from common/collective trusts2022-12-31$-18,296,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,482,940
Employer contributions (assets) at end of year2022-12-31$203,386
Employer contributions (assets) at beginning of year2022-12-31$335,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,090,041
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAZARS USA LLP
Accountancy firm EIN2022-12-31131459550
2021 : DUCK CREEK TECHNOLOGIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$41,173,224
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,531,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,413,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,246,884
Value of total assets at end of year2021-12-31$160,966,518
Value of total assets at beginning of year2021-12-31$130,324,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$118,371
Total interest from all sources2021-12-31$61,092
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,697,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,697,955
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,233,320
Participant contributions at end of year2021-12-31$1,170,730
Participant contributions at beginning of year2021-12-31$1,344,379
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,042,949
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,126,449
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,689,590
Other income not declared elsewhere2021-12-31$420,549
Administrative expenses (other) incurred2021-12-31$118,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$30,641,635
Value of net assets at end of year (total assets less liabilities)2021-12-31$160,966,518
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$130,324,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,506,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,886,434
Interest on participant loans2021-12-31$61,086
Value of interest in common/collective trusts at end of year2021-12-31$111,798,597
Value of interest in common/collective trusts at beginning of year2021-12-31$89,616,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$111,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$116,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$116,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$953,457
Net investment gain or loss from common/collective trusts2021-12-31$14,793,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,323,974
Employer contributions (assets) at end of year2021-12-31$335,605
Employer contributions (assets) at beginning of year2021-12-31$235,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,413,218
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SAMET & COMPANY PC
Accountancy firm EIN2021-12-31043027605
2020 : DUCK CREEK TECHNOLOGIES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$33,534,741
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,820,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,727,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,372,866
Value of total assets at end of year2020-12-31$130,324,883
Value of total assets at beginning of year2020-12-31$104,610,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,088
Total interest from all sources2020-12-31$68,887
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,220,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,220,702
Administrative expenses professional fees incurred2020-12-31$600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,602,876
Participant contributions at end of year2020-12-31$1,344,379
Participant contributions at beginning of year2020-12-31$1,233,781
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,126,449
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,465,673
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,235,231
Other income not declared elsewhere2020-12-31$164,091
Administrative expenses (other) incurred2020-12-31$92,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$25,714,002
Value of net assets at end of year (total assets less liabilities)2020-12-31$130,324,883
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$104,610,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,886,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,445,790
Interest on participant loans2020-12-31$68,686
Value of interest in common/collective trusts at end of year2020-12-31$89,616,056
Value of interest in common/collective trusts at beginning of year2020-12-31$73,329,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$116,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$135,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$135,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,969,343
Net investment gain or loss from common/collective trusts2020-12-31$11,738,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,534,759
Employer contributions (assets) at end of year2020-12-31$235,243
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,727,651
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SAMET & COMPANY PC
Accountancy firm EIN2020-12-31043027605
2019 : DUCK CREEK TECHNOLOGIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$32,748,030
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,432,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,348,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,483,355
Value of total assets at end of year2019-12-31$104,610,881
Value of total assets at beginning of year2019-12-31$77,294,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,860
Total interest from all sources2019-12-31$74,731
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,314,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,314,898
Administrative expenses professional fees incurred2019-12-31$600
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,210,303
Participant contributions at end of year2019-12-31$1,233,781
Participant contributions at beginning of year2019-12-31$1,234,642
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$181,298
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,465,673
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,120,406
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,629,071
Other income not declared elsewhere2019-12-31$126,963
Administrative expenses (other) incurred2019-12-31$83,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,315,894
Value of net assets at end of year (total assets less liabilities)2019-12-31$104,610,881
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$77,294,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,445,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,274,620
Interest on participant loans2019-12-31$73,394
Value of interest in common/collective trusts at end of year2019-12-31$73,329,939
Value of interest in common/collective trusts at beginning of year2019-12-31$32,295,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$135,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$60,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$60,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,027,583
Net investment gain or loss from common/collective trusts2019-12-31$9,720,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,643,981
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$127,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,348,276
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SAMET & COMPANY PC
Accountancy firm EIN2019-12-31043027605
2018 : DUCK CREEK TECHNOLOGIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,231,986
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,621,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,509,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,103,819
Value of total assets at end of year2018-12-31$77,294,987
Value of total assets at beginning of year2018-12-31$76,684,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$112,185
Total interest from all sources2018-12-31$54,416
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,538,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,538,379
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,855,827
Participant contributions at end of year2018-12-31$1,234,642
Participant contributions at beginning of year2018-12-31$881,164
Participant contributions at end of year2018-12-31$181,298
Participant contributions at beginning of year2018-12-31$192,618
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,120,406
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,073,404
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,184,126
Other income not declared elsewhere2018-12-31$-82,581
Administrative expenses (other) incurred2018-12-31$112,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$610,506
Value of net assets at end of year (total assets less liabilities)2018-12-31$77,294,987
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$76,684,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,274,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,468,594
Interest on participant loans2018-12-31$53,827
Value of interest in common/collective trusts at end of year2018-12-31$32,295,033
Value of interest in common/collective trusts at beginning of year2018-12-31$28,909,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$60,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$43,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$43,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,267,657
Net investment gain or loss from common/collective trusts2018-12-31$-2,114,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,063,866
Employer contributions (assets) at end of year2018-12-31$127,996
Employer contributions (assets) at beginning of year2018-12-31$115,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,509,295
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SAMET & COMPANY PC
Accountancy firm EIN2018-12-31043027605
2017 : DUCK CREEK TECHNOLOGIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$56,409,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$24,035,620
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,761,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,600,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,797,476
Value of total assets at end of year2017-12-31$76,684,481
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$160,437
Total interest from all sources2017-12-31$136,154
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,286,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,286,566
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,473,583
Participant contributions at end of year2017-12-31$881,164
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$192,618
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,073,404
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,739,324
Other income not declared elsewhere2017-12-31$145,800
Administrative expenses (other) incurred2017-12-31$160,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$20,274,566
Value of net assets at end of year (total assets less liabilities)2017-12-31$76,684,481
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,468,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$36,364
Interest earned on other investments2017-12-31$99,346
Value of interest in common/collective trusts at end of year2017-12-31$28,909,363
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$43,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,685,278
Net investment gain or loss from common/collective trusts2017-12-31$-15,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,584,569
Employer contributions (assets) at end of year2017-12-31$115,461
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,600,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SAMET & COMPANY PC
Accountancy firm EIN2017-12-31043027605

Form 5500 Responses for DUCK CREEK TECHNOLOGIES 401(K) PLAN

2023: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DUCK CREEK TECHNOLOGIES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62240 - 1
Policy instance 1
Insurance contract or identification numberMR 62240 - 1
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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