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THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTHE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:SOUTHERN SOFTWARE, INC.
Employer identification number (EIN):561648911
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOHN ROSCOE2024-07-16
0022022-01-01JOHN ROSCOE2023-08-28
0022021-01-01JOHN ROSCOE2022-08-12
0022020-01-01JOHN ROSCOE2021-07-27
0022019-01-01JOHN ROSCOE2020-09-28
0022018-01-01JOHN
0022017-01-01JOHN ROSCOE
0022016-01-01JOHN ROSCOE
0022015-01-01JOHN ROSCOE
0022014-01-01JOHN ROSCOE JOHN ROSCOE2015-07-17
0022013-01-01JOHN ROSCOE JOHN ROSCOE2014-06-25
0022012-01-01JOHN ROSCOE JOHN ROSCOE2013-07-25
0022011-01-01JOHN ROSCOE
0022009-01-01JOHN ROSCOE

Plan Statistics for THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0198
Total number of active participants reported on line 7a of the Form 55002023-01-0182
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0112
Total of all active and inactive participants2023-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0194
Number of participants with account balances2023-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0195
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0197
Number of participants with account balances2022-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0197
Total number of active participants reported on line 7a of the Form 55002021-01-0184
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0195
Number of participants with account balances2021-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0191
Total number of active participants reported on line 7a of the Form 55002020-01-0178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0191
Number of participants with account balances2020-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0193
Total number of active participants reported on line 7a of the Form 55002019-01-0175
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0193
Number of participants with account balances2019-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01104
Total number of active participants reported on line 7a of the Form 55002018-01-0177
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01103
Number of participants with account balances2018-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01104
Total number of active participants reported on line 7a of the Form 55002017-01-0183
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01102
Number of participants with account balances2017-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0197
Total number of active participants reported on line 7a of the Form 55002016-01-0176
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0197
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0192
Total number of active participants reported on line 7a of the Form 55002015-01-0168
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0193
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0188
Total number of active participants reported on line 7a of the Form 55002014-01-0168
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0192
Number of participants with account balances2014-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0185
Total number of active participants reported on line 7a of the Form 55002013-01-0167
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0187
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0174
Total number of active participants reported on line 7a of the Form 55002012-01-0159
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0178
Number of participants with account balances2012-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0164
Total number of active participants reported on line 7a of the Form 55002011-01-0154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0169
Number of participants with account balances2011-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0149
Total number of active participants reported on line 7a of the Form 55002009-01-0149
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0154
Number of participants with account balances2009-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$511,809
Total plan liabilities at beginning of year2023-12-31$961,809
Total income from all sources2023-12-31$10,745,894
Expenses. Total of all expenses incurred2023-12-31$763,694
Benefits paid (including direct rollovers)2023-12-31$722,817
Total plan assets at end of year2023-12-31$31,130,400
Total plan assets at beginning of year2023-12-31$21,598,200
Value of fidelity bond covering the plan2023-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2023-12-31$40,877
Other income received2023-12-31$10,255,017
Net income (gross income less expenses)2023-12-31$9,982,200
Net plan assets at end of year (total assets less liabilities)2023-12-31$30,618,591
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$20,636,391
Assets. Value of employer securities2023-12-31$31,130,400
Total contributions received or receivable from employer(s)2023-12-31$490,877
2022 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$961,809
Total plan liabilities at beginning of year2022-12-31$1,361,809
Total income from all sources2022-12-31$3,157,460
Expenses. Total of all expenses incurred2022-12-31$1,141,660
Benefits paid (including direct rollovers)2022-12-31$1,083,783
Total plan assets at end of year2022-12-31$21,598,200
Total plan assets at beginning of year2022-12-31$19,982,400
Value of fidelity bond covering the plan2022-12-31$1,400,000
Expenses. Other expenses not covered elsewhere2022-12-31$57,877
Other income received2022-12-31$2,699,583
Net income (gross income less expenses)2022-12-31$2,015,800
Net plan assets at end of year (total assets less liabilities)2022-12-31$20,636,391
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$18,620,591
Assets. Value of employer securities2022-12-31$21,598,200
Total contributions received or receivable from employer(s)2022-12-31$457,877
2021 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$1,361,809
Total plan liabilities at beginning of year2021-12-31$1,861,809
Total income from all sources2021-12-31$-2,905,413
Expenses. Total of all expenses incurred2021-12-31$1,066,987
Benefits paid (including direct rollovers)2021-12-31$987,860
Total plan assets at end of year2021-12-31$19,982,400
Total plan assets at beginning of year2021-12-31$24,454,800
Value of fidelity bond covering the plan2021-12-31$2,000,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$79,127
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-3,978,470
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-3,972,400
Net plan assets at end of year (total assets less liabilities)2021-12-31$18,620,591
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$22,592,991
Assets. Value of employer securities2021-12-31$19,982,400
Total contributions received or receivable from employer(s)2021-12-31$1,073,057
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,861,809
Total plan liabilities at beginning of year2020-12-31$2,361,809
Total income from all sources2020-12-31$4,598,396
Expenses. Total of all expenses incurred2020-12-31$346,596
Benefits paid (including direct rollovers)2020-12-31$210,420
Total plan assets at end of year2020-12-31$24,454,800
Total plan assets at beginning of year2020-12-31$20,703,000
Value of fidelity bond covering the plan2020-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$136,176
Other income received2020-12-31$3,962,220
Net income (gross income less expenses)2020-12-31$4,251,800
Net plan assets at end of year (total assets less liabilities)2020-12-31$22,592,991
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$18,341,191
Assets. Value of employer securities2020-12-31$24,454,800
Total contributions received or receivable from employer(s)2020-12-31$636,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$2,361,809
Total plan liabilities at beginning of year2019-12-31$2,756,809
Total income from all sources2019-12-31$4,828,784
Expenses. Total of all expenses incurred2019-12-31$1,130,794
Benefits paid (including direct rollovers)2019-12-31$992,954
Total plan assets at end of year2019-12-31$20,703,000
Total plan assets at beginning of year2019-12-31$17,400,010
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$137,840
Other income received2019-12-31$4,047,705
Net income (gross income less expenses)2019-12-31$3,697,990
Net plan assets at end of year (total assets less liabilities)2019-12-31$18,341,191
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$14,643,201
Assets. Value of employer securities2019-12-31$20,703,000
Total contributions received or receivable from employer(s)2019-12-31$781,079
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$2,756,809
Total plan liabilities at beginning of year2018-12-31$3,156,809
Total income from all sources2018-12-31$343,272
Expenses. Total of all expenses incurred2018-12-31$393,112
Benefits paid (including direct rollovers)2018-12-31$393,112
Total plan assets at end of year2018-12-31$17,400,010
Total plan assets at beginning of year2018-12-31$17,849,850
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-449,840
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-49,840
Net plan assets at end of year (total assets less liabilities)2018-12-31$14,643,201
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$14,693,041
Assets. Value of employer securities2018-12-31$17,400,010
Total contributions received or receivable from employer(s)2018-12-31$793,112
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$3,156,809
Total plan liabilities at beginning of year2017-12-31$3,556,809
Total income from all sources2017-12-31$4,859,838
Expenses. Total of all expenses incurred2017-12-31$84,888
Benefits paid (including direct rollovers)2017-12-31$84,888
Total plan assets at end of year2017-12-31$17,849,850
Total plan assets at beginning of year2017-12-31$13,474,900
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$4,374,950
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$4,774,950
Net plan assets at end of year (total assets less liabilities)2017-12-31$14,693,041
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,918,091
Assets. Value of employer securities2017-12-31$17,849,850
Total contributions received or receivable from employer(s)2017-12-31$484,888
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$3,556,809
Total plan liabilities at beginning of year2016-12-31$391,845
Total income from all sources2016-12-31$-2,309,148
Expenses. Total of all expenses incurred2016-12-31$1,076,644
Benefits paid (including direct rollovers)2016-12-31$1,076,644
Total plan assets at end of year2016-12-31$13,474,900
Total plan assets at beginning of year2016-12-31$13,695,728
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-2,734,148
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-3,385,792
Net plan assets at end of year (total assets less liabilities)2016-12-31$9,918,091
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$13,303,883
Assets. Value of employer securities2016-12-31$13,474,900
Total contributions received or receivable from employer(s)2016-12-31$425,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$391,845
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$663,588
Expenses. Total of all expenses incurred2015-12-31$861,538
Benefits paid (including direct rollovers)2015-12-31$861,538
Total plan assets at end of year2015-12-31$13,695,728
Total plan assets at beginning of year2015-12-31$13,501,833
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$613,588
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-197,950
Net plan assets at end of year (total assets less liabilities)2015-12-31$13,303,883
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$13,501,833
Assets. Value of employer securities2015-12-31$13,359,048
Total contributions received or receivable from employer(s)2015-12-31$50,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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$251,127
Total income from all sources2014-12-31$1,394,316
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$13,501,833
Total plan assets at beginning of year2014-12-31$12,358,644
Value of fidelity bond covering the plan2014-12-31$500,000
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$1,144,316
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,394,316
Net plan assets at end of year (total assets less liabilities)2014-12-31$13,501,833
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$12,107,517
Assets. Value of employer securities2014-12-31$13,082,050
Total contributions received or receivable from employer(s)2014-12-31$250,000
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 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$251,127
Total plan liabilities at beginning of year2013-12-31$1,261,287
Total income from all sources2013-12-31$-582,549
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$12,358,644
Total plan assets at beginning of year2013-12-31$13,951,353
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-982,549
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-582,549
Net plan assets at end of year (total assets less liabilities)2013-12-31$12,107,517
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$12,690,066
Assets. Value of employer securities2013-12-31$12,358,644
Total contributions received or receivable from employer(s)2013-12-31$400,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$1,261,287
Total plan liabilities at beginning of year2012-12-31$2,668,960
Total income from all sources2012-12-31$2,734,026
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$13,951,353
Total plan assets at beginning of year2012-12-31$12,625,000
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$2,101,393
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$2,734,026
Net plan assets at end of year (total assets less liabilities)2012-12-31$12,690,066
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$9,956,040
Assets. Value of employer securities2012-12-31$13,951,353
Total contributions received or receivable from employer(s)2012-12-31$632,633
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$2,668,960
Total plan liabilities at beginning of year2011-12-31$3,345,036
Total income from all sources2011-12-31$6,231,076
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$12,625,000
Total plan assets at beginning of year2011-12-31$7,070,000
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$5,555,000
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$6,231,076
Net plan assets at end of year (total assets less liabilities)2011-12-31$9,956,040
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,724,964
Assets. Value of employer securities2011-12-31$12,625,000
Total contributions received or receivable from employer(s)2011-12-31$676,076
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$3,345,036
Total plan liabilities at beginning of year2010-12-31$3,968,779
Total income from all sources2010-12-31$-706,257
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$7,070,000
Total plan assets at beginning of year2010-12-31$8,400,000
Value of fidelity bond covering the plan2010-12-31$707,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-1,330,000
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-706,257
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,724,964
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,431,221
Assets. Value of employer securities2010-12-31$7,070,000
Total contributions received or receivable from employer(s)2010-12-31$623,743
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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
2009: THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP 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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