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ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORACLE FINANCIAL SERVICES SOFTWARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORACLE FINANCIAL SERVICES SOFTWARE, INC.
Employer identification number (EIN):134200183
NAIC Classification:443142
NAIC Description:Electronics Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHAHEEN KAUSER
0012016-01-01SHAHEEN KAUSER
0012016-01-01
0012015-01-01SHAHEEN KAUSER
0012014-01-01SHAHEEN KAUSER
0012013-01-01SHAHEEN KAUSER
0012012-01-01SHAHEEN KAUSER
0012011-01-01NITHYA APPAVOO
0012010-01-01SHAHEEN KAUSER
0012009-01-01SHAHEEN KAUSER
0012008-01-01SHAHEEN KAUSER
0012007-01-01SHAHEEN KAUSER
0012006-01-01SHAHEEN KAUSER

Plan Statistics for ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01631
Total number of active participants reported on line 7a of the Form 55002022-01-01301
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01341
Total of all active and inactive participants2022-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01645
Number of participants with account balances2022-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01664
Total number of active participants reported on line 7a of the Form 55002021-01-01291
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01338
Total of all active and inactive participants2021-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01630
Number of participants with account balances2021-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01719
Total number of active participants reported on line 7a of the Form 55002020-01-01326
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01337
Total of all active and inactive participants2020-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01664
Number of participants with account balances2020-01-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,122
Total number of active participants reported on line 7a of the Form 55002019-01-01393
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01318
Total of all active and inactive participants2019-01-01714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01714
Number of participants with account balances2019-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01766
Total number of active participants reported on line 7a of the Form 55002018-01-01766
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01342
Total of all active and inactive participants2018-01-011,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,114
Number of participants with account balances2018-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01675
Total number of active participants reported on line 7a of the Form 55002017-01-01423
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01342
Total of all active and inactive participants2017-01-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01766
Number of participants with account balances2017-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01642
Total number of active participants reported on line 7a of the Form 55002016-01-01390
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01269
Total of all active and inactive participants2016-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01659
Number of participants with account balances2016-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0160
2015: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01748
Total number of active participants reported on line 7a of the Form 55002015-01-01408
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01226
Total of all active and inactive participants2015-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01634
Number of participants with account balances2015-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01614
Total number of active participants reported on line 7a of the Form 55002014-01-01509
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01234
Total of all active and inactive participants2014-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01743
Number of participants with account balances2014-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01721
Total number of active participants reported on line 7a of the Form 55002013-01-01601
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01601
Number of participants with account balances2013-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01775
Total number of active participants reported on line 7a of the Form 55002012-01-01481
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01238
Total of all active and inactive participants2012-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01721
Number of participants with account balances2012-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01508
Total number of active participants reported on line 7a of the Form 55002011-01-01561
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01208
Total of all active and inactive participants2011-01-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01770
Number of participants with account balances2011-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01446
Total number of active participants reported on line 7a of the Form 55002010-01-01468
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 participants2010-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01468
Number of participants with account balances2010-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01399
Total number of active participants reported on line 7a of the Form 55002009-01-01446
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 participants2009-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01446
Number of participants with account balances2009-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01593
Total number of active participants reported on line 7a of the Form 55002008-01-01399
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01399
Number of participants with account balances2008-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01202
Total number of active participants reported on line 7a of the Form 55002007-01-01512
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0181
Total of all active and inactive participants2007-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01593
Number of participants with account balances2007-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-01238
Total number of active participants reported on line 7a of the Form 55002006-01-01199
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-013
Total of all active and inactive participants2006-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-01202
Number of participants with account balances2006-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-011

Financial Data on ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-17,622,640
Total of all expenses incurred2022-12-31$3,806,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,624,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,202,877
Value of total assets at end of year2022-12-31$66,782,758
Value of total assets at beginning of year2022-12-31$88,212,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$182,378
Total interest from all sources2022-12-31$115,706
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$774,248
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$774,248
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,722,270
Participant contributions at end of year2022-12-31$263,931
Participant contributions at beginning of year2022-12-31$238,390
Assets. Other investments not covered elsewhere at end of year2022-12-31$54,307
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$75,928
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$435
Other income not declared elsewhere2022-12-31$-62,517
Administrative expenses (other) incurred2022-12-31$79,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,429,466
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,782,758
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$88,212,224
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
Investment advisory and management fees2022-12-31$102,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,066,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$80,990,448
Interest on participant loans2022-12-31$13,486
Interest earned on other investments2022-12-31$102,025
Value of interest in common/collective trusts at end of year2022-12-31$14,180,784
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$68,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,148,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,982,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,233,134
Net investment gain/loss from pooled separate accounts2022-12-31$-12,182,563
Net investment gain or loss from common/collective trusts2022-12-31$-1,237,257
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$1,404,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,624,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31SAX LLP
Accountancy firm EIN2022-12-31812950760
2021 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$13,664,005
Total of all expenses incurred2021-12-31$7,090,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,913,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,302,405
Value of total assets at end of year2021-12-31$88,212,224
Value of total assets at beginning of year2021-12-31$81,638,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$177,032
Total interest from all sources2021-12-31$117,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$31,004
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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$3,737,160
Participant contributions at end of year2021-12-31$238,390
Participant contributions at beginning of year2021-12-31$422,222
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$113,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,872
Administrative expenses (other) incurred2021-12-31$1,600
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$6,573,896
Value of net assets at end of year (total assets less liabilities)2021-12-31$88,212,224
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$81,638,328
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
Investment advisory and management fees2021-12-31$144,428
Value of interest in pooled separate accounts at end of year2021-12-31$80,990,448
Value of interest in pooled separate accounts at beginning of year2021-12-31$72,888,139
Interest on participant loans2021-12-31$16,851
Interest earned on other investments2021-12-31$100,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,982,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,326,095
Net investment gain/loss from pooled separate accounts2021-12-31$8,244,226
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$1,451,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,913,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31SAX LLP
Accountancy firm EIN2021-12-31812950760
2020 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$24,073,662
Total of all expenses incurred2020-12-31$5,311,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,185,257
Expenses. Certain deemed distributions of participant loans2020-12-31$15,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,407,486
Value of total assets at end of year2020-12-31$81,638,328
Value of total assets at beginning of year2020-12-31$62,876,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$110,801
Total interest from all sources2020-12-31$143,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
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$3,787,547
Participant contributions at end of year2020-12-31$422,222
Participant contributions at beginning of year2020-12-31$457,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$878
Administrative expenses (other) incurred2020-12-31$1,890
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$18,762,169
Value of net assets at end of year (total assets less liabilities)2020-12-31$81,638,328
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,876,159
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
Investment advisory and management fees2020-12-31$108,911
Value of interest in pooled separate accounts at end of year2020-12-31$72,888,139
Value of interest in pooled separate accounts at beginning of year2020-12-31$55,605,463
Interest on participant loans2020-12-31$23,639
Interest earned on other investments2020-12-31$119,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,326,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,811,856
Net investment gain/loss from pooled separate accounts2020-12-31$18,522,938
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,619,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,185,257
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31SAX LLP
Accountancy firm EIN2020-12-31812950760
2019 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$16,473,214
Total of all expenses incurred2019-12-31$3,094,786
Total of all expenses incurred2019-12-31$3,094,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,980,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,980,107
Expenses. Certain deemed distributions of participant loans2019-12-31$2,783
Expenses. Certain deemed distributions of participant loans2019-12-31$2,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,548,654
Value of total assets at end of year2019-12-31$62,876,159
Value of total assets at beginning of year2019-12-31$49,497,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,896
Total interest from all sources2019-12-31$125,780
Total interest from all sources2019-12-31$125,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$15,500
Administrative expenses professional fees incurred2019-12-31$15,500
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,803,048
Participant contributions at end of year2019-12-31$457,962
Participant contributions at end of year2019-12-31$457,962
Participant contributions at beginning of year2019-12-31$445,926
Participant contributions at beginning of year2019-12-31$445,926
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,686
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$952
Administrative expenses (other) incurred2019-12-31$2,250
Administrative expenses (other) incurred2019-12-31$2,250
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
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$13,378,428
Value of net income/loss2019-12-31$13,378,428
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,876,159
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,497,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$94,146
Investment advisory and management fees2019-12-31$94,146
Value of interest in pooled separate accounts at end of year2019-12-31$55,605,463
Value of interest in pooled separate accounts at beginning of year2019-12-31$42,932,364
Interest on participant loans2019-12-31$22,670
Interest earned on other investments2019-12-31$103,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,811,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,118,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,118,489
Net investment gain/loss from pooled separate accounts2019-12-31$10,798,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,740,920
Contributions received in cash from employer2019-12-31$1,740,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,980,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,980,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SAX LLP
Accountancy firm name2019-12-31SAX LLP
Accountancy firm EIN2019-12-31812950760
Accountancy firm EIN2019-12-31812950760
2018 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,459,829
Total of all expenses incurred2018-12-31$2,965,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,838,520
Expenses. Certain deemed distributions of participant loans2018-12-31$20,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,406,206
Value of total assets at end of year2018-12-31$49,497,731
Value of total assets at beginning of year2018-12-31$49,003,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$106,663
Total interest from all sources2018-12-31$98,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$15,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
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$3,547,899
Participant contributions at end of year2018-12-31$445,926
Participant contributions at beginning of year2018-12-31$434,691
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$108,701
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$952
Administrative expenses (other) incurred2018-12-31$4,590
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$494,111
Value of net assets at end of year (total assets less liabilities)2018-12-31$49,497,731
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,003,620
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
Investment advisory and management fees2018-12-31$87,073
Value of interest in pooled separate accounts at end of year2018-12-31$42,932,364
Value of interest in pooled separate accounts at beginning of year2018-12-31$43,457,620
Interest on participant loans2018-12-31$22,343
Interest earned on other investments2018-12-31$75,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,118,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,111,309
Net investment gain/loss from pooled separate accounts2018-12-31$-2,044,469
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$1,749,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,838,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31SAX LLP
Accountancy firm EIN2018-12-31812950760
2017 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$12,634,826
Total of all expenses incurred2017-12-31$3,442,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,365,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,743,023
Value of total assets at end of year2017-12-31$49,003,620
Value of total assets at beginning of year2017-12-31$39,811,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$76,327
Total interest from all sources2017-12-31$79,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$3,098,442
Participant contributions at end of year2017-12-31$434,691
Participant contributions at beginning of year2017-12-31$524,016
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$67,407
Administrative expenses (other) incurred2017-12-31$41,901
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$9,192,553
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,003,620
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,811,067
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
Investment advisory and management fees2017-12-31$34,426
Value of interest in pooled separate accounts at end of year2017-12-31$43,457,620
Value of interest in pooled separate accounts at beginning of year2017-12-31$33,767,224
Interest on participant loans2017-12-31$20,821
Interest earned on other investments2017-12-31$58,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,111,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,519,827
Net investment gain/loss from pooled separate accounts2017-12-31$7,812,045
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$1,577,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,365,946
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31SAX LLP
Accountancy firm EIN2017-12-31812950760
2016 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,665,339
Total of all expenses incurred2016-12-31$1,889,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,807,561
Expenses. Certain deemed distributions of participant loans2016-12-31$26,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,696,796
Value of total assets at end of year2016-12-31$39,811,067
Value of total assets at beginning of year2016-12-31$35,035,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55,097
Total interest from all sources2016-12-31$31,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,990,842
Participant contributions at end of year2016-12-31$524,016
Participant contributions at beginning of year2016-12-31$645,168
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$126,571
Other income not declared elsewhere2016-12-31$123,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,775,747
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,811,067
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,035,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$33,767,224
Value of interest in pooled separate accounts at beginning of year2016-12-31$30,748,958
Interest on participant loans2016-12-31$31,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,519,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,641,194
Net investment gain/loss from pooled separate accounts2016-12-31$1,813,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,579,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,807,561
Contract administrator fees2016-12-31$55,097
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HUNTER GROUP, LLC
Accountancy firm EIN2016-12-31221807874
2015 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,224,233
Total of all expenses incurred2015-12-31$1,326,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,323,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,075,370
Value of total assets at end of year2015-12-31$35,035,320
Value of total assets at beginning of year2015-12-31$32,137,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,220
Total interest from all sources2015-12-31$27,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,450,640
Participant contributions at end of year2015-12-31$645,168
Participant contributions at beginning of year2015-12-31$718,461
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$384,258
Other income not declared elsewhere2015-12-31$50,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,897,754
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,035,320
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,137,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$30,748,958
Value of interest in pooled separate accounts at beginning of year2015-12-31$28,096,489
Interest on participant loans2015-12-31$27,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,641,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,322,616
Net investment gain/loss from pooled separate accounts2015-12-31$70,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,240,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,323,259
Contract administrator fees2015-12-31$3,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HUNTER GROUP, LLC
Accountancy firm EIN2015-12-31221807874
2014 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,997,748
Total of all expenses incurred2014-12-31$3,225,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,221,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,312,977
Value of total assets at end of year2014-12-31$32,137,566
Value of total assets at beginning of year2014-12-31$30,365,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,274
Total interest from all sources2014-12-31$21,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,155,343
Participant contributions at end of year2014-12-31$718,461
Participant contributions at beginning of year2014-12-31$476,808
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$186,173
Other income not declared elsewhere2014-12-31$46,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,772,529
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,137,566
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,365,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$28,096,489
Value of interest in pooled separate accounts at beginning of year2014-12-31$26,188,063
Interest on participant loans2014-12-31$21,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,322,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,700,166
Net investment gain/loss from pooled separate accounts2014-12-31$1,616,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$971,461
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,221,945
Contract administrator fees2014-12-31$3,274
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HUNTER GROUP, LLC
Accountancy firm EIN2014-12-31221807874
2013 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,155,210
Total of all expenses incurred2013-12-31$3,849,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,846,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,464,787
Value of total assets at end of year2013-12-31$30,365,037
Value of total assets at beginning of year2013-12-31$25,059,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,650
Total interest from all sources2013-12-31$20,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,296,713
Participant contributions at end of year2013-12-31$476,808
Participant contributions at beginning of year2013-12-31$350,114
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$50,397
Other income not declared elsewhere2013-12-31$54,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,305,810
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,365,037
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,059,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$26,188,063
Value of interest in pooled separate accounts at beginning of year2013-12-31$20,474,806
Interest on participant loans2013-12-31$20,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,700,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,234,307
Net investment gain/loss from pooled separate accounts2013-12-31$5,614,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,117,677
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,846,750
Contract administrator fees2013-12-31$2,650
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HUNTER GROUP LLC
Accountancy firm EIN2013-12-31221807874
2012 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$628,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,460,762
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,679,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,678,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,948,935
Value of total assets at end of year2012-12-31$25,059,227
Value of total assets at beginning of year2012-12-31$20,649,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,400
Total interest from all sources2012-12-31$10,563
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,976,346
Participant contributions at end of year2012-12-31$350,114
Participant contributions at beginning of year2012-12-31$261,208
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$75,513
Other income not declared elsewhere2012-12-31$66,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,781,014
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,059,227
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,649,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$20,474,806
Value of interest in pooled separate accounts at beginning of year2012-12-31$16,664,754
Interest on participant loans2012-12-31$10,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,234,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,723,569
Net investment gain/loss from pooled separate accounts2012-12-31$2,434,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$897,076
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,678,348
Contract administrator fees2012-12-31$1,400
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2012-12-31221807874
2011 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,956,757
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,984,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,984,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,683,380
Value of total assets at end of year2011-12-31$20,649,531
Value of total assets at beginning of year2011-12-31$20,677,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$8,681
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,776,500
Participant contributions at end of year2011-12-31$261,208
Participant contributions at beginning of year2011-12-31$186,956
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$58,521
Other income not declared elsewhere2011-12-31$82,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-28,114
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,649,531
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,677,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$16,664,754
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,001,640
Interest on participant loans2011-12-31$8,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,723,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,489,049
Net investment gain/loss from pooled separate accounts2011-12-31$-817,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$848,359
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,984,871
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2011-12-31221807874
2010 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,497,322
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$928,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$928,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,814,947
Value of total assets at end of year2010-12-31$20,677,645
Value of total assets at beginning of year2010-12-31$16,109,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$5,146
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,859,114
Participant contributions at end of year2010-12-31$186,956
Participant contributions at beginning of year2010-12-31$77,643
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,307
Other income not declared elsewhere2010-12-31$91,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,568,327
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,677,645
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,109,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$17,001,640
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,649,384
Interest on participant loans2010-12-31$5,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,489,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,382,291
Net investment gain/loss from pooled separate accounts2010-12-31$2,585,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$923,526
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$928,995
Contract administrator fees2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2010-12-31221807874
2009 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total transfer of assets to this plan2008-12-31$1,536,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$-2,316,082
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$678,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$677,970
Expenses. Certain deemed distributions of participant loans2008-12-31$1,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$2,669,610
Value of total assets at end of year2008-12-31$11,247,588
Value of total assets at beginning of year2008-12-31$12,706,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$0
Total interest from all sources2008-12-31$3,825
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31No
If this is an individual account plan, was there a blackout period2008-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$1,747,070
Participant contributions at end of year2008-12-31$83,375
Participant contributions at beginning of year2008-12-31$45,805
Assets. Other investments not covered elsewhere at end of year2008-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2008-12-31$10,809,758
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$94,110
Other income not declared elsewhere2008-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-2,995,068
Value of net assets at end of year (total assets less liabilities)2008-12-31$11,247,588
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$12,706,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in pooled separate accounts at end of year2008-12-31$8,720,145
Value of interest in pooled separate accounts at beginning of year2008-12-31$1,659,230
Interest on participant loans2008-12-31$3,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$2,444,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$191,772
Net investment gain/loss from pooled separate accounts2008-12-31$-4,989,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$828,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$677,970
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31HUNTER GROUP CPA LLC
Accountancy firm EIN2008-12-31221807874
2007 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
2006 : ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2006 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-12-31$0

Form 5500 Responses for ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN

2022: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517847
Policy instance 2
Insurance contract or identification number517847
Number of Individuals Covered628
Insurance policy start date2022-02-23
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164
Policy instance 1
Insurance contract or identification number351164
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-02-23
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164
Policy instance 1
Insurance contract or identification number351164
Number of Individuals Covered630
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164
Policy instance 1
Insurance contract or identification number351164
Number of Individuals Covered660
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164
Policy instance 1
Insurance contract or identification number351164
Number of Individuals Covered689
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164
Policy instance 1
Insurance contract or identification number351164
Number of Individuals Covered738
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164
Policy instance 1
Insurance contract or identification number351164
Number of Individuals Covered691
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164-000
Policy instance 1
Insurance contract or identification number351164-000
Number of Individuals Covered524
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $67,042
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,042
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164-000
Policy instance 1
Insurance contract or identification number351164-000
Number of Individuals Covered538
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $61,000
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees61000
Insurance broker organization code?3
Insurance broker nameMICHAEL SHEEHY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164-000
Policy instance 1
Insurance contract or identification number351164-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $52,726
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $52,726
Insurance broker organization code?3
Insurance broker nameMICHAEL SHEEHY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164-000
Policy instance 1
Insurance contract or identification number351164-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $45,263
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $45,263
Insurance broker organization code?3
Insurance broker nameMICHAEL SHEEHY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164-000
Policy instance 1
Insurance contract or identification number351164-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $36,608
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164-000
Policy instance 1
Insurance contract or identification number351164-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $43,458
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $43,458
Insurance broker organization code?3
Insurance broker nameWILLIAM F MURY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number351164-000
Policy instance 1
Insurance contract or identification number351164-000
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $25,869
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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

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