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DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

DAKOTA SOFTWARE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:DAKOTA SOFTWARE CORPORATION
Employer identification number (EIN):161444228
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about DAKOTA SOFTWARE CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1993-08-30
Company Identification Number: 1753111
Legal Registered Office Address: 26300 Cedar Rd
Suite 1105
Beachwood
United States of America (USA)
44122

More information about DAKOTA SOFTWARE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAKOTA SOFTWARE CORPORATION 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
0012017-01-01SUSAN BLOOM
0012016-01-01SUSAN BLOOM
0012015-01-01SUSAN BLOOM
0012014-01-01SUSAN BLOOM
0012013-01-01SUSAN BLOOM
0012012-01-01SUSAN BLOOM
0012011-01-01SUSAN BLOOM
0012009-01-01SUSAN A. BLOOM

Plan Statistics for DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0160
Total number of active participants reported on line 7a of the Form 55002022-01-0127
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0131
Total of all active and inactive participants2022-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0158
Number of participants with account balances2022-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0165
Total number of active participants reported on line 7a of the Form 55002021-01-0129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0160
Number of participants with account balances2021-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0171
Total number of active participants reported on line 7a of the Form 55002020-01-0138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0165
Number of participants with account balances2020-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0177
Total number of active participants reported on line 7a of the Form 55002019-01-0146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0171
Number of participants with account balances2019-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0180
Total number of active participants reported on line 7a of the Form 55002018-01-0150
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0177
Number of participants with account balances2018-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0171
Total number of active participants reported on line 7a of the Form 55002017-01-0160
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0180
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0161
Total number of active participants reported on line 7a of the Form 55002016-01-0160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0171
Number of participants with account balances2016-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0150
Total number of active participants reported on line 7a of the Form 55002015-01-0152
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0161
Number of participants with account balances2015-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0140
Total number of active participants reported on line 7a of the Form 55002014-01-0143
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0150
Number of participants with account balances2014-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0140
Number of participants with account balances2013-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0135
Total number of active participants reported on line 7a of the Form 55002012-01-0135
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0139
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0131
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0126
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-715,300
Expenses. Total of all expenses incurred2022-12-31$474,166
Benefits paid (including direct rollovers)2022-12-31$450,135
Total plan assets at end of year2022-12-31$4,324,922
Total plan assets at beginning of year2022-12-31$5,514,388
Value of fidelity bond covering the plan2022-12-31$2,105,418
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$205,117
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-982,731
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,189,466
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,324,922
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,514,388
Assets. Value of participant loans2022-12-31$46,922
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$62,314
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$24,031
2021 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,162,816
Expenses. Total of all expenses incurred2021-12-31$911,810
Benefits paid (including direct rollovers)2021-12-31$885,988
Total plan assets at end of year2021-12-31$5,514,388
Total plan assets at beginning of year2021-12-31$5,263,382
Value of fidelity bond covering the plan2021-12-31$2,105,418
Total contributions received or receivable from participants2021-12-31$268,138
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$1,119
Other income received2021-12-31$814,585
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$251,006
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,514,388
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,263,382
Assets. Value of participant loans2021-12-31$11,680
Total contributions received or receivable from employer(s)2021-12-31$78,974
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$25,822
2020 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,161,468
Expenses. Total of all expenses incurred2020-12-31$540,800
Benefits paid (including direct rollovers)2020-12-31$518,331
Total plan assets at end of year2020-12-31$5,263,382
Total plan assets at beginning of year2020-12-31$4,642,714
Value of fidelity bond covering the plan2020-12-31$2,105,418
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$323,768
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$32,637
Other income received2020-12-31$709,696
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$620,668
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,263,382
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,642,714
Assets. Value of participant loans2020-12-31$44,173
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$95,367
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$22,469
2019 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,402,588
Expenses. Total of all expenses incurred2019-12-31$856,116
Benefits paid (including direct rollovers)2019-12-31$835,637
Total plan assets at end of year2019-12-31$4,642,714
Total plan assets at beginning of year2019-12-31$4,096,242
Value of fidelity bond covering the plan2019-12-31$2,105,418
Total contributions received or receivable from participants2019-12-31$343,336
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$7,089
Other income received2019-12-31$945,200
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$546,472
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,642,714
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,096,242
Assets. Value of participant loans2019-12-31$40,699
Total contributions received or receivable from employer(s)2019-12-31$106,963
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$20,479
2018 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$157,505
Expenses. Total of all expenses incurred2018-12-31$429,568
Benefits paid (including direct rollovers)2018-12-31$424,425
Total plan assets at end of year2018-12-31$4,096,242
Total plan assets at beginning of year2018-12-31$4,368,305
Value of fidelity bond covering the plan2018-12-31$2,105,418
Total contributions received or receivable from participants2018-12-31$347,040
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$991
Other income received2018-12-31$-317,751
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-272,063
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,096,242
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,368,305
Assets. Value of participant loans2018-12-31$34,870
Total contributions received or receivable from employer(s)2018-12-31$127,225
Value of certain deemed distributions of participant loans2018-12-31$572
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,571
2017 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,462,443
Expenses. Total of all expenses incurred2017-12-31$388,382
Benefits paid (including direct rollovers)2017-12-31$383,624
Total plan assets at end of year2017-12-31$4,368,305
Total plan assets at beginning of year2017-12-31$3,294,244
Value of fidelity bond covering the plan2017-12-31$2,105,418
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$382,505
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$272,510
Other income received2017-12-31$664,584
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,074,061
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,368,305
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,294,244
Assets. Value of participant loans2017-12-31$39,270
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$142,844
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,758
2016 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$747,236
Expenses. Total of all expenses incurred2016-12-31$200,763
Benefits paid (including direct rollovers)2016-12-31$196,466
Total plan assets at end of year2016-12-31$3,294,244
Total plan assets at beginning of year2016-12-31$2,747,771
Value of fidelity bond covering the plan2016-12-31$2,105,418
Total contributions received or receivable from participants2016-12-31$371,121
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$2,578
Other income received2016-12-31$226,048
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$546,473
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,294,244
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,747,771
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$147,489
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,297
2015 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$454,641
Expenses. Total of all expenses incurred2015-12-31$441,916
Benefits paid (including direct rollovers)2015-12-31$437,506
Total plan assets at end of year2015-12-31$2,747,771
Total plan assets at beginning of year2015-12-31$2,735,046
Value of fidelity bond covering the plan2015-12-31$2,105,418
Total contributions received or receivable from participants2015-12-31$308,639
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$51,685
Other income received2015-12-31$-18,234
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$12,725
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,747,771
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,735,046
Assets. Value of participant loans2015-12-31$1,971
Total contributions received or receivable from employer(s)2015-12-31$112,551
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,410
2014 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$467,860
Expenses. Total of all expenses incurred2014-12-31$124,319
Benefits paid (including direct rollovers)2014-12-31$115,458
Total plan assets at end of year2014-12-31$2,735,046
Total plan assets at beginning of year2014-12-31$2,391,505
Value of fidelity bond covering the plan2014-12-31$2,105,418
Total contributions received or receivable from participants2014-12-31$252,629
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$158,292
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$343,541
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,735,046
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,391,505
Assets. Value of participant loans2014-12-31$27,040
Total contributions received or receivable from employer(s)2014-12-31$56,939
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$4,364
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,497
2013 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$614,880
Expenses. Total of all expenses incurred2013-12-31$69,558
Benefits paid (including direct rollovers)2013-12-31$64,686
Total plan assets at end of year2013-12-31$2,391,505
Total plan assets at beginning of year2013-12-31$1,846,183
Value of fidelity bond covering the plan2013-12-31$2,105,418
Total contributions received or receivable from participants2013-12-31$220,600
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$339,103
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$545,322
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,391,505
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,846,183
Assets. Value of participant loans2013-12-31$6,042
Total contributions received or receivable from employer(s)2013-12-31$55,177
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$573
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,299
2012 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$459,207
Expenses. Total of all expenses incurred2012-12-31$59,391
Benefits paid (including direct rollovers)2012-12-31$58,337
Total plan assets at end of year2012-12-31$1,846,183
Total plan assets at beginning of year2012-12-31$1,446,367
Value of fidelity bond covering the plan2012-12-31$2,105,418
Total contributions received or receivable from participants2012-12-31$175,002
Contributions received from other sources (not participants or employers)2012-12-31$123,449
Other income received2012-12-31$115,401
Net income (gross income less expenses)2012-12-31$399,816
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,846,183
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,446,367
Assets. Value of participant loans2012-12-31$8,054
Total contributions received or receivable from employer(s)2012-12-31$45,355
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,054
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$2
Total income from all sources2011-12-31$47,683
Expenses. Total of all expenses incurred2011-12-31$9,192
Benefits paid (including direct rollovers)2011-12-31$2,696
Total plan assets at end of year2011-12-31$1,446,367
Total plan assets at beginning of year2011-12-31$1,407,874
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$106,744
Expenses. Other expenses not covered elsewhere2011-12-31$81
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-93,660
Net income (gross income less expenses)2011-12-31$38,491
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,446,367
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,407,874
Assets. Value of participant loans2011-12-31$9,858
Total contributions received or receivable from employer(s)2011-12-31$34,599
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$6,415
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$240,025
Expenses. Total of all expenses incurred2010-12-31$141,679
Benefits paid (including direct rollovers)2010-12-31$141,679
Total plan assets at end of year2010-12-31$1,407,874
Total plan assets at beginning of year2010-12-31$1,309,528
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$95,156
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$124,749
Net income (gross income less expenses)2010-12-31$98,346
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,407,874
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,309,528
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$20,120
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for DAKOTA SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-823913
Policy instance 1
Insurance contract or identification numberGA-823913
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $3,364
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,364
Insurance broker organization code?3
Insurance broker nameINVERNESS SECURITIES LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-823913
Policy instance 1
Insurance contract or identification numberGA-823913
Number of Individuals Covered26
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,819
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-823913
Policy instance 1
Insurance contract or identification numberGA-823913
Number of Individuals Covered26
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,782
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,782
Insurance broker organization code?3
Insurance broker nameINVERNESS SECURITIES LLC

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