401k Plan data: PROCESS/KANA, INC. 401(K) PLAN plan

PROCESS/KANA, INC. 401(K) PLAN 401k Plan overview

Plan Name	PROCESS/KANA, INC. 401(K) PLAN
Plan identification number	001

PROCESS/KANA, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PROCESS/KANA, INC. has sponsored the creation of one or more 401k plans.

Company Name: PROCESS/KANA, INC.

Employer identification number (EIN): 251407270

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROCESS/KANA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JEFFREY KANA 2023-08-22 JEFFREY KANA 2023-08-22
001 2021-01-01 JEFFREY KANA 2022-03-25 JEFFREY KANA 2022-03-25
001 2020-01-01 JEFFREY KANA 2021-05-28 JEFFREY KANA 2021-05-28
001 2019-01-01 JEFFREY KANA 2020-04-06 JEFFREY KANA 2020-04-06
001 2018-01-01 JEFFREY KANA 2019-04-01 JEFFREY KANA 2019-04-01
001 2017-01-01 JEFFREY KANA 2018-03-05 JEFFREY KANA 2018-03-05
001 2016-01-01 JEFFREY KANA 2017-04-10 JEFFREY KANA 2017-04-10
001 2015-01-01 JEFFREY KANA 2016-07-14 JEFFREY KANA 2016-07-14
001 2014-01-01 JEFFREY KANA 2015-07-06 JEFFREY KANA 2015-07-06
001 2013-01-01 JEFFREY KANA 2014-05-09 JEFFREY KANA 2014-05-09
001 2012-01-01 JEFFREY KANA
001 2011-01-01 JEFFREY KANA
001 2010-01-01 JEFFREY KANA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JEFFREY KANA	2023-08-22	JEFFREY KANA	2023-08-22
001	2021-01-01	JEFFREY KANA	2022-03-25	JEFFREY KANA	2022-03-25
001	2020-01-01	JEFFREY KANA	2021-05-28	JEFFREY KANA	2021-05-28
001	2019-01-01	JEFFREY KANA	2020-04-06	JEFFREY KANA	2020-04-06
001	2018-01-01	JEFFREY KANA	2019-04-01	JEFFREY KANA	2019-04-01
001	2017-01-01	JEFFREY KANA	2018-03-05	JEFFREY KANA	2018-03-05
001	2016-01-01	JEFFREY KANA	2017-04-10	JEFFREY KANA	2017-04-10
001	2015-01-01	JEFFREY KANA	2016-07-14	JEFFREY KANA	2016-07-14
001	2014-01-01	JEFFREY KANA	2015-07-06	JEFFREY KANA	2015-07-06
001	2013-01-01	JEFFREY KANA	2014-05-09	JEFFREY KANA	2014-05-09
001	2012-01-01	JEFFREY KANA
001	2011-01-01	JEFFREY KANA
001	2010-01-01	JEFFREY KANA

Plan Statistics for PROCESS/KANA, INC. 401(K) PLAN

401k plan membership statisitcs for PROCESS/KANA, INC. 401(K) PLAN

Measure Date Value
2012: PROCESS/KANA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PROCESS/KANA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PROCESS/KANA, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2012: PROCESS/KANA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PROCESS/KANA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PROCESS/KANA, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on PROCESS/KANA, INC. 401(K) PLAN

Measure	Date	Value
2012 : PROCESS/KANA, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$52,166
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$178,813
Total plan assets at beginning of year	2012-12-31	$126,647
Value of fidelity bond covering the plan	2012-12-31	$30,000
Total contributions received or receivable from participants	2012-12-31	$34,000
Other income received	2012-12-31	$8,563
Net income (gross income less expenses)	2012-12-31	$52,166
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$178,813
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$126,647
Total contributions received or receivable from employer(s)	2012-12-31	$9,603
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PROCESS/KANA, INC. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$35,421
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$126,647
Total plan assets at beginning of year	2011-12-31	$91,226
Value of fidelity bond covering the plan	2011-12-31	$30,000
Total contributions received or receivable from participants	2011-12-31	$33,000
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-3,147
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$35,421
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$126,647
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$91,226
Total contributions received or receivable from employer(s)	2011-12-31	$5,568
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PROCESS/KANA, INC. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$7,339
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$91,226
Total plan assets at beginning of year	2010-12-31	$83,887
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$7,339
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$7,339
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$91,226
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$83,887
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for PROCESS/KANA, INC. 401(K) PLAN

2012: PROCESS/KANA, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROCESS/KANA, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PROCESS/KANA, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PROCESS/KANA, INC.
Employer identification number (EIN):	251407270
NAIC Classification:	423800