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UNIFY INC. PENSION PLAN 401k Plan overview

Plan NameUNIFY INC. PENSION PLAN
Plan identification number 001

UNIFY INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

UNIFY INC. has sponsored the creation of one or more 401k plans.

Company Name:UNIFY INC.
Employer identification number (EIN):262722137
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIFY INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARGARET KALEHER2023-09-11
0012021-01-01MARGARET KALEHER2022-10-10
0012020-01-01MARGARET KALEHER2021-10-25
0012020-01-01MARGARET KALEHER2021-10-13
0012019-01-01MARGARET KALEHER2020-10-14
0012019-01-01MARGARET KALEHER2020-10-16
0012018-01-01MARGARET KALEHER2019-10-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01IRMGARD FRIESS IRMGARD FRIESS2015-07-29
0012013-01-01IRMGARD FRIESS IRMGARD FRIESS2014-07-31
0012012-01-01AL KARIM ALIDINA
0012011-01-01AL KARIM ALIDINA
0012010-01-01KENDRA J. BRAGG, QKA
0012009-01-01KENDRA BRAGG
0012009-01-01ADRAINE CHAPMAN

Plan Statistics for UNIFY INC. PENSION PLAN

401k plan membership statisitcs for UNIFY INC. PENSION PLAN

Measure Date Value
2022: UNIFY INC. PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31302,504,533
Acturial value of plan assets2022-12-31302,504,533
Funding target for retired participants and beneficiaries receiving payment2022-12-31174,078,280
Number of terminated vested participants2022-12-31410
Fundng target for terminated vested participants2022-12-3144,909,059
Active participant vested funding target2022-12-3125,715,680
Number of active participants2022-12-31135
Total funding liabilities for active participants2022-12-3125,742,082
Total participant count2022-12-311,077
Total funding target for all participants2022-12-31244,729,421
Balance at beginning of prior year after applicable adjustments2022-12-3123,348,363
Prefunding balance at beginning of prior year after applicable adjustments2022-12-319,541,862
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3123,348,363
Amount remaining of prefunding balance2022-12-319,541,862
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3123,420,743
Balance of prefunding at beginning of current year2022-12-319,571,442
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31269,522
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,077
Total number of active participants reported on line 7a of the Form 55002022-01-01120
Number of retired or separated participants receiving benefits2022-01-01514
Number of other retired or separated participants entitled to future benefits2022-01-01383
Total of all active and inactive participants2022-01-011,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0131
Total participants2022-01-011,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIFY INC. PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31320,165,330
Acturial value of plan assets2021-12-31320,165,330
Funding target for retired participants and beneficiaries receiving payment2021-12-31178,824,710
Number of terminated vested participants2021-12-31431
Fundng target for terminated vested participants2021-12-3148,468,803
Active participant vested funding target2021-12-3131,782,167
Number of active participants2021-12-31151
Total funding liabilities for active participants2021-12-3131,823,167
Total participant count2021-12-311,099
Total funding target for all participants2021-12-31259,116,680
Balance at beginning of prior year after applicable adjustments2021-12-3120,852,338
Prefunding balance at beginning of prior year after applicable adjustments2021-12-318,521,802
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3120,852,338
Amount remaining of prefunding balance2021-12-318,521,802
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3123,348,363
Balance of prefunding at beginning of current year2021-12-319,541,862
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31267,474
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,099
Total number of active participants reported on line 7a of the Form 55002021-01-01135
Number of retired or separated participants receiving benefits2021-01-01504
Number of other retired or separated participants entitled to future benefits2021-01-01410
Total of all active and inactive participants2021-01-011,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIFY INC. PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31302,539,854
Acturial value of plan assets2020-12-31302,539,854
Funding target for retired participants and beneficiaries receiving payment2020-12-31166,464,426
Number of terminated vested participants2020-12-31459
Fundng target for terminated vested participants2020-12-3151,388,307
Active participant vested funding target2020-12-3134,978,451
Number of active participants2020-12-31170
Total funding liabilities for active participants2020-12-3135,050,402
Total participant count2020-12-311,124
Total funding target for all participants2020-12-31252,903,135
Balance at beginning of prior year after applicable adjustments2020-12-3117,622,629
Prefunding balance at beginning of prior year after applicable adjustments2020-12-317,064,999
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31335,000
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3117,287,629
Amount remaining of prefunding balance2020-12-317,064,999
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3120,852,338
Balance of prefunding at beginning of current year2020-12-318,521,802
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31891,575
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,124
Total number of active participants reported on line 7a of the Form 55002020-01-01151
Number of retired or separated participants receiving benefits2020-01-01491
Number of other retired or separated participants entitled to future benefits2020-01-01431
Total of all active and inactive participants2020-01-011,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-011,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIFY INC. PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31266,721,231
Acturial value of plan assets2019-12-31266,721,231
Funding target for retired participants and beneficiaries receiving payment2019-12-31160,510,717
Number of terminated vested participants2019-12-31460
Fundng target for terminated vested participants2019-12-3147,532,289
Active participant vested funding target2019-12-3150,649,160
Number of active participants2019-12-31227
Total funding liabilities for active participants2019-12-3150,755,355
Total participant count2019-12-311,156
Total funding target for all participants2019-12-31258,798,361
Balance at beginning of prior year after applicable adjustments2019-12-3118,703,703
Prefunding balance at beginning of prior year after applicable adjustments2019-12-317,498,407
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3118,703,703
Amount remaining of prefunding balance2019-12-317,498,407
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3117,622,629
Balance of prefunding at beginning of current year2019-12-317,064,999
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31335,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31335,000
Carryover balance elected to use to offset funding requirement2019-12-31335,000
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,156
Total number of active participants reported on line 7a of the Form 55002019-01-01170
Number of retired or separated participants receiving benefits2019-01-01470
Number of other retired or separated participants entitled to future benefits2019-01-01459
Total of all active and inactive participants2019-01-011,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0125
Total participants2019-01-011,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIFY INC. PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31300,192,340
Acturial value of plan assets2018-12-31300,192,340
Funding target for retired participants and beneficiaries receiving payment2018-12-31149,849,340
Number of terminated vested participants2018-12-31494
Fundng target for terminated vested participants2018-12-3150,863,120
Active participant vested funding target2018-12-3151,193,439
Number of active participants2018-12-31246
Total funding liabilities for active participants2018-12-3151,326,204
Total participant count2018-12-311,191
Total funding target for all participants2018-12-31252,038,664
Balance at beginning of prior year after applicable adjustments2018-12-3116,705,701
Prefunding balance at beginning of prior year after applicable adjustments2018-12-316,697,398
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3116,705,701
Amount remaining of prefunding balance2018-12-316,697,398
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3118,703,703
Balance of prefunding at beginning of current year2018-12-317,498,407
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31429,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,191
Total number of active participants reported on line 7a of the Form 55002018-01-01227
Number of retired or separated participants receiving benefits2018-01-01451
Number of other retired or separated participants entitled to future benefits2018-01-01460
Total of all active and inactive participants2018-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-011,156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIFY INC. PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31310,743,965
Acturial value of plan assets2017-12-31310,743,965
Funding target for retired participants and beneficiaries receiving payment2017-12-31132,699,184
Number of terminated vested participants2017-12-31601
Fundng target for terminated vested participants2017-12-3168,479,554
Active participant vested funding target2017-12-3159,570,688
Number of active participants2017-12-31292
Total funding liabilities for active participants2017-12-3159,936,775
Total participant count2017-12-311,308
Total funding target for all participants2017-12-31261,115,513
Balance at beginning of prior year after applicable adjustments2017-12-3115,475,406
Prefunding balance at beginning of prior year after applicable adjustments2017-12-316,204,167
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3115,475,406
Amount remaining of prefunding balance2017-12-316,204,167
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3116,705,701
Balance of prefunding at beginning of current year2017-12-316,697,398
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31376,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,308
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-01441
Number of other retired or separated participants entitled to future benefits2017-01-01494
Total of all active and inactive participants2017-01-011,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-011,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIFY INC. PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31302,406,912
Acturial value of plan assets2016-12-31302,406,912
Funding target for retired participants and beneficiaries receiving payment2016-12-31124,090,562
Number of terminated vested participants2016-12-31630
Fundng target for terminated vested participants2016-12-3167,175,223
Active participant vested funding target2016-12-3162,484,268
Number of active participants2016-12-31329
Total funding liabilities for active participants2016-12-3163,565,695
Total participant count2016-12-311,346
Total funding target for all participants2016-12-31254,831,480
Balance at beginning of prior year after applicable adjustments2016-12-3115,773,526
Prefunding balance at beginning of prior year after applicable adjustments2016-12-314,542,617
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3115,773,526
Amount remaining of prefunding balance2016-12-314,542,617
Present value of excess contributions2016-12-311,645,391
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,747,405
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,747,405
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3115,475,406
Balance of prefunding at beginning of current year2016-12-316,204,167
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31218,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,346
Total number of active participants reported on line 7a of the Form 55002016-01-01292
Number of retired or separated participants receiving benefits2016-01-01405
Number of other retired or separated participants entitled to future benefits2016-01-01601
Total of all active and inactive participants2016-01-011,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-011,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIFY INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,418
Total number of active participants reported on line 7a of the Form 55002015-01-01329
Number of retired or separated participants receiving benefits2015-01-01379
Number of other retired or separated participants entitled to future benefits2015-01-01630
Total of all active and inactive participants2015-01-011,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-011,346
2014: UNIFY INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,474
Total number of active participants reported on line 7a of the Form 55002014-01-01466
Number of retired or separated participants receiving benefits2014-01-01339
Number of other retired or separated participants entitled to future benefits2014-01-01606
Total of all active and inactive participants2014-01-011,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-011,418
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIFY INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,522
Total number of active participants reported on line 7a of the Form 55002013-01-01539
Number of retired or separated participants receiving benefits2013-01-01309
Number of other retired or separated participants entitled to future benefits2013-01-01621
Total of all active and inactive participants2013-01-011,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,474
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIFY INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,588
Total number of active participants reported on line 7a of the Form 55002012-01-01699
Number of retired or separated participants receiving benefits2012-01-01266
Number of other retired or separated participants entitled to future benefits2012-01-01554
Total of all active and inactive participants2012-01-011,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIFY INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,638
Total number of active participants reported on line 7a of the Form 55002011-01-01793
Number of retired or separated participants receiving benefits2011-01-01243
Number of other retired or separated participants entitled to future benefits2011-01-01551
Total of all active and inactive participants2011-01-011,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIFY INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,717
Total number of active participants reported on line 7a of the Form 55002010-01-01882
Number of retired or separated participants receiving benefits2010-01-01209
Number of other retired or separated participants entitled to future benefits2010-01-01547
Total of all active and inactive participants2010-01-011,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,638
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIFY INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,863
Total number of active participants reported on line 7a of the Form 55002009-01-011,327
Number of retired or separated participants receiving benefits2009-01-01116
Number of other retired or separated participants entitled to future benefits2009-01-01343
Total of all active and inactive participants2009-01-011,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,786
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIFY INC. PENSION PLAN

Measure Date Value
2022 : UNIFY INC. PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-55,848,967
Total unrealized appreciation/depreciation of assets2022-12-31$-55,848,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$170,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$118,175
Total income from all sources (including contributions)2022-12-31$-47,991,265
Total loss/gain on sale of assets2022-12-31$-8,700
Total of all expenses incurred2022-12-31$19,142,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,258,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$235,423,133
Value of total assets at beginning of year2022-12-31$302,504,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$884,101
Total interest from all sources2022-12-31$7,623,796
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$412,487
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$22,700,016
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$27,792,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,091,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,065,261
Other income not declared elsewhere2022-12-31$242,606
Administrative expenses (other) incurred2022-12-31$216,984
Liabilities. Value of operating payables at end of year2022-12-31$170,836
Liabilities. Value of operating payables at beginning of year2022-12-31$118,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-67,134,061
Value of net assets at end of year (total assets less liabilities)2022-12-31$235,252,297
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$302,386,358
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$254,630
Interest earned on other investments2022-12-31$429,064
Income. Interest from US Government securities2022-12-31$415,629
Income. Interest from corporate debt instruments2022-12-31$6,662,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$9,920,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$11,662,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$11,662,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$116,383
Asset value of US Government securities at end of year2022-12-31$47,610,076
Asset value of US Government securities at beginning of year2022-12-31$53,251,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,258,695
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$103,561,035
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$135,648,503
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$49,540,155
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$72,084,285
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
Aggregate proceeds on sale of assets2022-12-31$107,061,808
Aggregate carrying amount (costs) on sale of assets2022-12-31$107,070,508
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HARDING, SHYMANSKI & COMPANY, PSC
Accountancy firm EIN2022-12-31351346211
2021 : UNIFY INC. PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-8,389,296
Total unrealized appreciation/depreciation of assets2021-12-31$-8,389,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$118,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$67,892
Total income from all sources (including contributions)2021-12-31$1,630,244
Total loss/gain on sale of assets2021-12-31$2,126,177
Total of all expenses incurred2021-12-31$19,341,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,366,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$302,504,533
Value of total assets at beginning of year2021-12-31$320,165,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$974,938
Total interest from all sources2021-12-31$7,599,355
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,593
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$507,112
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$27,792,508
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$56,209,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,065,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,746,203
Other income not declared elsewhere2021-12-31$279,415
Administrative expenses (other) incurred2021-12-31$187,807
Liabilities. Value of operating payables at end of year2021-12-31$118,175
Liabilities. Value of operating payables at beginning of year2021-12-31$67,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-17,711,083
Value of net assets at end of year (total assets less liabilities)2021-12-31$302,386,358
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$320,097,441
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$280,019
Interest earned on other investments2021-12-31$366,565
Income. Interest from US Government securities2021-12-31$307,359
Income. Interest from corporate debt instruments2021-12-31$6,924,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$11,662,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$25,084,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$25,084,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,361
Asset value of US Government securities at end of year2021-12-31$53,251,217
Asset value of US Government securities at beginning of year2021-12-31$43,035,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Income. Dividends from common stock2021-12-31$14,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,366,389
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$135,648,503
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$104,179,850
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$72,084,285
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$74,709,474
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$15,199,543
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
Aggregate proceeds on sale of assets2021-12-31$274,441,597
Aggregate carrying amount (costs) on sale of assets2021-12-31$272,315,420
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HARDING, SHYMANSKI & COMPANY, PSC
Accountancy firm EIN2021-12-31351346211
2020 : UNIFY INC. PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$23,802,317
Total unrealized appreciation/depreciation of assets2020-12-31$23,802,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$67,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$80,274
Total income from all sources (including contributions)2020-12-31$35,406,771
Total loss/gain on sale of assets2020-12-31$6,037,506
Total of all expenses incurred2020-12-31$17,768,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,293,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$320,165,333
Value of total assets at beginning of year2020-12-31$302,539,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$475,605
Total interest from all sources2020-12-31$6,676,533
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$151,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$87,476
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$56,209,995
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$58,397,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,746,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,002,988
Other income not declared elsewhere2020-12-31$-1,261,374
Administrative expenses (other) incurred2020-12-31$181,641
Liabilities. Value of operating payables at end of year2020-12-31$67,892
Liabilities. Value of operating payables at beginning of year2020-12-31$80,274
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$17,637,860
Value of net assets at end of year (total assets less liabilities)2020-12-31$320,097,441
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$302,459,581
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$206,488
Interest earned on other investments2020-12-31$98,369
Income. Interest from US Government securities2020-12-31$180,073
Income. Interest from corporate debt instruments2020-12-31$6,308,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$25,084,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$24,381,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$24,381,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$89,755
Asset value of US Government securities at end of year2020-12-31$43,035,374
Asset value of US Government securities at beginning of year2020-12-31$29,960,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Income. Dividends from common stock2020-12-31$151,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,293,306
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$104,179,850
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$86,611,711
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$74,709,474
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$84,524,664
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$15,199,543
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$16,661,160
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
Aggregate proceeds on sale of assets2020-12-31$386,424,830
Aggregate carrying amount (costs) on sale of assets2020-12-31$380,387,324
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : UNIFY INC. PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$34,927,000
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$34,927,000
Total unrealized appreciation/depreciation of assets2019-12-31$34,927,000
Total unrealized appreciation/depreciation of assets2019-12-31$34,927,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$80,274
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$80,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$52,288
Total income from all sources (including contributions)2019-12-31$53,686,580
Total income from all sources (including contributions)2019-12-31$53,686,580
Total loss/gain on sale of assets2019-12-31$8,785,458
Total loss/gain on sale of assets2019-12-31$8,785,458
Total of all expenses incurred2019-12-31$17,895,943
Total of all expenses incurred2019-12-31$17,895,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,556,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,556,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$302,539,855
Value of total assets at end of year2019-12-31$302,539,855
Value of total assets at beginning of year2019-12-31$266,721,232
Value of total assets at beginning of year2019-12-31$266,721,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,339,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,339,861
Total interest from all sources2019-12-31$7,897,448
Total interest from all sources2019-12-31$7,897,448
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$251,820
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$251,820
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$172,699
Administrative expenses professional fees incurred2019-12-31$172,699
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$58,397,002
Assets. Other investments not covered elsewhere at end of year2019-12-31$58,397,002
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$38,019,226
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$38,019,226
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,002,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,307,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,307,725
Other income not declared elsewhere2019-12-31$1,271,074
Other income not declared elsewhere2019-12-31$1,271,074
Administrative expenses (other) incurred2019-12-31$919,204
Liabilities. Value of operating payables at end of year2019-12-31$80,274
Liabilities. Value of operating payables at end of year2019-12-31$80,274
Liabilities. Value of operating payables at beginning of year2019-12-31$52,288
Liabilities. Value of operating payables at beginning of year2019-12-31$52,288
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$35,790,637
Value of net income/loss2019-12-31$35,790,637
Value of net assets at end of year (total assets less liabilities)2019-12-31$302,459,581
Value of net assets at end of year (total assets less liabilities)2019-12-31$302,459,581
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$266,668,944
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$266,668,944
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$247,958
Investment advisory and management fees2019-12-31$247,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,764,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,764,504
Income. Interest from US Government securities2019-12-31$268,076
Income. Interest from US Government securities2019-12-31$268,076
Income. Interest from corporate debt instruments2019-12-31$7,236,514
Income. Interest from corporate debt instruments2019-12-31$7,236,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24,381,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24,381,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$16,843,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$16,843,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$16,843,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$16,843,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$392,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$392,858
Asset value of US Government securities at end of year2019-12-31$29,960,601
Asset value of US Government securities at beginning of year2019-12-31$27,442,329
Asset value of US Government securities at beginning of year2019-12-31$27,442,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$553,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$553,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Income. Dividends from common stock2019-12-31$251,820
Income. Dividends from common stock2019-12-31$251,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,556,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,556,082
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$86,611,711
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$86,611,711
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$67,386,897
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$67,386,897
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$84,524,664
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$84,524,664
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$93,063,774
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$93,063,774
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$16,661,160
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$16,893,507
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$16,893,507
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
Aggregate proceeds on sale of assets2019-12-31$244,290,345
Aggregate proceeds on sale of assets2019-12-31$244,290,345
Aggregate carrying amount (costs) on sale of assets2019-12-31$235,504,887
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : UNIFY INC. PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-20,952,722
Total unrealized appreciation/depreciation of assets2018-12-31$-20,952,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$52,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$104,934
Total income from all sources (including contributions)2018-12-31$-16,419,056
Total loss/gain on sale of assets2018-12-31$-3,702,757
Total of all expenses incurred2018-12-31$16,999,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,289,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$266,721,232
Value of total assets at beginning of year2018-12-31$300,192,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$710,222
Total interest from all sources2018-12-31$8,246,684
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$393,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$79,480
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$38,019,226
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$45,287,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,307,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,197,486
Other income not declared elsewhere2018-12-31$878,420
Administrative expenses (other) incurred2018-12-31$452,821
Liabilities. Value of operating payables at end of year2018-12-31$52,288
Liabilities. Value of operating payables at beginning of year2018-12-31$104,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-33,418,463
Value of net assets at end of year (total assets less liabilities)2018-12-31$266,668,944
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$300,087,407
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$257,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,764,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,490,986
Income. Interest from US Government securities2018-12-31$167,383
Income. Interest from corporate debt instruments2018-12-31$7,811,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$16,843,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$23,416,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$23,416,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$267,937
Asset value of US Government securities at end of year2018-12-31$27,442,329
Asset value of US Government securities at beginning of year2018-12-31$20,295,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,281,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Income. Dividends from common stock2018-12-31$313,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,289,185
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$67,386,897
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$90,680,422
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$93,063,774
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$88,689,530
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$16,893,507
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$22,134,447
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
Aggregate proceeds on sale of assets2018-12-31$201,210,881
Aggregate carrying amount (costs) on sale of assets2018-12-31$204,913,638
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : UNIFY INC. PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$17,708,408
Total unrealized appreciation/depreciation of assets2017-12-31$17,708,408
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$104,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$183,655
Total income from all sources (including contributions)2017-12-31$35,262,808
Total loss/gain on sale of assets2017-12-31$6,361,086
Total of all expenses incurred2017-12-31$45,735,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$44,649,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$300,192,341
Value of total assets at beginning of year2017-12-31$310,743,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,086,615
Total interest from all sources2017-12-31$7,934,992
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$420,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$78,986
Administrative expenses professional fees incurred2017-12-31$623,304
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$45,287,193
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$89,375,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,197,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,021,012
Other income not declared elsewhere2017-12-31$905,848
Administrative expenses (other) incurred2017-12-31$188,536
Liabilities. Value of operating payables at end of year2017-12-31$104,934
Liabilities. Value of operating payables at beginning of year2017-12-31$183,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-10,472,903
Value of net assets at end of year (total assets less liabilities)2017-12-31$300,087,407
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$310,560,310
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$274,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,490,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,366,482
Interest earned on other investments2017-12-31$181,932
Income. Interest from US Government securities2017-12-31$92,115
Income. Interest from corporate debt instruments2017-12-31$7,445,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$23,416,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$19,754,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$19,754,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$215,096
Asset value of US Government securities at end of year2017-12-31$20,295,701
Asset value of US Government securities at beginning of year2017-12-31$33,980,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,931,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Income. Dividends from common stock2017-12-31$341,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$44,649,096
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$90,680,422
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$82,260,764
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$88,689,530
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$50,142,579
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$22,134,447
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$22,842,104
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
Aggregate proceeds on sale of assets2017-12-31$686,525,083
Aggregate carrying amount (costs) on sale of assets2017-12-31$680,163,997
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : UNIFY INC. PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$10,325,344
Total unrealized appreciation/depreciation of assets2016-12-31$10,325,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$183,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$203,977
Total income from all sources (including contributions)2016-12-31$23,792,045
Total loss/gain on sale of assets2016-12-31$4,456,672
Total of all expenses incurred2016-12-31$15,435,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,796,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$310,743,965
Value of total assets at beginning of year2016-12-31$302,407,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$638,788
Total interest from all sources2016-12-31$7,015,481
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$623,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$138,931
Administrative expenses professional fees incurred2016-12-31$355,898
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$89,375,198
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$87,916,777
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,021,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,047,106
Other income not declared elsewhere2016-12-31$1,675,699
Administrative expenses (other) incurred2016-12-31$60,589
Liabilities. Value of operating payables at end of year2016-12-31$183,655
Liabilities. Value of operating payables at beginning of year2016-12-31$203,977
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$8,356,950
Value of net assets at end of year (total assets less liabilities)2016-12-31$310,560,310
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$302,203,360
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
Investment advisory and management fees2016-12-31$222,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,366,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,400,823
Interest earned on other investments2016-12-31$882,586
Income. Interest from US Government securities2016-12-31$46,474
Income. Interest from corporate debt instruments2016-12-31$6,038,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$19,754,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,208,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,208,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$47,727
Asset value of US Government securities at end of year2016-12-31$33,980,914
Asset value of US Government securities at beginning of year2016-12-31$43,659,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-304,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$215,000
Income. Dividends from common stock2016-12-31$484,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,796,307
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$82,260,764
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$75,683,416
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$50,142,579
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$41,655,668
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$22,842,104
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$27,620,361
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
Aggregate proceeds on sale of assets2016-12-31$386,332,410
Aggregate carrying amount (costs) on sale of assets2016-12-31$381,875,738
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : UNIFY INC. PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-11,569,307
Total unrealized appreciation/depreciation of assets2015-12-31$-11,569,307
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$203,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,468
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$-3,942,132
Total loss/gain on sale of assets2015-12-31$-3,603,216
Total of all expenses incurred2015-12-31$18,228,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,519,243
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,720,000
Value of total assets at end of year2015-12-31$302,407,337
Value of total assets at beginning of year2015-12-31$324,391,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$709,134
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$6,863,481
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$665,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$125,667
Administrative expenses professional fees incurred2015-12-31$30,788
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$256,791
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$87,916,777
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$98,736,162
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,047,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,958,939
Other income not declared elsewhere2015-12-31$1,690,070
Administrative expenses (other) incurred2015-12-31$580,033
Liabilities. Value of operating payables at end of year2015-12-31$203,977
Liabilities. Value of operating payables at beginning of year2015-12-31$17,468
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-22,170,509
Value of net assets at end of year (total assets less liabilities)2015-12-31$302,203,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$324,373,869
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
Investment advisory and management fees2015-12-31$98,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,400,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,877,006
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$1,018,620
Income. Interest from US Government securities2015-12-31$87,457
Income. Interest from corporate debt instruments2015-12-31$5,752,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,208,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,003,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,003,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,321
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$43,659,466
Asset value of US Government securities at beginning of year2015-12-31$43,056,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$291,131
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$1,720,000
Employer contributions (assets) at end of year2015-12-31$215,000
Employer contributions (assets) at beginning of year2015-12-31$1,075,000
Income. Dividends from preferred stock2015-12-31$25,208
Income. Dividends from common stock2015-12-31$514,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,519,243
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$75,683,416
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$85,664,564
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$41,655,668
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$42,455,468
Contract administrator fees2015-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$27,620,361
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$29,307,319
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
Aggregate proceeds on sale of assets2015-12-31$357,442,580
Aggregate carrying amount (costs) on sale of assets2015-12-31$361,045,796
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : UNIFY INC. PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$20,485,175
Total unrealized appreciation/depreciation of assets2014-12-31$20,485,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$128,060
Total income from all sources (including contributions)2014-12-31$37,651,260
Total loss/gain on sale of assets2014-12-31$5,309,569
Total of all expenses incurred2014-12-31$15,719,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,022,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,580,000
Value of total assets at end of year2014-12-31$324,391,337
Value of total assets at beginning of year2014-12-31$302,570,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$696,914
Total interest from all sources2014-12-31$7,975,348
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$681,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$113,616
Administrative expenses professional fees incurred2014-12-31$51,989
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$256,791
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$224,163
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$98,736,162
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$97,774,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,958,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,271,222
Other income not declared elsewhere2014-12-31$1,529,158
Administrative expenses (other) incurred2014-12-31$69,624
Liabilities. Value of operating payables at end of year2014-12-31$17,468
Liabilities. Value of operating payables at beginning of year2014-12-31$128,060
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$21,931,676
Value of net assets at end of year (total assets less liabilities)2014-12-31$324,373,869
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$302,442,193
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
Investment advisory and management fees2014-12-31$479,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,877,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,642,432
Interest earned on other investments2014-12-31$1,098,487
Income. Interest from US Government securities2014-12-31$246,649
Income. Interest from corporate debt instruments2014-12-31$6,626,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,003,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$14,991,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$14,991,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,852
Asset value of US Government securities at end of year2014-12-31$43,056,376
Asset value of US Government securities at beginning of year2014-12-31$21,859,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-909,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$2,580,000
Employer contributions (assets) at end of year2014-12-31$1,075,000
Employer contributions (assets) at beginning of year2014-12-31$1,075,000
Income. Dividends from preferred stock2014-12-31$7,572
Income. Dividends from common stock2014-12-31$559,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,022,670
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$85,664,564
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$85,507,464
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$42,455,468
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$41,630,791
Contract administrator fees2014-12-31$95,810
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$29,307,319
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$26,593,784
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
Aggregate proceeds on sale of assets2014-12-31$296,666,986
Aggregate carrying amount (costs) on sale of assets2014-12-31$291,357,417
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MC GLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : UNIFY INC. PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,302,681
Total unrealized appreciation/depreciation of assets2013-12-31$2,302,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$128,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$67,500
Total income from all sources (including contributions)2013-12-31$14,643,965
Total loss/gain on sale of assets2013-12-31$-609,433
Total of all expenses incurred2013-12-31$13,497,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,825,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,720,000
Value of total assets at end of year2013-12-31$302,570,253
Value of total assets at beginning of year2013-12-31$301,363,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$671,884
Total interest from all sources2013-12-31$8,407,342
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$660,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$98,688
Administrative expenses professional fees incurred2013-12-31$49,393
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$224,163
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$171,355
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$-1,720,000
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$1,720,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$97,774,855
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$96,925,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,271,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,303,096
Other income not declared elsewhere2013-12-31$1,601,303
Administrative expenses (other) incurred2013-12-31$66,781
Liabilities. Value of operating payables at end of year2013-12-31$128,060
Liabilities. Value of operating payables at beginning of year2013-12-31$67,500
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$1,146,223
Value of net assets at end of year (total assets less liabilities)2013-12-31$302,442,193
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$301,295,970
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
Investment advisory and management fees2013-12-31$456,780
Interest earned on other investments2013-12-31$1,058,958
Income. Interest from US Government securities2013-12-31$101,847
Income. Interest from corporate debt instruments2013-12-31$7,239,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$14,991,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$14,609,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$14,609,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,731
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$10,642,432
Asset value of US Government securities at end of year2013-12-31$21,859,231
Asset value of US Government securities at beginning of year2013-12-31$11,849,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$561,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$1,720,000
Employer contributions (assets) at end of year2013-12-31$1,075,000
Employer contributions (assets) at beginning of year2013-12-31$1,935,000
Income. Dividends from preferred stock2013-12-31$1,769
Income. Dividends from common stock2013-12-31$559,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,825,858
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$85,507,464
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$94,780,425
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$41,630,791
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$50,275,126
Contract administrator fees2013-12-31$98,930
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$26,593,784
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$28,513,669
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
Aggregate proceeds on sale of assets2013-12-31$309,803,020
Aggregate carrying amount (costs) on sale of assets2013-12-31$310,412,453
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : UNIFY INC. PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$20,606,870
Total unrealized appreciation/depreciation of assets2012-12-31$20,606,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$67,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$231,680
Total income from all sources (including contributions)2012-12-31$41,224,246
Total loss/gain on sale of assets2012-12-31$3,887,223
Total of all expenses incurred2012-12-31$12,871,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,091,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,391,000
Value of total assets at end of year2012-12-31$301,363,470
Value of total assets at beginning of year2012-12-31$273,174,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$779,626
Total interest from all sources2012-12-31$8,148,672
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$617,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$331,778
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$171,355
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$91,719
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$1,935,000
Minimum employer required contribution for this plan year2012-12-31$6,391,000
Amount contributed by the employer to the plan for this plan year2012-12-31$4,456,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$96,925,169
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$81,970,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,303,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,204,224
Other income not declared elsewhere2012-12-31$1,572,623
Liabilities. Value of operating payables at end of year2012-12-31$67,500
Liabilities. Value of operating payables at beginning of year2012-12-31$231,680
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$28,352,770
Value of net assets at end of year (total assets less liabilities)2012-12-31$301,295,970
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$272,943,200
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
Investment advisory and management fees2012-12-31$447,848
Interest earned on other investments2012-12-31$1,034,551
Income. Interest from US Government securities2012-12-31$25,557
Income. Interest from corporate debt instruments2012-12-31$7,082,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$14,609,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,976,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,976,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,444
Asset value of US Government securities at end of year2012-12-31$11,849,782
Asset value of US Government securities at beginning of year2012-12-31$19,134,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$6,391,000
Employer contributions (assets) at end of year2012-12-31$1,935,000
Income. Dividends from preferred stock2012-12-31$1,433
Income. Dividends from common stock2012-12-31$616,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,091,850
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$94,780,425
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$115,952,449
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$50,275,126
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$16,127,611
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$28,513,669
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$27,718,387
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
Aggregate proceeds on sale of assets2012-12-31$209,626,448
Aggregate carrying amount (costs) on sale of assets2012-12-31$205,739,225
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : UNIFY INC. PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$10,988,984
Total unrealized appreciation/depreciation of assets2011-12-31$10,988,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$231,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,538
Total income from all sources (including contributions)2011-12-31$25,993,970
Total loss/gain on sale of assets2011-12-31$1,202,244
Total of all expenses incurred2011-12-31$13,189,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,394,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,622,000
Value of total assets at end of year2011-12-31$273,174,880
Value of total assets at beginning of year2011-12-31$260,157,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$795,049
Total interest from all sources2011-12-31$8,093,002
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$768,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$361,504
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$91,719
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$81,970,001
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$81,396,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,204,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,238,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$18,538
Other income not declared elsewhere2011-12-31$1,318,789
Liabilities. Value of operating payables at end of year2011-12-31$231,680
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$12,804,657
Value of net assets at end of year (total assets less liabilities)2011-12-31$272,943,200
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$260,138,543
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
Investment advisory and management fees2011-12-31$433,545
Interest earned on other investments2011-12-31$917,324
Income. Interest from US Government securities2011-12-31$5,809
Income. Interest from corporate debt instruments2011-12-31$7,158,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,976,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$18,384,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$18,384,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$11,531
Asset value of US Government securities at end of year2011-12-31$19,134,254
Asset value of US Government securities at beginning of year2011-12-31$7,614,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$3,622,000
Income. Dividends from common stock2011-12-31$768,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,394,264
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$115,952,449
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$80,813,706
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$16,127,611
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$39,580,432
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$27,718,387
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$30,128,892
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
Aggregate proceeds on sale of assets2011-12-31$196,108,868
Aggregate carrying amount (costs) on sale of assets2011-12-31$194,906,624
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : UNIFY INC. PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$15,384,148
Total unrealized appreciation/depreciation of assets2010-12-31$15,384,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,538
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$33,318,459
Total loss/gain on sale of assets2010-12-31$4,990,648
Total of all expenses incurred2010-12-31$14,844,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,978,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,499,000
Value of total assets at end of year2010-12-31$260,157,081
Value of total assets at beginning of year2010-12-31$241,664,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$866,267
Total interest from all sources2010-12-31$7,685,898
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$575,729
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$81,396,685
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$66,606,666
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,238,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,248,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$18,538
Other income not declared elsewhere2010-12-31$1,183,036
Administrative expenses (other) incurred2010-12-31$866,267
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$18,473,622
Value of net assets at end of year (total assets less liabilities)2010-12-31$260,138,543
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$241,664,921
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 registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,042,802
Interest earned on other investments2010-12-31$556,025
Income. Interest from US Government securities2010-12-31$77,254
Income. Interest from corporate debt instruments2010-12-31$7,027,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$18,384,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$25,110
Asset value of US Government securities at end of year2010-12-31$7,614,050
Asset value of US Government securities at beginning of year2010-12-31$13,375,100
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$3,499,000
Income. Dividends from common stock2010-12-31$575,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,978,570
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$80,813,706
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$62,642,327
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$39,580,432
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$51,038,538
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$30,128,892
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$26,711,217
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
Aggregate proceeds on sale of assets2010-12-31$217,553,681
Aggregate carrying amount (costs) on sale of assets2010-12-31$212,563,033
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : UNIFY INC. PENSION 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

Form 5500 Responses for UNIFY INC. PENSION PLAN

2022: UNIFY INC. PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIFY INC. PENSION 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: UNIFY INC. PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIFY INC. PENSION 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: UNIFY INC. PENSION 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: UNIFY INC. PENSION 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIFY INC. PENSION 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: UNIFY INC. PENSION 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: UNIFY INC. PENSION 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: UNIFY INC. PENSION 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: UNIFY INC. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIFY INC. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIFY INC. PENSION 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIFY INC. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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