401k Plan data: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN plan

AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: AGATE SOFTWARE, INC.

Employer identification number (EIN): 383161089

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about AGATE SOFTWARE, INC.

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 0000-00-00

Company Identification Number: 082571

Legal Registered Office Address: 2214 UNIVERSITY PARK DR #102 OKEMOS

United States of America (USA)
48864

More information about AGATE SOFTWARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KIRK MARBLE
001 2016-01-01 MICHAEL COLLINS
001 2015-01-01 MICHAEL COLLINS
001 2014-01-01
001 2013-01-01
001 2012-01-01 CYNTHIA TACHENY - AS PRACTITIONER 2013-07-18
001 2011-01-01 CYNTHIA TACHENY - AS PRACTITIONER 2012-07-19
001 2010-01-01 CYNTHIA TACHENY - AS PRACTITIONER 2011-09-27

Plan Statistics for AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 100
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 24
Total of all active and inactive participants 2023-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 124
Number of participants with account balances 2023-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 6
2022: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 70
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 92
Number of participants with account balances 2022-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 62
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 74
Number of participants with account balances 2021-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 63
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 75
Number of participants with account balances 2020-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 62
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 74
Number of participants with account balances 2019-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 57
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 65
Number of participants with account balances 2018-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 50
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 56
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 48
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 53
Number of participants with account balances 2016-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 42
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 19
Total of all active and inactive participants 2015-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 61
Number of participants with account balances 2015-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	100
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	24
Total of all active and inactive participants	2023-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	124
Number of participants with account balances	2023-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	6
2022: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	70
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	92
Number of participants with account balances	2022-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	62
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	74
Number of participants with account balances	2021-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	63
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	75
Number of participants with account balances	2020-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	62
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	74
Number of participants with account balances	2019-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	57
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	65
Number of participants with account balances	2018-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	50
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	56
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	48
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	53
Number of participants with account balances	2016-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	42
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	19
Total of all active and inactive participants	2015-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	61
Number of participants with account balances	2015-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,188,049
Expenses. Total of all expenses incurred	2023-12-31	$411,263
Benefits paid (including direct rollovers)	2023-12-31	$372,719
Total plan assets at end of year	2023-12-31	$4,337,472
Total plan assets at beginning of year	2023-12-31	$3,560,686
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$471,476
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$620,688
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$776,786
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,337,472
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,560,686
Assets. Value of participant loans	2023-12-31	$52,003
Total contributions received or receivable from employer(s)	2023-12-31	$95,885
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$2,262
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$36,282
2022 : AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-53,124
Expenses. Total of all expenses incurred	2022-12-31	$50,734
Benefits paid (including direct rollovers)	2022-12-31	$17,332
Total plan assets at end of year	2022-12-31	$3,560,686
Total plan assets at beginning of year	2022-12-31	$3,664,544
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$406,104
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$9,731
Other income received	2022-12-31	$-554,517
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-103,858
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,560,686
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,664,544
Assets. Value of participant loans	2022-12-31	$34,265
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$85,558
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$33,402
2021 : AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$848,935
Expenses. Total of all expenses incurred	2021-12-31	$59,660
Benefits paid (including direct rollovers)	2021-12-31	$29,132
Total plan assets at end of year	2021-12-31	$3,664,544
Total plan assets at beginning of year	2021-12-31	$2,875,269
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$362,114
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$401,780
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$789,275
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,664,544
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,875,269
Assets. Value of participant loans	2021-12-31	$46,197
Total contributions received or receivable from employer(s)	2021-12-31	$85,041
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$30,528
2020 : AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$802,912
Expenses. Total of all expenses incurred	2020-12-31	$47,311
Benefits paid (including direct rollovers)	2020-12-31	$25,769
Total plan assets at end of year	2020-12-31	$2,875,269
Total plan assets at beginning of year	2020-12-31	$2,119,668
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$331,812
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$388,276
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$755,601
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,875,269
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,119,668
Assets. Value of participant loans	2020-12-31	$28,724
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$82,824
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$21,542
2019 : AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$658,338
Expenses. Total of all expenses incurred	2019-12-31	$29,881
Benefits paid (including direct rollovers)	2019-12-31	$13,208
Total plan assets at end of year	2019-12-31	$2,119,668
Total plan assets at beginning of year	2019-12-31	$1,491,211
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$286,779
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$318,981
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$628,457
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,119,668
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,491,211
Total contributions received or receivable from employer(s)	2019-12-31	$52,578
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$16,673
2018 : AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$225,582
Expenses. Total of all expenses incurred	2018-12-31	$498,405
Benefits paid (including direct rollovers)	2018-12-31	$480,734
Total plan assets at end of year	2018-12-31	$1,491,211
Total plan assets at beginning of year	2018-12-31	$1,764,034
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$246,843
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-82,359
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-272,823
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,491,211
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,764,034
Assets. Value of participant loans	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$61,098
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$17,671
2017 : AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$433,606
Expenses. Total of all expenses incurred	2017-12-31	$27,082
Benefits paid (including direct rollovers)	2017-12-31	$12,900
Total plan assets at end of year	2017-12-31	$1,764,034
Total plan assets at beginning of year	2017-12-31	$1,357,510
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$187,824
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$1,759
Other income received	2017-12-31	$203,888
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$406,524
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,764,034
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,357,510
Assets. Value of participant loans	2017-12-31	$2,143
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$40,135
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$14,182
2016 : AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$202,565
Expenses. Total of all expenses incurred	2016-12-31	$355,282
Benefits paid (including direct rollovers)	2016-12-31	$317,559
Total plan assets at end of year	2016-12-31	$1,357,510
Total plan assets at beginning of year	2016-12-31	$1,510,227
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$111,629
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$73,628
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-152,717
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,357,510
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,510,227
Assets. Value of participant loans	2016-12-31	$2,722
Total contributions received or receivable from employer(s)	2016-12-31	$17,308
Value of certain deemed distributions of participant loans	2016-12-31	$15,862
Value of corrective distributions	2016-12-31	$8,874
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$12,987
2015 : AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$8,436
Expenses. Total of all expenses incurred	2015-12-31	$11,834
Benefits paid (including direct rollovers)	2015-12-31	$10,499
Total plan assets at end of year	2015-12-31	$1,510,227
Total plan assets at beginning of year	2015-12-31	$1,513,625
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$74,645
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$5,713
Other income received	2015-12-31	$-71,922
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-3,398
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,510,227
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,513,625
Assets. Value of participant loans	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$1,103
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$232

Form 5500 Responses for AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN

2023: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

45210

Policy instance

Insurance contract or identification number	45210
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-09-30
Total amount of commissions paid to insurance broker	USD $3,241
Total amount of fees paid to insurance company	USD $807
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,241
Amount paid for insurance broker fees	0
Insurance broker name	MICHIGAN BENEFIT CONSULTING, INC.

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Company Name:	AGATE SOFTWARE, INC.
Employer identification number (EIN):	383161089
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	0000-00-00
Company Identification Number:	082571
Legal Registered Office Address:	2214 UNIVERSITY PARK DR #102 OKEMOS United States of America (USA) 48864