401k Plan data: PENTAHO CORPORATION 401K RETIREMENT PLAN plan

PENTAHO CORPORATION 401K RETIREMENT PLAN 401k Plan overview

Plan Name	PENTAHO CORPORATION 401K RETIREMENT PLAN
Plan identification number	001

PENTAHO CORPORATION 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: PENTAHO CORPORATION

Employer identification number (EIN): 562483096

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENTAHO CORPORATION 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 CHRIS LESLIE
001 2016-01-01 KEITH ABRABEN
001 2015-01-01 KEITH ABRABEN
001 2014-01-01 KEITH ABRABEN
001 2013-01-01 KEITH ABRABEN
001 2012-01-01 KEITH ABRABEN 2013-07-01
001 2011-01-01 DOUGLAS R JOHNSON 2012-07-24
001 2010-01-01 DOUGLAS R JOHNSON 2011-09-16 DOUGLAS R JOHNSON 2011-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	CHRIS LESLIE
001	2016-01-01	KEITH ABRABEN
001	2015-01-01	KEITH ABRABEN
001	2014-01-01	KEITH ABRABEN
001	2013-01-01	KEITH ABRABEN
001	2012-01-01	KEITH ABRABEN	2013-07-01
001	2011-01-01	DOUGLAS R JOHNSON	2012-07-24
001	2010-01-01	DOUGLAS R JOHNSON	2011-09-16	DOUGLAS R JOHNSON	2011-09-16

Plan Statistics for PENTAHO CORPORATION 401K RETIREMENT PLAN

401k plan membership statisitcs for PENTAHO CORPORATION 401K RETIREMENT PLAN

Measure Date Value
2017: PENTAHO CORPORATION 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 341
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 138
Total of all active and inactive participants 2017-01-01 479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 479
Number of participants with account balances 2017-01-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PENTAHO CORPORATION 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 298
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 81
Total of all active and inactive participants 2016-01-01 379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 379
Number of participants with account balances 2016-01-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PENTAHO CORPORATION 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 212
Number of other retired or separated participants entitled to future benefits 2015-01-01 52
Total of all active and inactive participants 2015-01-01 264
Total participants 2015-01-01 264
Number of participants with account balances 2015-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PENTAHO CORPORATION 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 194
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 223
Total participants 2014-01-01 223
Number of participants with account balances 2014-01-01 161
2013: PENTAHO CORPORATION 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 176
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 202
Number of participants with account balances 2013-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: PENTAHO CORPORATION 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	341
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	138
Total of all active and inactive participants	2017-01-01	479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	479
Number of participants with account balances	2017-01-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PENTAHO CORPORATION 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	298
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	81
Total of all active and inactive participants	2016-01-01	379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	379
Number of participants with account balances	2016-01-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PENTAHO CORPORATION 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	212
Number of other retired or separated participants entitled to future benefits	2015-01-01	52
Total of all active and inactive participants	2015-01-01	264
Total participants	2015-01-01	264
Number of participants with account balances	2015-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PENTAHO CORPORATION 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	194
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	223
Total participants	2014-01-01	223
Number of participants with account balances	2014-01-01	161
2013: PENTAHO CORPORATION 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	176
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	202
Number of participants with account balances	2013-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on PENTAHO CORPORATION 401K RETIREMENT PLAN

Measure	Date	Value
2018 : PENTAHO CORPORATION 401K RETIREMENT PLAN 2018 401k financial data
Total transfer of assets from this plan	2018-02-28	$15,397,229
Total income from all sources (including contributions)	2018-02-28	$-5,202
Total of all expenses incurred	2018-02-28	$472,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-02-28	$465,633
Value of total assets at end of year	2018-02-28	$0
Value of total assets at beginning of year	2018-02-28	$15,875,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-02-28	$7,360
Total interest from all sources	2018-02-28	$3,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-02-28	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-02-28	$0
Was this plan covered by a fidelity bond	2018-02-28	Yes
Value of fidelity bond cover	2018-02-28	$500,000
If this is an individual account plan, was there a blackout period	2018-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2018-02-28	No
Participant contributions at end of year	2018-02-28	$0
Participant contributions at beginning of year	2018-02-28	$270,022
Participant contributions at end of year	2018-02-28	$0
Participant contributions at beginning of year	2018-02-28	$93,292
Administrative expenses (other) incurred	2018-02-28	$7,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Value of net income/loss	2018-02-28	$-478,195
Value of net assets at end of year (total assets less liabilities)	2018-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-02-28	$15,875,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-02-28	No
Were any leases to which the plan was party in default or uncollectible	2018-02-28	No
Value of interest in pooled separate accounts at end of year	2018-02-28	$0
Value of interest in pooled separate accounts at beginning of year	2018-02-28	$15,239,777
Interest on participant loans	2018-02-28	$3,060
Interest earned on other investments	2018-02-28	$902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-02-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-02-28	$220,977
Net investment gain/loss from pooled separate accounts	2018-02-28	$-9,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-02-28	No
Was there a failure to transmit to the plan any participant contributions	2018-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2018-02-28	No
Employer contributions (assets) at end of year	2018-02-28	$0
Employer contributions (assets) at beginning of year	2018-02-28	$51,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-02-28	$465,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-02-28	No
Did the plan have assets held for investment	2018-02-28	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-02-28	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2018-02-28	Disclaimer
Accountancy firm name	2018-02-28	BDO USA, LLP
Accountancy firm EIN	2018-02-28	135381590
2017 : PENTAHO CORPORATION 401K RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$7,558,561
Total of all expenses incurred	2017-12-31	$1,560,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,530,587
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,573,496
Value of total assets at end of year	2017-12-31	$15,875,424
Value of total assets at beginning of year	2017-12-31	$9,877,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$28,643
Total interest from all sources	2017-12-31	$10,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,172,894
Participant contributions at end of year	2017-12-31	$270,022
Participant contributions at beginning of year	2017-12-31	$177,668
Participant contributions at end of year	2017-12-31	$93,292
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$846,653
Administrative expenses (other) incurred	2017-12-31	$28,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,998,272
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,875,424
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,877,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$257
Value of interest in pooled separate accounts at end of year	2017-12-31	$15,239,777
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,244,332
Interest on participant loans	2017-12-31	$7,174
Interest earned on other investments	2017-12-31	$3,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$220,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$455,152
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,974,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,553,949
Employer contributions (assets) at end of year	2017-12-31	$51,356
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,530,587
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : PENTAHO CORPORATION 401K RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$4,117,485
Total of all expenses incurred	2016-12-31	$1,148,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,108,127
Value of total corrective distributions	2016-12-31	$16,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,580,507
Value of total assets at end of year	2016-12-31	$9,877,152
Value of total assets at beginning of year	2016-12-31	$6,907,865
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$24,013
Total interest from all sources	2016-12-31	$9,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,310,993
Participant contributions at end of year	2016-12-31	$177,668
Participant contributions at beginning of year	2016-12-31	$167,772
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$352,179
Administrative expenses (other) incurred	2016-12-31	$24,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,969,287
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,877,152
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,907,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$9,244,332
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,399,066
Interest on participant loans	2016-12-31	$4,789
Interest earned on other investments	2016-12-31	$4,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$455,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$341,027
Net investment gain/loss from pooled separate accounts	2016-12-31	$527,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$917,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,108,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : PENTAHO CORPORATION 401K RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,926,894
Total of all expenses incurred	2015-12-31	$670,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$641,525
Value of total corrective distributions	2015-12-31	$435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,971,901
Value of total assets at end of year	2015-12-31	$6,907,865
Value of total assets at beginning of year	2015-12-31	$5,651,433
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$28,502
Total interest from all sources	2015-12-31	$12,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$2,894
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,609,173
Participant contributions at end of year	2015-12-31	$167,772
Participant contributions at beginning of year	2015-12-31	$252,588
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$362,728
Other income not declared elsewhere	2015-12-31	$3,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,256,432
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,907,865
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,651,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$25,608
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,399,066
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,168,425
Interest on participant loans	2015-12-31	$12,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$341,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$230,420
Net investment gain/loss from pooled separate accounts	2015-12-31	$-61,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$641,525
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : PENTAHO CORPORATION 401K RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,857,441
Total of all expenses incurred	2014-12-31	$465,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$440,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,550,557
Value of total assets at end of year	2014-12-31	$5,651,433
Value of total assets at beginning of year	2014-12-31	$4,259,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$24,425
Total interest from all sources	2014-12-31	$9,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$2,993
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,307,517
Participant contributions at end of year	2014-12-31	$252,588
Participant contributions at beginning of year	2014-12-31	$208,592
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$243,040
Other income not declared elsewhere	2014-12-31	$2,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,392,107
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,651,433
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,259,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$21,432
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,168,425
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,869,904
Interest on participant loans	2014-12-31	$9,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$230,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$180,830
Net investment gain/loss from pooled separate accounts	2014-12-31	$294,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$440,909
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CROSS, FERNANDEZ & RILEY, LLP
Accountancy firm EIN	2014-12-31	593651466
2013 : PENTAHO CORPORATION 401K RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,395,953
Total of all expenses incurred	2013-12-31	$423,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$403,765
Value of total corrective distributions	2013-12-31	$38
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,692,419
Value of total assets at end of year	2013-12-31	$4,259,326
Value of total assets at beginning of year	2013-12-31	$2,287,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,133
Total interest from all sources	2013-12-31	$8,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$3,293
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,156,430
Participant contributions at end of year	2013-12-31	$208,592
Participant contributions at beginning of year	2013-12-31	$4,744
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$535,989
Other income not declared elsewhere	2013-12-31	$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,972,017
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,259,326
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,287,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$16,840
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,869,904
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,172,254
Interest on participant loans	2013-12-31	$5,777
Interest earned on other investments	2013-12-31	$2,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$180,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$110,311
Net investment gain/loss from pooled separate accounts	2013-12-31	$695,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$403,765
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CROSS, FERNANDEZ & RILEY, LLP
Accountancy firm EIN	2013-12-31	593651466

Form 5500 Responses for PENTAHO CORPORATION 401K RETIREMENT PLAN

2017: PENTAHO CORPORATION 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PENTAHO CORPORATION 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PENTAHO CORPORATION 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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
2014: PENTAHO CORPORATION 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PENTAHO CORPORATION 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	998198
Policy instance	1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	999198-000
Policy instance	1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	999198-000
Policy instance	1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	999198-000
Policy instance	1

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Company Name:	PENTAHO CORPORATION
Employer identification number (EIN):	562483096
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services