FOUNDERS SOFTWARE INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOUNDERS 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : FOUNDERS 401K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-07-31 | $-1,446,784 |
| Total income from all sources | 2023-07-31 | $180,921 |
| Expenses. Total of all expenses incurred | 2023-07-31 | $39,777 |
| Benefits paid (including direct rollovers) | 2023-07-31 | $28,773 |
| Total plan assets at end of year | 2023-07-31 | $0 |
| Total plan assets at beginning of year | 2023-07-31 | $1,305,640 |
| Value of fidelity bond covering the plan | 2023-07-31 | $72,000 |
| Other income received | 2023-07-31 | $180,921 |
| Net income (gross income less expenses) | 2023-07-31 | $141,144 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $1,305,640 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-07-31 | $15,410 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-07-31 | $11,004 |
| 2022 : FOUNDERS 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,502 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,726 |
| Total income from all sources (including contributions) | 2022-12-31 | $355,394 |
| Total of all expenses incurred | 2022-12-31 | $284,473 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $255,654 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $585,825 |
| Value of total assets at end of year | 2022-12-31 | $1,312,142 |
| Value of total assets at beginning of year | 2022-12-31 | $1,240,445 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $28,819 |
| Total interest from all sources | 2022-12-31 | $1,139 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,079 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,079 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $72,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $277,725 |
| Participant contributions at end of year | 2022-12-31 | $27,092 |
| Participant contributions at beginning of year | 2022-12-31 | $5,736 |
| Participant contributions at end of year | 2022-12-31 | $15,410 |
| Participant contributions at beginning of year | 2022-12-31 | $14,549 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $171,979 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $70,921 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,305,640 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,234,719 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $35,849 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $71,607 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $14,958 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $33,906 |
| Interest on participant loans | 2022-12-31 | $1,139 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,195,584 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,091,526 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-13,237 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-6,420 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-214,992 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $136,121 |
| Employer contributions (assets) at end of year | 2022-12-31 | $23,249 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $23,121 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $255,654 |
| Contract administrator fees | 2022-12-31 | $28,819 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $6,502 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $5,726 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | DOPKINS & COMPANY, LLP |
| Accountancy firm EIN | 2022-12-31 | 160929175 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $6,502 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $5,726 |
| Total income from all sources (including contributions) | 2022-01-01 | $355,394 |
| Total of all expenses incurred | 2022-01-01 | $284,473 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $255,654 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $585,825 |
| Value of total assets at end of year | 2022-01-01 | $1,312,142 |
| Value of total assets at beginning of year | 2022-01-01 | $1,240,445 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $28,819 |
| Total interest from all sources | 2022-01-01 | $1,139 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $3,079 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $3,079 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $72,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $277,725 |
| Participant contributions at end of year | 2022-01-01 | $27,092 |
| Participant contributions at beginning of year | 2022-01-01 | $5,736 |
| Participant contributions at end of year | 2022-01-01 | $15,410 |
| Participant contributions at beginning of year | 2022-01-01 | $14,549 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $171,979 |
| Assets. Loans (other than to participants) at end of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $70,921 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,305,640 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,234,719 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $35,849 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $71,607 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $14,958 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $33,906 |
| Interest on participant loans | 2022-01-01 | $1,139 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $1,195,584 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $1,091,526 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-13,237 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-6,420 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-214,992 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $136,121 |
| Employer contributions (assets) at end of year | 2022-01-01 | $23,249 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $23,121 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $255,654 |
| Contract administrator fees | 2022-01-01 | $28,819 |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-01 | $6,502 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $5,726 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | DOPKINS & COMPANY, LLP |
| Accountancy firm EIN | 2022-01-01 | 160929175 |
| 2021 : FOUNDERS 401K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $5,726 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,383 |
| Total income from all sources (including contributions) | 2021-12-31 | $444,067 |
| Total of all expenses incurred | 2021-12-31 | $297,668 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $267,143 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $278,153 |
| Value of total assets at end of year | 2021-12-31 | $1,240,445 |
| Value of total assets at beginning of year | 2021-12-31 | $1,090,703 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $30,525 |
| Total interest from all sources | 2021-12-31 | $763 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,856 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,856 |
| Administrative expenses professional fees incurred | 2021-12-31 | $2,342 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $72,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $192,151 |
| Participant contributions at end of year | 2021-12-31 | $5,736 |
| Participant contributions at beginning of year | 2021-12-31 | $33,882 |
| Participant contributions at end of year | 2021-12-31 | $14,549 |
| Participant contributions at beginning of year | 2021-12-31 | $5,639 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,285 |
| Other income not declared elsewhere | 2021-12-31 | $233 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $146,399 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,234,719 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,088,320 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $938 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $71,607 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $55,953 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $33,906 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $22,802 |
| Interest on participant loans | 2021-12-31 | $763 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,091,526 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $947,870 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,122 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $5,306 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $147,634 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $86,002 |
| Employer contributions (assets) at end of year | 2021-12-31 | $23,121 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $22,272 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $267,143 |
| Contract administrator fees | 2021-12-31 | $27,245 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $5,726 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $2,383 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | DOPKINS & COMPANY, LLP |
| Accountancy firm EIN | 2021-12-31 | 160929175 |
| 2019 : FOUNDERS 401K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total transfer of assets to this plan | 2019-12-31 | $159,081 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $894 |
| Total income from all sources (including contributions) | 2019-12-31 | $446,512 |
| Total of all expenses incurred | 2019-12-31 | $140,022 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $116,876 |
| Value of total corrective distributions | 2019-12-31 | $574 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $317,453 |
| Value of total assets at end of year | 2019-12-31 | $985,793 |
| Value of total assets at beginning of year | 2019-12-31 | $519,328 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,572 |
| Total interest from all sources | 2019-12-31 | $3,001 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $100 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $100 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $72,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $198,913 |
| Participant contributions at end of year | 2019-12-31 | $67,986 |
| Participant contributions at beginning of year | 2019-12-31 | $12,568 |
| Participant contributions at end of year | 2019-12-31 | $823 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $14,776 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $150,311 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $306,490 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $984,899 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $519,328 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,013 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $454,428 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $628 |
| Interest on participant loans | 2019-12-31 | $3,001 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $756,309 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $52,332 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $45,053 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $80,905 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $103,764 |
| Employer contributions (assets) at end of year | 2019-12-31 | $7,723 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $116,876 |
| Contract administrator fees | 2019-12-31 | $22,572 |
| 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 | 2019-12-31 | Yes |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $894 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | DOPKINS & COMPANY, LLP |
| Accountancy firm EIN | 2019-12-31 | 160929175 |
