401k Plan data: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN plan

PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN
Plan identification number	004

PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

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

Company Name: PHOENIX SOFTWARE INTERNATIONAL, INC.

Employer identification number (EIN): 953363132

NAIC Classification: 511210
NAIC Description: Software Publishers

Additional information about PHOENIX SOFTWARE INTERNATIONAL, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1979-04-05

Company Identification Number: C0887110

Legal Registered Office Address: 831 Parkview Drive North

El Segundo
United States of America (USA)
90245-4932

More information about PHOENIX SOFTWARE INTERNATIONAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01 NICHOLAS MILLER
004 2017-01-01 NICHOLAS MILLER
004 2016-01-01 NICHOLAS MILLER
004 2015-01-01 NICHOLAS MILLER
004 2014-01-01 NICHOLAS MILLER
004 2013-01-01 NICHOLAS MILLER
004 2012-01-01 NICK MILLER NICK MILLER 2013-04-18
004 2011-01-01 NICK MILLER
004 2010-01-01 NICK MILLER
004 2009-01-01 NICK MILLER

Plan Statistics for PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN

Measure Date Value
2023: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 18
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 3
Total of all active and inactive participants 2023-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 21
Number of participants with account balances 2023-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 17
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 3
Total of all active and inactive participants 2022-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 20
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 21
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 4
Total of all active and inactive participants 2021-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 25
Number of participants with account balances 2021-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 24
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 1
Total of all active and inactive participants 2020-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 25
Number of participants with account balances 2020-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 22
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 2
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 25
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 2
Total of all active and inactive participants 2018-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 27
Number of participants with account balances 2018-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
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 2
Total of all active and inactive participants 2017-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 28
Number of participants with account balances 2017-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
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 1
Total of all active and inactive participants 2016-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 30
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
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 2
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
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 0
Total of all active and inactive participants 2013-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 28
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 26
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 31
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 33
Number of participants with account balances 2011-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 29
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 32
Number of participants with account balances 2010-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	18
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	3
Total of all active and inactive participants	2023-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	21
Number of participants with account balances	2023-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	17
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	3
Total of all active and inactive participants	2022-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	20
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	21
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	4
Total of all active and inactive participants	2021-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	25
Number of participants with account balances	2021-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	24
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	1
Total of all active and inactive participants	2020-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	25
Number of participants with account balances	2020-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	22
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	2
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	25
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	2
Total of all active and inactive participants	2018-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	27
Number of participants with account balances	2018-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
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	2
Total of all active and inactive participants	2017-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	28
Number of participants with account balances	2017-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
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	1
Total of all active and inactive participants	2016-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	30
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
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	2
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
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	0
Total of all active and inactive participants	2013-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	28
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	26
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	31
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	33
Number of participants with account balances	2011-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	29
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	32
Number of participants with account balances	2010-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN

Measure	Date	Value
2023 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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	$612,953
Expenses. Total of all expenses incurred	2023-12-31	$375,529
Benefits paid (including direct rollovers)	2023-12-31	$375,529
Total plan assets at end of year	2023-12-31	$3,861,380
Total plan assets at beginning of year	2023-12-31	$3,623,956
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$142,514
Assets. Value of loans (other than to participants)	2023-12-31	$0
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	$470,439
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$237,424
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,861,380
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,623,956
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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	$-378,577
Expenses. Total of all expenses incurred	2022-12-31	$1,447,679
Benefits paid (including direct rollovers)	2022-12-31	$1,447,679
Total plan assets at end of year	2022-12-31	$3,623,956
Total plan assets at beginning of year	2022-12-31	$5,450,212
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	$172,443
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	$0
Other income received	2022-12-31	$-551,020
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,826,256
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,623,956
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,450,212
Assets. Value of participant loans	2022-12-31	$0
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	$0
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	$0
2021 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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	$689,021
Expenses. Total of all expenses incurred	2021-12-31	$78,202
Benefits paid (including direct rollovers)	2021-12-31	$78,202
Total plan assets at end of year	2021-12-31	$5,450,212
Total plan assets at beginning of year	2021-12-31	$4,839,393
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$211,971
Assets. Value of loans (other than to participants)	2021-12-31	$0
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	$477,050
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$610,819
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,450,212
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,839,393
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
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	$0
2020 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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	$594,396
Expenses. Total of all expenses incurred	2020-12-31	$143,710
Benefits paid (including direct rollovers)	2020-12-31	$143,710
Total plan assets at end of year	2020-12-31	$4,839,393
Total plan assets at beginning of year	2020-12-31	$4,388,707
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	$190,829
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	$403,567
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$450,686
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,839,393
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,388,707
Assets. Value of participant loans	2020-12-31	$3,868
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	$0
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	$0
2019 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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	$977,715
Expenses. Total of all expenses incurred	2019-12-31	$1,018,677
Benefits paid (including direct rollovers)	2019-12-31	$1,018,602
Total plan assets at end of year	2019-12-31	$4,388,707
Total plan assets at beginning of year	2019-12-31	$4,429,669
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$200,824
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$28,435
Other income received	2019-12-31	$748,456
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-40,962
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,388,707
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,429,669
Assets. Value of participant loans	2019-12-31	$12,143
Total contributions received or receivable from employer(s)	2019-12-31	$0
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	$75
2018 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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	$25,414
Expenses. Total of all expenses incurred	2018-12-31	$94,884
Benefits paid (including direct rollovers)	2018-12-31	$94,709
Total plan assets at end of year	2018-12-31	$4,429,669
Total plan assets at beginning of year	2018-12-31	$4,499,139
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$211,360
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	$-185,946
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-69,470
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,429,669
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,499,139
Assets. Value of participant loans	2018-12-31	$43,166
Total contributions received or receivable from employer(s)	2018-12-31	$0
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	$175
2017 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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	$776,434
Expenses. Total of all expenses incurred	2017-12-31	$500,266
Benefits paid (including direct rollovers)	2017-12-31	$500,166
Total plan assets at end of year	2017-12-31	$4,499,139
Total plan assets at beginning of year	2017-12-31	$4,222,971
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	$225,419
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	$0
Other income received	2017-12-31	$551,015
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$276,168
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,499,139
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,222,971
Assets. Value of participant loans	2017-12-31	$34,319
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	$0
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	$100
2016 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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	$408,400
Expenses. Total of all expenses incurred	2016-12-31	$90,394
Benefits paid (including direct rollovers)	2016-12-31	$86,697
Total plan assets at end of year	2016-12-31	$4,222,971
Total plan assets at beginning of year	2016-12-31	$3,904,965
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$218,559
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	$189,841
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$318,006
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,222,971
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,904,965
Assets. Value of participant loans	2016-12-31	$54,726
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$3,622
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$75
2015 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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	$221,859
Expenses. Total of all expenses incurred	2015-12-31	$200,566
Benefits paid (including direct rollovers)	2015-12-31	$200,466
Total plan assets at end of year	2015-12-31	$3,904,965
Total plan assets at beginning of year	2015-12-31	$3,883,672
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$201,901
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$19,958
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$21,293
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,904,965
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,883,672
Assets. Value of participant loans	2015-12-31	$76,545
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	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$100
2014 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$326,370
Expenses. Total of all expenses incurred	2014-12-31	$41,661
Benefits paid (including direct rollovers)	2014-12-31	$31,682
Total plan assets at end of year	2014-12-31	$3,883,672
Total plan assets at beginning of year	2014-12-31	$3,598,963
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$178,377
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$147,993
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$284,709
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,883,672
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,598,963
Assets. Value of participant loans	2014-12-31	$75,420
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$9,804
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$175
2013 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$649,443
Expenses. Total of all expenses incurred	2013-12-31	$155,340
Benefits paid (including direct rollovers)	2013-12-31	$155,055
Total plan assets at end of year	2013-12-31	$3,598,963
Total plan assets at beginning of year	2013-12-31	$3,104,860
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$199,514
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$449,929
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$494,103
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,598,963
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,104,860
Assets. Value of participant loans	2013-12-31	$70,958
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$285
2012 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$484,788
Expenses. Total of all expenses incurred	2012-12-31	$172,969
Benefits paid (including direct rollovers)	2012-12-31	$172,959
Total plan assets at end of year	2012-12-31	$3,104,860
Total plan assets at beginning of year	2012-12-31	$2,793,041
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$196,134
Other income received	2012-12-31	$288,654
Net income (gross income less expenses)	2012-12-31	$311,819
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,104,860
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,793,041
Assets. Value of participant loans	2012-12-31	$36,670
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$133,388
Expenses. Total of all expenses incurred	2011-12-31	$101,268
Benefits paid (including direct rollovers)	2011-12-31	$100,985
Total plan assets at end of year	2011-12-31	$2,793,041
Total plan assets at beginning of year	2011-12-31	$2,760,921
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$193,742
Other income received	2011-12-31	$-60,354
Net income (gross income less expenses)	2011-12-31	$32,120
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,793,041
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,760,921
Assets. Value of participant loans	2011-12-31	$63,517
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$426,546
Expenses. Total of all expenses incurred	2010-12-31	$18,202
Benefits paid (including direct rollovers)	2010-12-31	$18,110
Total plan assets at end of year	2010-12-31	$2,760,921
Total plan assets at beginning of year	2010-12-31	$2,352,577
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$193,838
Other income received	2010-12-31	$232,708
Net income (gross income less expenses)	2010-12-31	$408,344
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,760,921
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,352,577
Assets. Value of participant loans	2010-12-31	$31,782
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$92
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN

2023: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PHOENIX SOFTWARE INTERNATIONAL, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHOENIX SOFTWARE INTERNATIONAL, INC.
Employer identification number (EIN):	953363132
NAIC Classification:	511210
NAIC Description:	Software Publishers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1979-04-05
Company Identification Number:	C0887110
Legal Registered Office Address:	831 Parkview Drive North El Segundo United States of America (USA) 90245-4932