Advent Software, Inc. 401(k) Plan (terminated 2017): Login, Facts & Contact Information
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Plan terminated
This plan was terminated. Its final Form 5500 covers plan year 2017. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Advent Software, Inc. 401(k) Login
Accounts were managed by
John Hancock
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Retirement plan providers can change. This information is from the plan's 2017 filing.
Advent Software, Inc. 401(k) Plan Facts (plan year 2017)
Plan name
ADVENT SOFTWARE, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ADVENT SOFTWARE, INC.
Participants
347
Former employees with a balance
0
Plan year
Jan 1, 2017 – Jan 31, 2017
Plan established
Jan 1, 1988
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)
Source: Form 5500 for plan year 2017 (Jan 1, 2017 – Jan 31, 2017), filed Oct 11, 2017. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2017
- $22.3 million was paid out to participants.
- Investment and other income added $415,531.
How the Advent Software, Inc. 401(k) changed, 2012–2017
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2012 | 1,394 | $115.0 million | $4.01 million | $5.40 million |
| 2013 | 1,416 | $143.2 million | $3.83 million | $12.0 million |
| 2014 | 1,357 | $155.9 million | $3.72 million | $9.56 million |
| 2015 | 1,458 | $27.1 million | $1.91 million | $81.4 million |
| 2016 | 425 | $21.9 million | — | $6.87 million |
| 2017 (final) | 347 | $0 | — | $22.3 million |
Advent Software, Inc. 401(k) Contact Information
Phone
800-685-7688
Mailing address
600 TOWNSEND STREET, SAN FRANCISCO CA 94103
Plan sponsor
ADVENT SOFTWARE, INC.
Employer identification number (EIN)
94-2901952
Plan number
001
Questions about the Advent Software, Inc. 401(k)
Is the Advent Software, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2017.
Does Advent Software, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Advent Software, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Advent Software, Inc 401(k) plan?
347 participants at the start of plan year 2017.
Who manages the Advent Software, Inc 401(k) accounts?
John Hancock is the plan's recordkeeper, which is where participants log in to see their balance.
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