401k Plan data: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN plan

TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 401k Plan overview

Plan Name	TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN
Plan identification number	001

TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TECHNOLOGY BUSINESS RESEARCH, INC has sponsored the creation of one or more 401k plans.

Company Name: TECHNOLOGY BUSINESS RESEARCH, INC

Employer identification number (EIN): 020484817

NAIC Classification: 519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 JOSH FARINA 2021-05-21 JOSH FARINA 2021-05-21
001 2019-01-01 JOANNE BARNES 2020-06-08
001 2018-01-01 JOANNE BARNES 2019-06-06
001 2017-01-01 JOANNE BARNES 2018-07-17 JOANNE BARNES 2018-07-17
001 2016-01-01 JOANNE BARNES 2017-06-09
001 2015-01-01 JOANNE BARNES 2016-06-06
001 2014-01-01 JOANNEBARNES 2015-09-10
001 2013-01-01 SARAH FOSTER 2014-09-10
001 2012-01-01 SARAH FOSTER 2013-10-03
001 2011-01-01 SARAH FOSTER 2012-09-12 SARAH FOSTER 2012-09-12
001 2009-01-01 SARAH FOSTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	JOSH FARINA	2021-05-21	JOSH FARINA	2021-05-21
001	2019-01-01	JOANNE BARNES	2020-06-08
001	2018-01-01	JOANNE BARNES	2019-06-06
001	2017-01-01	JOANNE BARNES	2018-07-17	JOANNE BARNES	2018-07-17
001	2016-01-01	JOANNE BARNES	2017-06-09
001	2015-01-01	JOANNE BARNES	2016-06-06
001	2014-01-01	JOANNEBARNES	2015-09-10
001	2013-01-01	SARAH FOSTER	2014-09-10
001	2012-01-01	SARAH FOSTER	2013-10-03
001	2011-01-01	SARAH FOSTER	2012-09-12	SARAH FOSTER	2012-09-12
001	2009-01-01	SARAH FOSTER

Plan Statistics for TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN

401k plan membership statisitcs for TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN

Measure Date Value
2023: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 39
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 11
Total of all active and inactive participants 2023-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 51
Number of participants with account balances 2023-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
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 0
Total of all active and inactive participants 2022-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 48
Number of participants with account balances 2022-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 47
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 0
Total of all active and inactive participants 2021-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 47
Number of participants with account balances 2021-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2009: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 56
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 3
Total of all active and inactive participants 2009-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 59
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: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	39
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	11
Total of all active and inactive participants	2023-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	51
Number of participants with account balances	2023-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
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	0
Total of all active and inactive participants	2022-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	48
Number of participants with account balances	2022-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	47
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	0
Total of all active and inactive participants	2021-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	47
Number of participants with account balances	2021-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2009: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	56
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	3
Total of all active and inactive participants	2009-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	59
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 TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN

Measure	Date	Value
2023 : TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,099,916
Expenses. Total of all expenses incurred	2023-12-31	$466,012
Benefits paid (including direct rollovers)	2023-12-31	$465,008
Total plan assets at end of year	2023-12-31	$3,668,654
Total plan assets at beginning of year	2023-12-31	$3,034,750
Value of fidelity bond covering the plan	2023-12-31	$400,000
Total contributions received or receivable from participants	2023-12-31	$425,942
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	$583,934
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$633,904
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,668,654
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,034,750
Assets. Value of participant loans	2023-12-31	$9,106
Total contributions received or receivable from employer(s)	2023-12-31	$90,040
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	$1,004
2022 : TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) 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	$158,949
Expenses. Total of all expenses incurred	2022-12-31	$55,575
Benefits paid (including direct rollovers)	2022-12-31	$54,650
Total plan assets at end of year	2022-12-31	$3,034,750
Total plan assets at beginning of year	2022-12-31	$2,931,376
Value of fidelity bond covering the plan	2022-12-31	$300,000
Total contributions received or receivable from participants	2022-12-31	$527,451
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$1,110
Other income received	2022-12-31	$-532,783
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$103,374
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,034,750
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,931,376
Assets. Value of participant loans	2022-12-31	$16,028
Total contributions received or receivable from employer(s)	2022-12-31	$163,171
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	$925
2021 : TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) 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	$912,262
Expenses. Total of all expenses incurred	2021-12-31	$334,611
Benefits paid (including direct rollovers)	2021-12-31	$325,969
Total plan assets at end of year	2021-12-31	$2,931,376
Total plan assets at beginning of year	2021-12-31	$2,353,725
Value of fidelity bond covering the plan	2021-12-31	$300,000
Total contributions received or receivable from participants	2021-12-31	$401,750
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	$397,389
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$577,651
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,931,376
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,353,725
Assets. Value of participant loans	2021-12-31	$7,350
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	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$113,123
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	$8,642
2010 : TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$294,872
Expenses. Total of all expenses incurred	2010-12-31	$240,550
Benefits paid (including direct rollovers)	2010-12-31	$219,101
Total plan assets at end of year	2010-12-31	$909,030
Total plan assets at beginning of year	2010-12-31	$854,708
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$192,491
Other income received	2010-12-31	$102,381
Net income (gross income less expenses)	2010-12-31	$54,322
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$909,030
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$854,708
Assets. Value of participant loans	2010-12-31	$37,115
Value of certain deemed distributions of participant loans	2010-12-31	$5,111
Value of corrective distributions	2010-12-31	$16,262
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$76
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN

2023: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) 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: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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
2009: TECHNOLOGY BUSINESS RESEARCH, INC. 401(K) 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TECHNOLOGY BUSINESS RESEARCH, INC
Employer identification number (EIN):	020484817
NAIC Classification:	519100