401k Plan data: ABCAM BOSTON 401(K) PLAN plan

ABCAM BOSTON 401(K) PLAN 401k Plan overview

Plan Name	ABCAM BOSTON 401(K) PLAN
Plan identification number	002

ABCAM BOSTON 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ABCAM, INC. has sponsored the creation of one or more 401k plans.

Company Name: ABCAM, INC.

Employer identification number (EIN): 061682607

NAIC Classification: 325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABCAM BOSTON 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 NOEL MULVIHILL 2023-10-13
002 2021-01-01 NICK SKINNER 2022-10-13
002 2020-01-01 EUAN JONES 2021-10-13
002 2020-01-01 NICK SKINNER 2022-09-13
002 2019-01-01 CHRISTOPHER LAUGHLIN 2020-10-13
002 2018-01-01 KENNETH R. BUYS 2019-10-15
002 2018-01-01 KENNETH R. BUYS 2019-12-02
002 2017-01-01
002 2017-01-01
002 2016-01-01 ZANE NICHOLS
002 2016-01-01
002 2015-01-01 TRUDI FAGERLUND
002 2015-01-01
002 2014-01-01 TRUDI FAGERLUND 2015-10-15
002 2014-01-01 TRUDI FAGERLUND 2016-01-07
002 2013-01-01 BILL CAMPBELL 2014-10-06
002 2012-01-01 BILL CAMPBELL 2013-05-13
002 2011-01-01 BILL CAMPBELL 2012-05-23
002 2010-01-01 NEIL HAYWARD 2011-08-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	NOEL MULVIHILL	2023-10-13
002	2021-01-01	NICK SKINNER	2022-10-13
002	2020-01-01	EUAN JONES	2021-10-13
002	2020-01-01	NICK SKINNER	2022-09-13
002	2019-01-01	CHRISTOPHER LAUGHLIN	2020-10-13
002	2018-01-01	KENNETH R. BUYS	2019-10-15
002	2018-01-01	KENNETH R. BUYS	2019-12-02
002	2017-01-01
002	2017-01-01
002	2016-01-01	ZANE NICHOLS
002	2016-01-01
002	2015-01-01	TRUDI FAGERLUND
002	2015-01-01
002	2014-01-01	TRUDI FAGERLUND	2015-10-15
002	2014-01-01	TRUDI FAGERLUND	2016-01-07
002	2013-01-01	BILL CAMPBELL	2014-10-06
002	2012-01-01	BILL CAMPBELL	2013-05-13
002	2011-01-01	BILL CAMPBELL	2012-05-23
002	2010-01-01	NEIL HAYWARD	2011-08-10

Plan Statistics for ABCAM BOSTON 401(K) PLAN

401k plan membership statisitcs for ABCAM BOSTON 401(K) PLAN

Measure Date Value
2022: ABCAM BOSTON 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 678
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 468
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 357
Total of all active and inactive participants 2022-01-01 825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 825
Number of participants with account balances 2022-01-01 811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ABCAM BOSTON 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 617
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 405
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 273
Total of all active and inactive participants 2021-01-01 678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 678
Number of participants with account balances 2021-01-01 667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ABCAM BOSTON 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 552
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 400
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 217
Total of all active and inactive participants 2020-01-01 617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 617
Number of participants with account balances 2020-01-01 604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ABCAM BOSTON 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 470
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 324
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 228
Total of all active and inactive participants 2019-01-01 552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 552
Number of participants with account balances 2019-01-01 517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ABCAM BOSTON 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 414
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 316
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 152
Total of all active and inactive participants 2018-01-01 468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 468
Number of participants with account balances 2018-01-01 462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ABCAM BOSTON 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 286
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 124
Total of all active and inactive participants 2017-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 410
Number of participants with account balances 2017-01-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ABCAM BOSTON 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 148
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 66
Total of all active and inactive participants 2016-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 214
Number of participants with account balances 2016-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ABCAM BOSTON 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 140
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 51
Total of all active and inactive participants 2015-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 191
Number of participants with account balances 2015-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: ABCAM BOSTON 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	678
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	468
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	357
Total of all active and inactive participants	2022-01-01	825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	825
Number of participants with account balances	2022-01-01	811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ABCAM BOSTON 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	617
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	405
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	273
Total of all active and inactive participants	2021-01-01	678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	678
Number of participants with account balances	2021-01-01	667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ABCAM BOSTON 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	552
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	400
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	217
Total of all active and inactive participants	2020-01-01	617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	617
Number of participants with account balances	2020-01-01	604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ABCAM BOSTON 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	470
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	324
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	228
Total of all active and inactive participants	2019-01-01	552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	552
Number of participants with account balances	2019-01-01	517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ABCAM BOSTON 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	414
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	316
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	152
Total of all active and inactive participants	2018-01-01	468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	468
Number of participants with account balances	2018-01-01	462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ABCAM BOSTON 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	286
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	124
Total of all active and inactive participants	2017-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	410
Number of participants with account balances	2017-01-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ABCAM BOSTON 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	148
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	66
Total of all active and inactive participants	2016-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	214
Number of participants with account balances	2016-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ABCAM BOSTON 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	140
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	51
Total of all active and inactive participants	2015-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	191
Number of participants with account balances	2015-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on ABCAM BOSTON 401(K) PLAN

Measure	Date	Value
2022 : ABCAM BOSTON 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$11,608,117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-630,913
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,028,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,775,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,373,598
Value of total assets at end of year	2022-12-31	$35,277,270
Value of total assets at beginning of year	2022-12-31	$28,328,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$252,468
Total interest from all sources	2022-12-31	$33,043
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,084,438
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	$1,084,438
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$2,879,472
Participant contributions at end of year	2022-12-31	$141,327
Participant contributions at beginning of year	2022-12-31	$116,810
Participant contributions at end of year	2022-12-31	$203,189
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$152,818
Other income not declared elsewhere	2022-12-31	$31,989
Administrative expenses (other) incurred	2022-12-31	$17,812
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	$-4,659,077
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$35,277,270
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$28,328,230
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	$33,020,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,301,663
Interest on participant loans	2022-12-31	$8,634
Interest earned on other investments	2022-12-31	$24,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,645,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$833,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,153,981
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	$2,341,308
Employer contributions (assets) at end of year	2022-12-31	$267,225
Employer contributions (assets) at beginning of year	2022-12-31	$76,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,775,696
Contract administrator fees	2022-12-31	$234,656
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : ABCAM BOSTON 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,472,577
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,259,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,149,709
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,932,027
Value of total assets at end of year	2021-12-31	$28,328,230
Value of total assets at beginning of year	2021-12-31	$24,114,982
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$106,379
Total interest from all sources	2021-12-31	$80,837
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$280,472
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	$280,472
Administrative expenses professional fees incurred	2021-12-31	$25,067
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,552,999
Participant contributions at end of year	2021-12-31	$116,810
Participant contributions at beginning of year	2021-12-31	$79,842
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$85,457
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$348,316
Other income not declared elsewhere	2021-12-31	$-3,634
Administrative expenses (other) incurred	2021-12-31	$811
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	$4,213,248
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$28,328,230
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,114,982
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	$69,799
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,301,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$22,459,463
Interest on participant loans	2021-12-31	$5,344
Interest earned on other investments	2021-12-31	$75,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$833,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,360,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,182,875
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	$2,030,712
Employer contributions (assets) at end of year	2021-12-31	$76,467
Employer contributions (assets) at beginning of year	2021-12-31	$130,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,149,709
Contract administrator fees	2021-12-31	$10,702
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : ABCAM BOSTON 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$904,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$8,404,360
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,390,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,322,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,578,418
Value of total assets at end of year	2020-12-31	$23,899,366
Value of total assets at beginning of year	2020-12-31	$17,885,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$67,759
Total interest from all sources	2020-12-31	$50,337
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,004,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,004,424
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,228,926
Participant contributions at end of year	2020-12-31	$79,842
Participant contributions at beginning of year	2020-12-31	$95,482
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$3,108
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,360,059
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$800,156
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,633,083
Other income not declared elsewhere	2020-12-31	$3,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,014,335
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,899,366
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,885,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$57,669
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$22,459,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,948,739
Interest on participant loans	2020-12-31	$4,838
Interest earned on other investments	2020-12-31	$45,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,360,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,771,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,716,409
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$37,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,322,266
Contract administrator fees	2020-12-31	$10,090
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON & BLITZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : ABCAM BOSTON 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,364,441
Total income from all sources (including contributions)	2019-12-31	$6,364,441
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,203,688
Total of all expenses incurred	2019-12-31	$1,203,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,129,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,129,069
Expenses. Certain deemed distributions of participant loans	2019-12-31	$14,473
Expenses. Certain deemed distributions of participant loans	2019-12-31	$14,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,201,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,201,463
Value of total assets at end of year	2019-12-31	$17,885,031
Value of total assets at end of year	2019-12-31	$17,885,031
Value of total assets at beginning of year	2019-12-31	$12,724,278
Value of total assets at beginning of year	2019-12-31	$12,724,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$60,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$60,146
Total interest from all sources	2019-12-31	$6,128
Total interest from all sources	2019-12-31	$6,128
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,566,003
Contributions received from participants	2019-12-31	$1,566,003
Participant contributions at end of year	2019-12-31	$95,482
Participant contributions at end of year	2019-12-31	$95,482
Participant contributions at beginning of year	2019-12-31	$83,078
Participant contributions at beginning of year	2019-12-31	$83,078
Participant contributions at end of year	2019-12-31	$3,108
Participant contributions at end of year	2019-12-31	$3,108
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$800,156
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$800,156
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$179,736
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$179,736
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$273,332
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$273,332
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
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	$5,160,753
Value of net income/loss	2019-12-31	$5,160,753
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,885,031
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,885,031
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,724,278
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,724,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$60,146
Investment advisory and management fees	2019-12-31	$60,146
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,948,739
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,948,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,391,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,391,573
Interest on participant loans	2019-12-31	$6,128
Interest on participant loans	2019-12-31	$6,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,156,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,156,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$1,362,128
Contributions received in cash from employer	2019-12-31	$1,362,128
Employer contributions (assets) at end of year	2019-12-31	$37,546
Employer contributions (assets) at end of year	2019-12-31	$37,546
Employer contributions (assets) at beginning of year	2019-12-31	$69,891
Employer contributions (assets) at beginning of year	2019-12-31	$69,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,129,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,129,069
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GRAY, GRAY AND GRAY
Accountancy firm name	2019-12-31	GRAY, GRAY AND GRAY
Accountancy firm EIN	2019-12-31	042088368
Accountancy firm EIN	2019-12-31	042088368
2018 : ABCAM BOSTON 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,857,843
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,407,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,375,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,789,790
Value of total assets at end of year	2018-12-31	$12,724,278
Value of total assets at beginning of year	2018-12-31	$12,274,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,123
Total interest from all sources	2018-12-31	$2,202
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,371,651
Participant contributions at end of year	2018-12-31	$83,078
Participant contributions at beginning of year	2018-12-31	$21,142
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$43,733
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$179,736
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$140,230
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$200,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$449,857
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,724,278
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,274,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,391,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,978,586
Interest on participant loans	2018-12-31	$2,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-934,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,217,817
Employer contributions (assets) at end of year	2018-12-31	$69,891
Employer contributions (assets) at beginning of year	2018-12-31	$90,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,375,863
Contract administrator fees	2018-12-31	$7,123
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GRAY, GRAY AND GRAY
Accountancy firm EIN	2018-12-31	042088368
2017 : ABCAM BOSTON 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$3,996,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,058,649
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,150,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,092,395
Expenses. Certain deemed distributions of participant loans	2017-12-31	$31,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,312,790
Value of total assets at end of year	2017-12-31	$12,153,944
Value of total assets at beginning of year	2017-12-31	$5,248,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,421
Total interest from all sources	2017-12-31	$1,888
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,169,874
Participant contributions at end of year	2017-12-31	$21,142
Participant contributions at beginning of year	2017-12-31	$33,657
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$18,188
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$140,230
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$118,902
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$137,740
Other income not declared elsewhere	2017-12-31	$31,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,908,521
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,153,944
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,248,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$26,421
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,978,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,006,885
Interest on participant loans	2017-12-31	$1,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,712,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,005,176
Employer contributions (assets) at end of year	2017-12-31	$13,986
Employer contributions (assets) at beginning of year	2017-12-31	$71,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,092,395
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GRAY, GRAY AND GRAY
Accountancy firm EIN	2017-12-31	042088368
2016 : ABCAM BOSTON 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$19,983
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,339,642
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$309,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$294,751
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,018
Value of total corrective distributions	2016-12-31	$447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,955,484
Value of total assets at end of year	2016-12-31	$5,266,117
Value of total assets at beginning of year	2016-12-31	$3,215,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,954
Total interest from all sources	2016-12-31	$1,151
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$715,308
Participant contributions at end of year	2016-12-31	$33,657
Participant contributions at beginning of year	2016-12-31	$34,552
Participant contributions at end of year	2016-12-31	$18,188
Participant contributions at beginning of year	2016-12-31	$5,330
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$118,902
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$61,807
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$612,904
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$-243
Other income not declared elsewhere	2016-12-31	$2,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,030,472
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,266,117
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,215,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$12,954
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,006,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,065,566
Interest on participant loans	2016-12-31	$1,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$380,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$627,272
Employer contributions (assets) at end of year	2016-12-31	$88,485
Employer contributions (assets) at beginning of year	2016-12-31	$48,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$294,994
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GRAY, GRAY AND GRAY
Accountancy firm EIN	2016-12-31	042088368
2015 : ABCAM BOSTON 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$922,349
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$458,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$449,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$974,377
Value of total assets at end of year	2015-12-31	$3,161,925
Value of total assets at beginning of year	2015-12-31	$2,698,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,530
Total interest from all sources	2015-12-31	$1,298
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$9,530
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$416,949
Participant contributions at end of year	2015-12-31	$34,552
Participant contributions at beginning of year	2015-12-31	$8,528
Participant contributions at end of year	2015-12-31	$5,330
Participant contributions at beginning of year	2015-12-31	$14,340
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$61,807
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$40,577
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$170,151
Other income not declared elsewhere	2015-12-31	$941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$463,408
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,161,925
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,698,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,065,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,649,266
Interest on participant loans	2015-12-31	$1,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-54,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$387,277
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$449,411
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GRAY, GRAY AND GRAY
Accountancy firm EIN	2015-12-31	042088368

Form 5500 Responses for ABCAM BOSTON 401(K) PLAN

2022: ABCAM BOSTON 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ABCAM BOSTON 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ABCAM BOSTON 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ABCAM BOSTON 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ABCAM BOSTON 401(K) 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: ABCAM BOSTON 401(K) 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	This return/report is a short plan year return/report (less than 12 months)	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: ABCAM BOSTON 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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: ABCAM BOSTON 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

61433-1

Policy instance

Insurance contract or identification number	61433-1
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-10-28
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

899329-01

Policy instance

Insurance contract or identification number	899329-01
Number of Individuals Covered	81
Insurance policy start date	2022-10-29
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

61433-1

Policy instance

Insurance contract or identification number	61433-1
Number of Individuals Covered	665
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

61433-1

Policy instance

Insurance contract or identification number	61433-1
Number of Individuals Covered	604
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61433-1

Policy instance

Insurance contract or identification number	MR 61433-1
Number of Individuals Covered	517
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61433-1

Policy instance

Insurance contract or identification number	MR 61433-1
Number of Individuals Covered	462
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $46
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $46
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61433-1

Policy instance

Insurance contract or identification number	MR 61433-1
Number of Individuals Covered	410
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $622
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $622
Insurance broker organization code?	1
Insurance broker name	MMA SECURITIES LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61433-1

Policy instance

Insurance contract or identification number	MR 61433-1
Number of Individuals Covered	163
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $187
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $187
Insurance broker organization code?	5
Insurance broker name	MARSH & MCLENNAN AGENCY LLC

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ABCAM, INC.
Employer identification number (EIN):	061682607
NAIC Classification:	325410