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CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 401k Plan overview

Plan NameCLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN
Plan identification number 001

CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN Benefits

401k Plan TypeDefined 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.
  • 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

ICON GOVERNMENT AND PUBLIC HEALTH SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ICON GOVERNMENT AND PUBLIC HEALTH SOLUTIONS, INC.
Employer identification number (EIN):541716562
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RYAN LEWIS2019-10-03
0012017-01-01
0012016-01-01JACQUELYN BOVINET
0012015-01-01VICTORIA TIFFT
0012014-01-01VICTORIA TIFFT
0012013-01-01VICTORIA TIFFT
0012012-01-01VICTORIA TIFFT
0012011-01-01VICTORIA TIFFT
0012010-01-01VICTORIA TIFFT
0012009-01-01QUINTEN TIFFT
0012009-01-01QUINTEN TIFFT

Plan Statistics for CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN

401k plan membership statisitcs for CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN

Measure Date Value
2022: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01453
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01442
Total number of active participants reported on line 7a of the Form 55002021-01-01143
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01307
Total of all active and inactive participants2021-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01453
Number of participants with account balances2021-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0156
2020: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01456
Total number of active participants reported on line 7a of the Form 55002020-01-01204
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01238
Total of all active and inactive participants2020-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01442
Number of participants with account balances2020-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0144
2019: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01458
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01276
Total of all active and inactive participants2019-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01456
Number of participants with account balances2019-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2018: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01563
Total number of active participants reported on line 7a of the Form 55002018-01-01203
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01255
Total of all active and inactive participants2018-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01458
Number of participants with account balances2018-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0160
2017: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01598
Total number of active participants reported on line 7a of the Form 55002017-01-01343
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01220
Total of all active and inactive participants2017-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01563
Number of participants with account balances2017-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0175
2016: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01563
Total number of active participants reported on line 7a of the Form 55002016-01-01493
Number of retired or separated participants receiving benefits2016-01-0148
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01598
Number of participants with account balances2016-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01476
Total number of active participants reported on line 7a of the Form 55002015-01-01450
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01109
Total of all active and inactive participants2015-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01561
Number of participants with account balances2015-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01493
Total number of active participants reported on line 7a of the Form 55002014-01-01394
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01122
Total of all active and inactive participants2014-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01518
Number of participants with account balances2014-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01545
Total number of active participants reported on line 7a of the Form 55002013-01-01369
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01123
Total of all active and inactive participants2013-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01493
Number of participants with account balances2013-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01468
Total number of active participants reported on line 7a of the Form 55002012-01-01364
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01177
Total of all active and inactive participants2012-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01545
Number of participants with account balances2012-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0150
2011: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01453
Total number of active participants reported on line 7a of the Form 55002011-01-01330
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01138
Total of all active and inactive participants2011-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01468
Number of participants with account balances2011-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128
2010: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01444
Total number of active participants reported on line 7a of the Form 55002010-01-01316
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01136
Total of all active and inactive participants2010-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01453
Number of participants with account balances2010-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0124
2009: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01311
Total number of active participants reported on line 7a of the Form 55002009-01-01300
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-01126
Total of all active and inactive participants2009-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01444
Number of participants with account balances2009-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN

Measure Date Value
2022 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$20,326,482
Total income from all sources (including contributions)2022-12-31$-3,716,521
Total of all expenses incurred2022-12-31$6,946,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,903,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,706,861
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$30,989,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,145
Total interest from all sources2022-12-31$5,389
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$78,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$78,620
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,199,103
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$88,373
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$281,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$61
Administrative expenses (other) incurred2022-12-31$19,849
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$14,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,663,408
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,989,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$23,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,207,790
Interest on participant loans2022-12-31$5,177
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$23,619,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$59,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$59,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,693,235
Net investment gain or loss from common/collective trusts2022-12-31$-3,814,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$226,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,903,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2022-12-31341523030
2021 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,886,943
Total of all expenses incurred2021-12-31$4,799,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,734,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,818,506
Value of total assets at end of year2021-12-31$30,989,890
Value of total assets at beginning of year2021-12-31$28,902,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,393
Total interest from all sources2021-12-31$6,510
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$126,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$126,392
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,242,475
Participant contributions at end of year2021-12-31$88,373
Participant contributions at beginning of year2021-12-31$129,400
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$228,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$61
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$189
Administrative expenses (other) incurred2021-12-31$20,807
Total non interest bearing cash at end of year2021-12-31$14,392
Total non interest bearing cash at beginning of year2021-12-31$13,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,087,128
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,989,890
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,902,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,207,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,330,506
Interest on participant loans2021-12-31$6,510
Value of interest in common/collective trusts at end of year2021-12-31$23,619,475
Value of interest in common/collective trusts at beginning of year2021-12-31$23,426,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$59,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$922,452
Net investment gain or loss from common/collective trusts2021-12-31$3,013,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$347,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,734,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2021-12-31341523030
2020 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,007,850
Total of all expenses incurred2020-12-31$3,193,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,131,357
Expenses. Certain deemed distributions of participant loans2020-12-31$3,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,101,195
Value of total assets at end of year2020-12-31$28,902,762
Value of total assets at beginning of year2020-12-31$26,088,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,304
Total interest from all sources2020-12-31$8,250
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$72,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$72,257
Administrative expenses professional fees incurred2020-12-31$5,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,598,015
Participant contributions at end of year2020-12-31$129,400
Participant contributions at beginning of year2020-12-31$152,392
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$180,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$189
Administrative expenses (other) incurred2020-12-31$16,696
Total non interest bearing cash at end of year2020-12-31$13,073
Total non interest bearing cash at beginning of year2020-12-31$6,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,814,443
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,902,762
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,088,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$36,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,330,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,347,073
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$8,212
Value of interest in common/collective trusts at end of year2020-12-31$23,426,690
Value of interest in common/collective trusts at beginning of year2020-12-31$21,563,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$18,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$18,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$867,145
Net investment gain or loss from common/collective trusts2020-12-31$2,959,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$322,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,131,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2020-12-31341523030
2019 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,813,000
Total of all expenses incurred2019-12-31$3,064,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,999,132
Value of total corrective distributions2019-12-31$10,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,697,763
Value of total assets at end of year2019-12-31$26,088,319
Value of total assets at beginning of year2019-12-31$22,339,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,247
Total interest from all sources2019-12-31$11,658
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$65,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$65,558
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,822,171
Participant contributions at end of year2019-12-31$152,392
Participant contributions at beginning of year2019-12-31$164,536
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$376,200
Administrative expenses (other) incurred2019-12-31$27,265
Total non interest bearing cash at end of year2019-12-31$6,549
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,748,711
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,088,319
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,339,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$26,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,347,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,175,072
Interest on participant loans2019-12-31$10,173
Value of interest in common/collective trusts at end of year2019-12-31$21,563,329
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$628,178
Net investment gain or loss from common/collective trusts2019-12-31$3,409,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$499,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,999,132
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2019-12-31341523030
2018 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$1,148,143
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,645,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,555,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,791,934
Value of total assets at end of year2018-12-31$22,339,608
Value of total assets at beginning of year2018-12-31$25,837,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$89,976
Total interest from all sources2018-12-31$11,995
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,072,711
Participant contributions at end of year2018-12-31$164,536
Participant contributions at beginning of year2018-12-31$262,152
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$41,480
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$203,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,497,646
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,339,608
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,837,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$89,976
Value of interest in pooled separate accounts at end of year2018-12-31$22,175,072
Value of interest in pooled separate accounts at beginning of year2018-12-31$25,491,620
Interest on participant loans2018-12-31$11,788
Interest earned on other investments2018-12-31$207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$42,002
Net investment gain/loss from pooled separate accounts2018-12-31$-1,655,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$516,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,555,813
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2018-12-31341523030
2017 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$7,178,435
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,912,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,907,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,344,984
Value of total assets at end of year2017-12-31$25,837,254
Value of total assets at beginning of year2017-12-31$22,571,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,343
Total interest from all sources2017-12-31$17,955
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$5,343
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,449,619
Participant contributions at end of year2017-12-31$262,152
Participant contributions at beginning of year2017-12-31$347,529
Assets. Other investments not covered elsewhere at end of year2017-12-31$41,480
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$19,470
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$109,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,265,884
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,837,254
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,571,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$25,491,620
Value of interest in pooled separate accounts at beginning of year2017-12-31$22,168,384
Interest on participant loans2017-12-31$17,683
Interest earned on other investments2017-12-31$272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$42,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$35,987
Net investment gain/loss from pooled separate accounts2017-12-31$3,815,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$785,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,907,208
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2017-12-31341523030
2016 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$127
Total unrealized appreciation/depreciation of assets2016-12-31$127
Expenses. Interest paid2016-12-31$338
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$338
Total income from all sources (including contributions)2016-12-31$5,839,422
Total of all expenses incurred2016-12-31$3,609,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,580,002
Expenses. Certain deemed distributions of participant loans2016-12-31$22,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,203,281
Value of total assets at end of year2016-12-31$22,571,370
Value of total assets at beginning of year2016-12-31$20,341,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,720
Total interest from all sources2016-12-31$15,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,720
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,817,019
Participant contributions at end of year2016-12-31$347,529
Participant contributions at beginning of year2016-12-31$177,748
Assets. Other investments not covered elsewhere at end of year2016-12-31$19,470
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$100,473
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$621,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,229,588
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,571,370
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,341,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$22,168,384
Value of interest in pooled separate accounts at beginning of year2016-12-31$19,996,037
Interest on participant loans2016-12-31$14,864
Interest earned on other investments2016-12-31$212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$35,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$67,524
Net investment gain/loss from pooled separate accounts2016-12-31$1,620,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$765,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,580,002
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2016-12-31341523030
2015 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,995,033
Total of all expenses incurred2015-12-31$2,868,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,760,122
Expenses. Certain deemed distributions of participant loans2015-12-31$101,701
Value of total corrective distributions2015-12-31$340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,315,341
Value of total assets at end of year2015-12-31$20,341,782
Value of total assets at beginning of year2015-12-31$19,214,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,929
Total interest from all sources2015-12-31$10,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$5,929
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,516,038
Participant contributions at end of year2015-12-31$177,748
Participant contributions at beginning of year2015-12-31$202,604
Assets. Other investments not covered elsewhere at end of year2015-12-31$100,473
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$69,303
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,098,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,126,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,341,782
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,214,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$19,996,037
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,877,785
Interest on participant loans2015-12-31$10,176
Interest earned on other investments2015-12-31$68
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$67,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$65,149
Net investment gain/loss from pooled separate accounts2015-12-31$-330,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$701,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,760,122
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2015-12-31341523030
2014 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,853,895
Total of all expenses incurred2014-12-31$1,585,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,542,842
Expenses. Certain deemed distributions of participant loans2014-12-31$33,437
Value of total corrective distributions2014-12-31$3,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,968,389
Value of total assets at end of year2014-12-31$19,214,841
Value of total assets at beginning of year2014-12-31$16,946,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,356
Total interest from all sources2014-12-31$8,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$4,720
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,008,572
Participant contributions at end of year2014-12-31$202,604
Participant contributions at beginning of year2014-12-31$93,568
Assets. Other investments not covered elsewhere at end of year2014-12-31$69,303
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$27,867
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$344,776
Other income not declared elsewhere2014-12-31$627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,268,369
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,214,841
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,946,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$18,877,785
Value of interest in pooled separate accounts at beginning of year2014-12-31$16,798,495
Interest on participant loans2014-12-31$8,881
Interest earned on other investments2014-12-31$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$65,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$26,542
Net investment gain/loss from pooled separate accounts2014-12-31$875,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$615,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,542,842
Contract administrator fees2014-12-31$636
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2014-12-31341523030
2013 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,138,391
Total of all expenses incurred2013-12-31$1,865,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,850,037
Expenses. Certain deemed distributions of participant loans2013-12-31$8,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,536,329
Value of total assets at end of year2013-12-31$16,946,472
Value of total assets at beginning of year2013-12-31$13,673,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,328
Total interest from all sources2013-12-31$5,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,705
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,768,238
Participant contributions at end of year2013-12-31$93,568
Participant contributions at beginning of year2013-12-31$121,319
Assets. Other investments not covered elsewhere at end of year2013-12-31$27,867
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$42,005
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$255,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,272,643
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,946,472
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,673,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21
Value of interest in pooled separate accounts at end of year2013-12-31$16,798,495
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,504,940
Interest on participant loans2013-12-31$5,421
Interest earned on other investments2013-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$26,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,247
Net investment gain/loss from pooled separate accounts2013-12-31$2,596,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$512,162
Employer contributions (assets) at beginning of year2013-12-31$1,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,850,037
Contract administrator fees2013-12-31$602
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2013-12-31341523030
2012 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,264,449
Total of all expenses incurred2012-12-31$1,410,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,366,016
Expenses. Certain deemed distributions of participant loans2012-12-31$32,040
Value of total corrective distributions2012-12-31$8,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,781,472
Value of total assets at end of year2012-12-31$13,673,829
Value of total assets at beginning of year2012-12-31$10,819,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,921
Total interest from all sources2012-12-31$9,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$3,225
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,554,291
Participant contributions at end of year2012-12-31$121,319
Participant contributions at beginning of year2012-12-31$223,668
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$42,005
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$26,515
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$784,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,854,015
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,673,829
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,819,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$13,504,940
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,568,180
Interest on participant loans2012-12-31$9,025
Interest earned on other investments2012-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,247
Net investment gain/loss from pooled separate accounts2012-12-31$1,473,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$442,558
Employer contributions (assets) at end of year2012-12-31$1,318
Employer contributions (assets) at beginning of year2012-12-31$1,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,366,016
Contract administrator fees2012-12-31$696
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOBER MARKEY FEDOROVICH & CO
Accountancy firm EIN2012-12-31341523030
2011 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,736,210
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$934,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$923,850
Expenses. Certain deemed distributions of participant loans2011-12-31$6,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,160,077
Value of total assets at end of year2011-12-31$10,819,814
Value of total assets at beginning of year2011-12-31$10,018,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,507
Total interest from all sources2011-12-31$9,150
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$3,860
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,445,689
Participant contributions at end of year2011-12-31$223,668
Participant contributions at beginning of year2011-12-31$107,613
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$311
Assets. Other investments not covered elsewhere at end of year2011-12-31$26,515
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$36,747
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$262,814
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$37,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$801,424
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,819,814
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,018,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$10,568,180
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,873,719
Interest on participant loans2011-12-31$9,150
Net investment gain/loss from pooled separate accounts2011-12-31$-433,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$451,574
Employer contributions (assets) at end of year2011-12-31$1,451
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$886,414
Contract administrator fees2011-12-31$642
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOBER MARKEY FEDOROVICH & CO.
Accountancy firm EIN2011-12-31341523030
2010 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,137,036
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$841,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$828,412
Expenses. Certain deemed distributions of participant loans2010-12-31$6,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,004,855
Value of total assets at end of year2010-12-31$10,018,390
Value of total assets at beginning of year2010-12-31$7,722,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,549
Total interest from all sources2010-12-31$5,371
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$4,119
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,470,961
Participant contributions at end of year2010-12-31$107,613
Participant contributions at beginning of year2010-12-31$55,484
Participant contributions at end of year2010-12-31$311
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$36,747
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$38,886
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$87,896
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$39,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$2,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,295,781
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,018,390
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,722,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$9,873,719
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,628,239
Interest on participant loans2010-12-31$5,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$1,126,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$445,998
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$788,837
Contract administrator fees2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOBER MARKEY FEDOROVICH & CO.
Accountancy firm EIN2010-12-31341523030
2009 : CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN

2022: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CLINICAL RESEARCH MANAGEMENT, INC. 401(K)SALARY REDUCTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78566
Policy instance 1
Insurance contract or identification number78566
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-01-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78566
Policy instance 1
Insurance contract or identification number78566
Number of Individuals Covered468
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $18,580
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $18,580
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78566
Policy instance 1
Insurance contract or identification number78566
Number of Individuals Covered498
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,266
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $9,416
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
Insurance broker nameQUALIFIED PENSION CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78566
Policy instance 1
Insurance contract or identification number78566
Number of Individuals Covered486
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $49,087
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5350
Insurance broker organization code?5
Insurance broker namePARADIGM INVESTMENT ADVISORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78566
Policy instance 1
Insurance contract or identification number78566
Number of Individuals Covered452
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $44,641
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5432
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
Insurance broker namePARADIGM INVESTMENT ADVISORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78566
Policy instance 1
Insurance contract or identification number78566
Number of Individuals Covered433
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,089
Total amount of fees paid to insurance companyUSD $6,750
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6750
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $32,089
Insurance broker nameSAFEGUARD SECURITIES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78566
Policy instance 1
Insurance contract or identification number78566
Number of Individuals Covered478
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $32,323
Total amount of fees paid to insurance companyUSD $3,240
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3240
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $32,323
Insurance broker nameSAFEGUARD SECURITIES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78566
Policy instance 1
Insurance contract or identification number78566
Number of Individuals Covered426
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $29,643
Total amount of fees paid to insurance companyUSD $3,970
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 contractPENSION GROUP ANNUITY CONTRACT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78566
Policy instance 1
Insurance contract or identification number78566
Number of Individuals Covered407
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $23,602
Total amount of fees paid to insurance companyUSD $6,187
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 contractPENSION GROUP ANNUITY CONTRACT
Amount paid for insurance broker fees3757
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $23,602
Insurance broker nameVANGUARD GROUP, INC.

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