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CEOHR, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCEOHR, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

CEOHR, INC. RETIREMENT SAVINGS 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.
  • Unknown benefit code

401k Sponsoring company profile

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

Company Name:CEOHR, INC.
Employer identification number (EIN):822861313
NAIC Classification:541214
NAIC Description:Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEOHR, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CRAIG HILL2024-08-27 CRAIG HILL2024-08-27
0012022-01-01CRAIG HILL2023-09-19 CRAIG HILL2023-09-19
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Plan Statistics for CEOHR, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CEOHR, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023: CEOHR, INC. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,305
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CEOHR, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01747
Total number of active participants reported on line 7a of the Form 55002022-01-01923
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01282
Total of all active and inactive participants2022-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,205
Number of participants with account balances2022-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CEOHR, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01415
Total number of active participants reported on line 7a of the Form 55002021-01-01334
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01113
Total of all active and inactive participants2021-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01447
Number of participants with account balances2021-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: CEOHR, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01419
Total number of active participants reported on line 7a of the Form 55002020-01-01401
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01461
Number of participants with account balances2020-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CEOHR, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01509
Total number of active participants reported on line 7a of the Form 55002019-01-01347
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01411
Number of participants with account balances2019-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CEOHR, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01537
Total number of active participants reported on line 7a of the Form 55002018-01-01352
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01403
Number of participants with account balances2018-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on CEOHR, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : CEOHR, INC. RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-05$0
Total transfer of assets from this plan2023-09-05$10,237,789
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-05$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-05$0
Total income from all sources (including contributions)2023-09-05$2,497,565
Total loss/gain on sale of assets2023-09-05$0
Total of all expenses incurred2023-09-05$859,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-05$780,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-05$1,662,286
Value of total assets at end of year2023-09-05$0
Value of total assets at beginning of year2023-09-05$8,599,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-05$78,777
Total interest from all sources2023-09-05$5,977
Total dividends received (eg from common stock, registered investment company shares)2023-09-05$97,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-05Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-09-05$0
Total dividends received from registered investment company shares (eg mutual funds)2023-09-05$97,921
Was this plan covered by a fidelity bond2023-09-05Yes
Value of fidelity bond cover2023-09-05$1,000,000
If this is an individual account plan, was there a blackout period2023-09-05No
Were there any nonexempt tranactions with any party-in-interest2023-09-05No
Contributions received from participants2023-09-05$906,517
Participant contributions at beginning of year2023-09-05$166,472
Participant contributions at beginning of year2023-09-05$26,978
Income. Received or receivable in cash from other sources (including rollovers)2023-09-05$214,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-09-05$448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-05No
Value of net income/loss2023-09-05$1,637,877
Value of net assets at end of year (total assets less liabilities)2023-09-05$0
Value of net assets at beginning of year (total assets less liabilities)2023-09-05$8,599,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-05No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-05No
Were any leases to which the plan was party in default or uncollectible2023-09-05No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-05$8,389,984
Interest on participant loans2023-09-05$5,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-05$731,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-05No
Was there a failure to transmit to the plan any participant contributions2023-09-05Yes
Has the plan failed to provide any benefit when due under the plan2023-09-05No
Contributions received in cash from employer2023-09-05$541,754
Employer contributions (assets) at beginning of year2023-09-05$16,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-05$780,911
Contract administrator fees2023-09-05$70,434
Did the plan have assets held for investment2023-09-05Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-05No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-05No
Opinion of an independent qualified public accountant for this plan2023-09-05Unqualified
Accountancy firm name2023-09-05COHNREZNICK LLP
Accountancy firm EIN2023-09-05221478099
2022 : CEOHR, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$3,715,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$655,227
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$752,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$681,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,553,855
Value of total assets at end of year2022-12-31$8,599,912
Value of total assets at beginning of year2022-12-31$4,980,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,916
Total interest from all sources2022-12-31$6,820
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$156,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$156,112
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,244,847
Participant contributions at end of year2022-12-31$166,472
Participant contributions at beginning of year2022-12-31$143,130
Participant contributions at end of year2022-12-31$26,978
Participant contributions at beginning of year2022-12-31$7,246
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-96,903
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,599,912
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,980,838
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$6,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,389,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,829,733
Interest on participant loans2022-12-31$6,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,061,560
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$306,736
Employer contributions (assets) at end of year2022-12-31$16,030
Employer contributions (assets) at beginning of year2022-12-31$415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$681,214
Contract administrator fees2022-12-31$64,858
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEINSTEIN ZUGMAN, LLC
Accountancy firm EIN2022-12-31200453834
2021 : CEOHR, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$154,222
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,207,056
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$477,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$425,441
Value of total corrective distributions2021-12-31$1,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$602,778
Value of total assets at end of year2021-12-31$4,980,838
Value of total assets at beginning of year2021-12-31$4,096,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,378
Total interest from all sources2021-12-31$6,861
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$242,388
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$242,388
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$470,337
Participant contributions at end of year2021-12-31$143,130
Participant contributions at beginning of year2021-12-31$99,151
Participant contributions at end of year2021-12-31$7,246
Participant contributions at beginning of year2021-12-31$8,590
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$226
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$730,003
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,980,838
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,096,613
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$4,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,829,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,987,626
Interest on participant loans2021-12-31$6,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$355,029
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$124,434
Employer contributions (assets) at end of year2021-12-31$415
Employer contributions (assets) at beginning of year2021-12-31$1,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$425,441
Contract administrator fees2021-12-31$46,027
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 name2021-12-31WEINSTEIN ZUGMAN, LLC
Accountancy firm EIN2021-12-31200453834
2020 : CEOHR, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$964,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$812,674
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$165,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$132,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$391,733
Value of total assets at end of year2020-12-31$4,096,613
Value of total assets at beginning of year2020-12-31$2,485,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,008
Total interest from all sources2020-12-31$2,293
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$72,043
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$72,043
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$314,969
Participant contributions at end of year2020-12-31$99,151
Participant contributions at beginning of year2020-12-31$31,457
Participant contributions at end of year2020-12-31$8,590
Participant contributions at beginning of year2020-12-31$397
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$123
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$647,445
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,096,613
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,485,023
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$2,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,987,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,452,743
Interest on participant loans2020-12-31$2,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$346,605
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$65,820
Employer contributions (assets) at end of year2020-12-31$1,020
Employer contributions (assets) at beginning of year2020-12-31$303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$132,221
Contract administrator fees2020-12-31$30,683
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEINSTEIN ZUGMAN, LLC
Accountancy firm EIN2020-12-31200453834
2019 : CEOHR, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$68,098
Total transfer of assets from this plan2019-12-31$225,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$735,601
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$97,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$67,816
Value of total corrective distributions2019-12-31$407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$289,603
Value of total assets at end of year2019-12-31$2,485,023
Value of total assets at beginning of year2019-12-31$2,004,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,150
Total interest from all sources2019-12-31$1,380
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$52,550
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$52,550
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$230,902
Participant contributions at end of year2019-12-31$31,457
Participant contributions at beginning of year2019-12-31$33,640
Participant contributions at end of year2019-12-31$397
Participant contributions at beginning of year2019-12-31$5,223
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$375
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$638,228
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,485,023
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,004,457
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$2,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,452,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,964,731
Interest on participant loans2019-12-31$1,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$392,068
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$43,509
Employer contributions (assets) at end of year2019-12-31$303
Employer contributions (assets) at beginning of year2019-12-31$488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$67,816
Contract administrator fees2019-12-31$27,107
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WEINSTEIN ZUGMAN, LLC
Accountancy firm EIN2019-12-31200453834
2018 : CEOHR, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$411
Total transfer of assets from this plan2018-12-31$1,535,142
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$163,417
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$117,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$84,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$258,880
Value of total assets at end of year2018-12-31$2,004,457
Value of total assets at beginning of year2018-12-31$3,492,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,312
Total interest from all sources2018-12-31$1,909
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$56,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$56,356
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$206,162
Participant contributions at end of year2018-12-31$33,640
Participant contributions at beginning of year2018-12-31$80,454
Participant contributions at end of year2018-12-31$5,223
Participant contributions at beginning of year2018-12-31$18,585
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,117
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$46,382
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,004,457
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,492,806
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$2,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,964,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,384,135
Interest on participant loans2018-12-31$1,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-153,728
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$44,650
Employer contributions (assets) at end of year2018-12-31$488
Employer contributions (assets) at beginning of year2018-12-31$8,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$84,723
Contract administrator fees2018-12-31$30,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WEINSTEIN ZUGMAN, LLC
Accountancy firm EIN2018-12-31200453834

Form 5500 Responses for CEOHR, INC. RETIREMENT SAVINGS PLAN

2023: CEOHR, INC. RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CEOHR, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CEOHR, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CEOHR, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CEOHR, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CEOHR, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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