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403(B) THRIFT PLAN OF THE INSTITUTE FOR COMMUNITY RESEARCH, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE INSTITUTE FOR COMMUNITY RESEARCH, INC.
Plan identification number 002

403(B) THRIFT PLAN OF THE INSTITUTE FOR COMMUNITY RESEARCH, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INSTITUTE FOR COMMUNITY RESEARCH, INC has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR COMMUNITY RESEARCH, INC
Employer identification number (EIN):060653116
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE INSTITUTE FOR COMMUNITY RESEARCH, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JIANGHONG LI2024-10-14
0022022-01-01JIANGHONG LI2023-10-16
0022022-01-01JIANGHONG LI2024-10-14
0022021-01-01MARGARET WEEKS2022-03-29
0022020-01-01MARGARET WEEKS2021-10-12
0022019-01-01SUSAN MURPHY2020-05-28
0022018-01-01SUSAN MURPHY2019-08-05
0022017-01-01SUSAN MURPHY2018-09-27 SUSAN MURPHY2018-09-27
0022016-01-01SUSAN MURPHY2017-10-05 SUSAN MURPHY2017-10-05
0022015-01-01SUSAN MURPHY2016-09-29 SUSAN MURPHY2016-09-29
0022014-01-01SUSAN MURPHY2016-11-02 SUSAN MURPHY2016-11-02
0022014-01-01SUSAN MURPHY2015-07-21 SUSAN MURPHY2015-07-21
0022013-01-01SUSAN MURPHY2014-09-25 SUSAN MURPHY2014-09-25
0022012-01-01SUSAN MURPHY2013-09-24 SUSAN MURPHY2013-09-24
0022011-01-01LI TANG2012-09-25
0022010-01-01LI TANG2011-09-30

Financial Data on 403(B) THRIFT PLAN OF THE INSTITUTE FOR COMMUNITY RESEARCH, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE INSTITUTE FOR COMMUNITY RESEARCH, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-240
Total liabilities as of the end of the plan year2025-07-240
Total liabilities as of the beginning of the plan year2025-07-240
Total expenses incurred by plan in this plan year2025-07-24130187
Net assets as of the end of the plan year2025-07-243384638
Total assets as of the beginning of the plan year2025-07-243170186
Value of plan covered by a fidelity bond2025-07-24500000
Participant contributions to plan in this plan year2025-07-2417579
Value of participant loans at end of plan year2025-07-241364
Other expenses paid from plan in this plan year2025-07-240
Other contributions to plan in this plan year2025-07-240
Other income to plan in this plan year2025-07-24319929
Plan net income in this plan year2025-07-24214452
Net assets as of the end of the plan year2025-07-243384638
Net assets as of the beginning of the plan year2025-07-243170186
Employer contributions to plan in this plan year2025-07-247131
Fees paid to broker by Benefit Provider2025-07-2472
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2431
2024 : 403(B) THRIFT PLAN OF THE INSTITUTE FOR COMMUNITY RESEARCH, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-14215162
Net assets as of the end of the plan year2024-10-143170186
Total assets as of the beginning of the plan year2024-10-143050293
Value of plan covered by a fidelity bond2024-10-14500000
Participant contributions to plan in this plan year2024-10-1417304
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-1412650
Other income to plan in this plan year2024-10-14295893
Plan net income in this plan year2024-10-14119893
Net assets as of the end of the plan year2024-10-143170186
Net assets as of the beginning of the plan year2024-10-143050293
Employer contributions to plan in this plan year2024-10-149208
Fees paid to broker by Benefit Provider2024-10-14265
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-145
2022 : 403(B) THRIFT PLAN OF THE INSTITUTE FOR COMMUNITY RESEARCH, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-290
Total liabilities as of the end of the plan year2022-03-290
Total liabilities as of the beginning of the plan year2022-03-290
Total expenses incurred by plan in this plan year2022-03-2981668
Net assets as of the end of the plan year2022-03-292214491
Total assets as of the beginning of the plan year2022-03-291552414
Value of plan covered by a fidelity bond2022-03-29500000
Participant contributions to plan in this plan year2022-03-2944203
Other expenses paid from plan in this plan year2022-03-2998
Other contributions to plan in this plan year2022-03-29521167
Other income to plan in this plan year2022-03-29160369
Plan net income in this plan year2022-03-29662077
Net assets as of the end of the plan year2022-03-292214491
Net assets as of the beginning of the plan year2022-03-291552414
Employer contributions to plan in this plan year2022-03-2918006
Fees paid to broker by Benefit Provider2022-03-29140

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