401k Plan data: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. plan

PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 401k Plan overview

Plan Name	PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC.
Plan identification number	001

PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

BURKE, ROSEN & ASSOCIATES BUSINESS RESEARCH & ECONOMETRICS has sponsored the creation of one or more 401k plans.

Company Name: BURKE, ROSEN & ASSOCIATES BUSINESS RESEARCH & ECONOMETRICS

Employer identification number (EIN): 341124188

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 HARVEY S. ROSEN HARVEY S. ROSEN 2018-08-31
001 2016-01-01 HARVEY S. ROSEN HARVEY S. ROSEN 2017-07-25
001 2015-01-01 HARVEY S. ROSEN HARVEY S. ROSEN 2016-07-05
001 2014-01-01 HARVEY S. ROSEN HARVEY S. ROSEN 2015-05-26
001 2014-01-01 HARVEY S. ROSEN HARVEY S. ROSEN 2015-06-16
001 2013-01-01 HARVEY S. ROSEN HARVEY S. ROSEN 2014-05-20
001 2012-01-01 HARVEY S. ROSEN HARVEY S. ROSEN 2013-06-18
001 2011-01-01 HARVEY S. ROSEN HARVEY S. ROSEN 2012-06-18
001 2009-01-01 HARVEY S. ROSEN HARVEY S. ROSEN 2010-06-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	HARVEY S. ROSEN	HARVEY S. ROSEN	2018-08-31
001	2016-01-01	HARVEY S. ROSEN	HARVEY S. ROSEN	2017-07-25
001	2015-01-01	HARVEY S. ROSEN	HARVEY S. ROSEN	2016-07-05
001	2014-01-01	HARVEY S. ROSEN	HARVEY S. ROSEN	2015-05-26
001	2014-01-01	HARVEY S. ROSEN	HARVEY S. ROSEN	2015-06-16
001	2013-01-01	HARVEY S. ROSEN	HARVEY S. ROSEN	2014-05-20
001	2012-01-01	HARVEY S. ROSEN	HARVEY S. ROSEN	2013-06-18
001	2011-01-01	HARVEY S. ROSEN	HARVEY S. ROSEN	2012-06-18
001	2009-01-01	HARVEY S. ROSEN	HARVEY S. ROSEN	2010-06-09

Plan Statistics for PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC.

401k plan membership statisitcs for PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC.

Measure Date Value
2022: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC.

Measure	Date	Value
2022 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2022 401k financial data
Total income from all sources	2022-12-31	$-266,708
Expenses. Total of all expenses incurred	2022-12-31	$181,538
Benefits paid (including direct rollovers)	2022-12-31	$181,534
Total plan assets at end of year	2022-12-31	$2,367,001
Total plan assets at beginning of year	2022-12-31	$2,815,247
Value of fidelity bond covering the plan	2022-12-31	$290,000
Other income received	2022-12-31	$-397,338
Net income (gross income less expenses)	2022-12-31	$-448,246
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,367,001
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,815,247
Assets. Value of participant loans	2022-12-31	$47,797
Total contributions received or receivable from employer(s)	2022-12-31	$130,630
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4
2021 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2021 401k financial data
Total income from all sources	2021-12-31	$560,718
Expenses. Total of all expenses incurred	2021-12-31	$135,618
Benefits paid (including direct rollovers)	2021-12-31	$135,565
Total plan assets at end of year	2021-12-31	$2,815,247
Total plan assets at beginning of year	2021-12-31	$2,390,147
Value of fidelity bond covering the plan	2021-12-31	$290,000
Other income received	2021-12-31	$505,718
Net income (gross income less expenses)	2021-12-31	$425,100
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,815,247
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,390,147
Total contributions received or receivable from employer(s)	2021-12-31	$55,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$53
2020 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2020 401k financial data
Total income from all sources	2020-12-31	$404,042
Expenses. Total of all expenses incurred	2020-12-31	$46,323
Benefits paid (including direct rollovers)	2020-12-31	$46,270
Total plan assets at end of year	2020-12-31	$2,390,147
Total plan assets at beginning of year	2020-12-31	$2,032,428
Value of fidelity bond covering the plan	2020-12-31	$240,000
Other income received	2020-12-31	$306,915
Net income (gross income less expenses)	2020-12-31	$357,719
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,390,147
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,032,428
Total contributions received or receivable from employer(s)	2020-12-31	$97,127
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$53
2019 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2019 401k financial data
Total income from all sources	2019-12-31	$479,307
Expenses. Total of all expenses incurred	2019-12-31	$108,175
Benefits paid (including direct rollovers)	2019-12-31	$108,097
Total plan assets at end of year	2019-12-31	$2,032,428
Total plan assets at beginning of year	2019-12-31	$1,661,296
Value of fidelity bond covering the plan	2019-12-31	$280,000
Other income received	2019-12-31	$361,943
Net income (gross income less expenses)	2019-12-31	$371,132
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,032,428
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,661,296
Total contributions received or receivable from employer(s)	2019-12-31	$117,364
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$78
2018 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2018 401k financial data
Total income from all sources	2018-12-31	$116,685
Expenses. Total of all expenses incurred	2018-12-31	$1,353,504
Benefits paid (including direct rollovers)	2018-12-31	$1,353,428
Total plan assets at end of year	2018-12-31	$1,661,296
Total plan assets at beginning of year	2018-12-31	$2,898,115
Value of fidelity bond covering the plan	2018-12-31	$280,000
Other income received	2018-12-31	$6,769
Net income (gross income less expenses)	2018-12-31	$-1,236,819
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,661,296
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,898,115
Total contributions received or receivable from employer(s)	2018-12-31	$109,916
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$76
2017 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2017 401k financial data
Total income from all sources	2017-12-31	$500,573
Expenses. Total of all expenses incurred	2017-12-31	$219,680
Benefits paid (including direct rollovers)	2017-12-31	$216,900
Total plan assets at end of year	2017-12-31	$2,898,115
Total plan assets at beginning of year	2017-12-31	$2,617,222
Value of fidelity bond covering the plan	2017-12-31	$280,000
Other income received	2017-12-31	$370,369
Net income (gross income less expenses)	2017-12-31	$280,893
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,898,115
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,617,222
Total contributions received or receivable from employer(s)	2017-12-31	$130,204
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,780
2016 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2016 401k financial data
Total income from all sources	2016-12-31	$328,207
Expenses. Total of all expenses incurred	2016-12-31	$210,050
Benefits paid (including direct rollovers)	2016-12-31	$206,610
Total plan assets at end of year	2016-12-31	$2,617,222
Total plan assets at beginning of year	2016-12-31	$2,499,065
Value of fidelity bond covering the plan	2016-12-31	$280,000
Other income received	2016-12-31	$206,653
Net income (gross income less expenses)	2016-12-31	$118,157
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,617,222
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,499,065
Total contributions received or receivable from employer(s)	2016-12-31	$121,554
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,440
2015 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2015 401k financial data
Total income from all sources	2015-12-31	$124,725
Expenses. Total of all expenses incurred	2015-12-31	$109,787
Benefits paid (including direct rollovers)	2015-12-31	$106,000
Total plan assets at end of year	2015-12-31	$2,499,065
Total plan assets at beginning of year	2015-12-31	$2,484,127
Value of fidelity bond covering the plan	2015-12-31	$280,000
Other income received	2015-12-31	$7,633
Net income (gross income less expenses)	2015-12-31	$14,938
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,499,065
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,484,127
Total contributions received or receivable from employer(s)	2015-12-31	$117,092
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,787
2014 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2014 401k financial data
Total income from all sources	2014-12-31	$259,678
Expenses. Total of all expenses incurred	2014-12-31	$325,429
Benefits paid (including direct rollovers)	2014-12-31	$314,495
Total plan assets at end of year	2014-12-31	$2,476,627
Total plan assets at beginning of year	2014-12-31	$2,542,378
Value of fidelity bond covering the plan	2014-12-31	$280,000
Other income received	2014-12-31	$155,678
Net income (gross income less expenses)	2014-12-31	$-65,751
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,476,627
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,542,378
Assets. Value of participant loans	2014-12-31	$7,500
Total contributions received or receivable from employer(s)	2014-12-31	$104,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,934
2013 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2013 401k financial data
Total income from all sources	2013-12-31	$436,604
Expenses. Total of all expenses incurred	2013-12-31	$97,806
Benefits paid (including direct rollovers)	2013-12-31	$88,179
Total plan assets at end of year	2013-12-31	$2,542,378
Total plan assets at beginning of year	2013-12-31	$2,203,580
Value of fidelity bond covering the plan	2013-12-31	$280,000
Other income received	2013-12-31	$302,290
Net income (gross income less expenses)	2013-12-31	$338,798
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,542,378
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,203,580
Total contributions received or receivable from employer(s)	2013-12-31	$134,314
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,627
2012 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2012 401k financial data
Total income from all sources	2012-12-31	$391,982
Expenses. Total of all expenses incurred	2012-12-31	$145,980
Benefits paid (including direct rollovers)	2012-12-31	$132,056
Total plan assets at end of year	2012-12-31	$2,203,580
Total plan assets at beginning of year	2012-12-31	$1,957,578
Value of fidelity bond covering the plan	2012-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$13,924
Other income received	2012-12-31	$256,199
Net income (gross income less expenses)	2012-12-31	$246,002
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,203,580
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,957,578
Total contributions received or receivable from employer(s)	2012-12-31	$135,783
2011 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2011 401k financial data
Total income from all sources	2011-12-31	$95,652
Expenses. Total of all expenses incurred	2011-12-31	$9,852
Total plan assets at end of year	2011-12-31	$1,957,578
Total plan assets at beginning of year	2011-12-31	$1,871,778
Value of fidelity bond covering the plan	2011-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$9,852
Other income received	2011-12-31	$-36,611
Net income (gross income less expenses)	2011-12-31	$85,800
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,957,578
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,871,778
Total contributions received or receivable from employer(s)	2011-12-31	$132,263
2010 : PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2010 401k financial data
Total income from all sources	2010-12-31	$339,629
Expenses. Total of all expenses incurred	2010-12-31	$39,714
Benefits paid (including direct rollovers)	2010-12-31	$31,500
Total plan assets at end of year	2010-12-31	$1,871,778
Total plan assets at beginning of year	2010-12-31	$1,571,863
Value of fidelity bond covering the plan	2010-12-31	$190,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$8,214
Other income received	2010-12-31	$197,955
Net income (gross income less expenses)	2010-12-31	$299,915
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,871,778
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,571,863
Total contributions received or receivable from employer(s)	2010-12-31	$141,674

Form 5500 Responses for PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC.

2022: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT-SHARING PLAN OF BUSINESS RESEARCH & ECONOMETRICS, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BURKE, ROSEN & ASSOCIATES BUSINESS RESEARCH & ECONOMETRICS
Employer identification number (EIN):	341124188
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services