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CENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

CENTER FOR ECONOMIC RESEARCH A has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR ECONOMIC RESEARCH A
Employer identification number (EIN):364400754
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICOLE KIM2024-09-09
0012022-01-01NICOLE KIM2023-07-12
0012021-01-01NICOLE KIM2022-05-26
0012020-01-01NICOLE KIM2021-09-01
0012019-01-01NICOLE KIM2021-10-05
0012018-01-01BEHZAD RAGHIAN2019-10-15

Plan Statistics for CENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for CENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: CENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-1449
Total number of particpants at end of year2025-05-1452
Number of Participants With Account Balances2025-05-1445
2024: CENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-0943
Total number of particpants at end of year2024-09-0947
Number of Participants With Account Balances2024-09-0941

Financial Data on CENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : CENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-140
Total liabilities as of the end of the plan year2025-05-140
Total liabilities as of the beginning of the plan year2025-05-140
Total expenses incurred by plan in this plan year2025-05-1415211
Net assets as of the end of the plan year2025-05-14412341
Total assets as of the beginning of the plan year2025-05-14266266
Value of plan covered by a fidelity bond2025-05-1426627
Participant contributions to plan in this plan year2025-05-14118985
Value of participant loans at end of plan year2025-05-14759
Other expenses paid from plan in this plan year2025-05-140
Other contributions to plan in this plan year2025-05-140
Other income to plan in this plan year2025-05-1442301
Plan net income in this plan year2025-05-14146075
Net assets as of the end of the plan year2025-05-14412341
Net assets as of the beginning of the plan year2025-05-14266266
Employer contributions to plan in this plan year2025-05-140
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-141979
2024 : CENTER FOR ECONOMIC RESEARCH A 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-090
Total liabilities as of the end of the plan year2024-09-090
Total liabilities as of the beginning of the plan year2024-09-090
Total expenses incurred by plan in this plan year2024-09-091351
Net assets as of the end of the plan year2024-09-09266266
Total assets as of the beginning of the plan year2024-09-09151150
Value of plan covered by a fidelity bond2024-09-0920000
Participant contributions to plan in this plan year2024-09-0981756
Other expenses paid from plan in this plan year2024-09-090
Other contributions to plan in this plan year2024-09-090
Other income to plan in this plan year2024-09-0934711
Plan net income in this plan year2024-09-09115116
Net assets as of the end of the plan year2024-09-09266266
Net assets as of the beginning of the plan year2024-09-09151150
Employer contributions to plan in this plan year2024-09-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-091140

Potentially related plans

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