401k Plan data: AHEAD - CALC 401K PLAN plan

AHEAD - CALC 401K PLAN 401k Plan overview

Plan Name	AHEAD - CALC 401K PLAN
Plan identification number	001

AHEAD - CALC 401K PLAN Benefits

401k Plan Type

Defined 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

RESOURCE PRODUCTIVITY MANAGEMENT DBA CALC INSTITUTE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.

Company Name: RESOURCE PRODUCTIVITY MANAGEMENT DBA CALC INSTITUTE OF TECHNOLOGY

Employer identification number (EIN): 371360670

NAIC Classification: 561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AHEAD - CALC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KRISTI HAGAN-MULLINS 2024-07-11
001 2022-01-01 KRISTI HAGAN-MULLINS 2023-07-10
001 2021-01-01 KRISTI HAGAN-MULLINS 2022-07-18
001 2020-01-01 KRISTI HAGAN-MULLINS 2021-07-06
001 2019-01-01 KRISTI HAGAN-MULLINS 2020-07-07
001 2018-01-01 KRISTI HAGAN-MULLINS 2019-07-24
001 2017-01-01 KRISTI HAGAN-MULLINS 2018-05-17
001 2016-01-01 KRISTI HAGAN-MULLINS 2017-07-25
001 2014-01-01 KRISTI HAGAN-MULLINS 2015-06-05
001 2013-01-01 KRISTI HAGAN-MULLINS 2014-07-07
001 2012-01-01 KRISTI HAGAN
001 2011-01-01 KRISTI HAGAN
001 2010-01-01 KRISTI HAGAN
001 2009-01-01 KRISTI HAGAN
001 2009-01-01 KRISTI HAGAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	KRISTI HAGAN-MULLINS	2024-07-11
001	2022-01-01	KRISTI HAGAN-MULLINS	2023-07-10
001	2021-01-01	KRISTI HAGAN-MULLINS	2022-07-18
001	2020-01-01	KRISTI HAGAN-MULLINS	2021-07-06
001	2019-01-01	KRISTI HAGAN-MULLINS	2020-07-07
001	2018-01-01	KRISTI HAGAN-MULLINS	2019-07-24
001	2017-01-01	KRISTI HAGAN-MULLINS	2018-05-17
001	2016-01-01	KRISTI HAGAN-MULLINS	2017-07-25
001	2014-01-01	KRISTI HAGAN-MULLINS	2015-06-05
001	2013-01-01	KRISTI HAGAN-MULLINS	2014-07-07
001	2012-01-01	KRISTI HAGAN
001	2011-01-01	KRISTI HAGAN
001	2010-01-01	KRISTI HAGAN
001	2009-01-01	KRISTI HAGAN
001	2009-01-01	KRISTI HAGAN

Plan Statistics for AHEAD - CALC 401K PLAN

401k plan membership statisitcs for AHEAD - CALC 401K PLAN

Measure Date Value
2025: AHEAD - CALC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-07 16
Total number of particpants at end of year 2025-04-07 16
Number of Participants With Account Balances 2025-04-07 12
2024: AHEAD - CALC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-11 20
Total number of particpants at end of year 2024-07-11 16
Number of Participants With Account Balances 2024-07-11 12
2012: AHEAD - CALC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AHEAD - CALC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
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 0
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: AHEAD - CALC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AHEAD - CALC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: AHEAD - CALC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-07	16
Total number of particpants at end of year	2025-04-07	16
Number of Participants With Account Balances	2025-04-07	12
2024: AHEAD - CALC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-11	20
Total number of particpants at end of year	2024-07-11	16
Number of Participants With Account Balances	2024-07-11	12
2012: AHEAD - CALC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AHEAD - CALC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
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	0
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: AHEAD - CALC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AHEAD - CALC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AHEAD - CALC 401K PLAN

Measure	Date	Value
2025 : AHEAD - CALC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-07	43320
Net assets as of the end of the plan year	2025-04-07	618892
Total assets as of the beginning of the plan year	2025-04-07	562662
Value of plan covered by a fidelity bond	2025-04-07	106000
Participant contributions to plan in this plan year	2025-04-07	15734
Other income to plan in this plan year	2025-04-07	74528
Plan net income in this plan year	2025-04-07	56230
Net assets as of the end of the plan year	2025-04-07	618892
Net assets as of the beginning of the plan year	2025-04-07	562662
Employer contributions to plan in this plan year	2025-04-07	9288
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-07	1473
2024 : AHEAD - CALC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-11	588019
Net assets as of the end of the plan year	2024-07-11	562662
Total assets as of the beginning of the plan year	2024-07-11	1052403
Value of plan covered by a fidelity bond	2024-07-11	106000
Participant contributions to plan in this plan year	2024-07-11	13347
Other income to plan in this plan year	2024-07-11	77083
Plan net income in this plan year	2024-07-11	-489741
Net assets as of the end of the plan year	2024-07-11	562662
Net assets as of the beginning of the plan year	2024-07-11	1052403
Employer contributions to plan in this plan year	2024-07-11	7848
2012 : AHEAD - CALC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$92,677
Expenses. Total of all expenses incurred	2012-12-31	$873
Benefits paid (including direct rollovers)	2012-12-31	$873
Total plan assets at end of year	2012-12-31	$356,712
Total plan assets at beginning of year	2012-12-31	$264,908
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$35,102
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$41,481
Net income (gross income less expenses)	2012-12-31	$91,804
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$356,712
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$264,908
Assets. Value of participant loans	2012-12-31	$1,225
Total contributions received or receivable from employer(s)	2012-12-31	$16,094
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : AHEAD - CALC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$52,362
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$264,908
Total plan assets at beginning of year	2011-12-31	$212,546
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$55,319
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-15,672
Net income (gross income less expenses)	2011-12-31	$52,362
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$264,908
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$212,546
Total contributions received or receivable from employer(s)	2011-12-31	$12,715
2010 : AHEAD - CALC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$86,720
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$219,608
Total plan assets at beginning of year	2010-12-31	$132,888
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$49,626
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$21,720
Net income (gross income less expenses)	2010-12-31	$86,720
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$219,608
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$132,888
Total contributions received or receivable from employer(s)	2010-12-31	$15,374

Form 5500 Responses for AHEAD - CALC 401K PLAN

2012: AHEAD - CALC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AHEAD - CALC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AHEAD - CALC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: AHEAD - CALC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	GAP-54-L668
Policy instance	1

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	RESOURCE PRODUCTIVITY MANAGEMENT DBA CALC INSTITUTE OF TECHNOLOGY
Employer identification number (EIN):	371360670
NAIC Classification:	561490