AMERICAN RESEARCH CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN RESEARCH CORPORATION 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : AMERICAN RESEARCH CORPORATION 401(K) PLAN 2023 401k financial data |
|---|
| Expenses. Interest paid | 2023-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,266,739 |
| Total of all expenses incurred | 2023-12-31 | $557,733 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $545,733 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of total corrective distributions | 2023-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $572,692 |
| Value of total assets at end of year | 2023-12-31 | $4,751,467 |
| Value of total assets at beginning of year | 2023-12-31 | $4,042,461 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $12,000 |
| Total interest from all sources | 2023-12-31 | $5,279 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $335,953 |
| Participant contributions at end of year | 2023-12-31 | $57,981 |
| Participant contributions at beginning of year | 2023-12-31 | $39,121 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $10,236 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $0 |
| Other income not declared elsewhere | 2023-12-31 | $-2,296 |
| Administrative expenses (other) incurred | 2023-12-31 | $2,200 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Income. Non cash contributions | 2023-12-31 | $0 |
| Value of net income/loss | 2023-12-31 | $709,006 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $4,751,467 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,042,461 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $4,307,348 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $3,625,473 |
| Interest on participant loans | 2023-12-31 | $3,016 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
| Interest earned on other investments | 2023-12-31 | $1,962 |
| Income. Interest from corporate debt instruments | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $4,790 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $6,714 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $6,714 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $301 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $144,609 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $143,186 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $691,064 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $236,739 |
| Employer contributions (assets) at end of year | 2023-12-31 | $236,739 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $217,731 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $545,733 |
| Contract administrator fees | 2023-12-31 | $5,300 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CJ CPAS PLLC |
| Accountancy firm EIN | 2023-12-31 | 921424935 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,266,739 |
| Total of all expenses incurred | 2023-01-01 | $557,733 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $545,733 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $0 |
| Value of total corrective distributions | 2023-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $572,692 |
| Value of total assets at end of year | 2023-01-01 | $4,751,467 |
| Value of total assets at beginning of year | 2023-01-01 | $4,042,461 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $12,000 |
| Total interest from all sources | 2023-01-01 | $5,279 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $335,953 |
| Participant contributions at end of year | 2023-01-01 | $57,981 |
| Participant contributions at beginning of year | 2023-01-01 | $39,121 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $10,236 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $0 |
| Other income not declared elsewhere | 2023-01-01 | $-2,296 |
| Administrative expenses (other) incurred | 2023-01-01 | $2,200 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Income. Non cash contributions | 2023-01-01 | $0 |
| Value of net income/loss | 2023-01-01 | $709,006 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $4,751,467 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $4,042,461 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $4,307,348 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $3,625,473 |
| Interest on participant loans | 2023-01-01 | $3,016 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $0 |
| Interest earned on other investments | 2023-01-01 | $1,962 |
| Income. Interest from corporate debt instruments | 2023-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $4,790 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $301 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $144,609 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $143,186 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $691,064 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $236,739 |
| Employer contributions (assets) at end of year | 2023-01-01 | $236,739 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $217,731 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $545,733 |
| Contract administrator fees | 2023-01-01 | $5,300 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CJ CPAS PLLC |
| Accountancy firm EIN | 2023-01-01 | 921424935 |
| 2022 : AMERICAN RESEARCH CORPORATION 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| 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 | $-198,426 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $405,129 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $399,728 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,301 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $557,542 |
| Value of total assets at end of year | 2022-12-31 | $4,042,461 |
| Value of total assets at beginning of year | 2022-12-31 | $4,646,016 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,100 |
| Total interest from all sources | 2022-12-31 | $1,993 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $342,216 |
| Participant contributions at end of year | 2022-12-31 | $39,121 |
| Participant contributions at beginning of year | 2022-12-31 | $62,515 |
| Participant contributions at end of year | 2022-12-31 | $10,236 |
| Participant contributions at beginning of year | 2022-12-31 | $11,155 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Other income not declared elsewhere | 2022-12-31 | $1,873 |
| Administrative expenses (other) incurred | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-603,555 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,042,461 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,646,016 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,625,473 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,226,225 |
| Interest on participant loans | 2022-12-31 | $1,903 |
| Interest earned on other investments | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $6,714 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $942 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $942 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $90 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $143,186 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $102,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-759,834 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $215,326 |
| Employer contributions (assets) at end of year | 2022-12-31 | $217,731 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $242,449 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $399,728 |
| Contract administrator fees | 2022-12-31 | $4,100 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CJ CPAS PLLC |
| Accountancy firm EIN | 2022-12-31 | 921424935 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-198,426 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $405,129 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $399,728 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $1,301 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $557,542 |
| Value of total assets at end of year | 2022-01-01 | $4,042,461 |
| Value of total assets at beginning of year | 2022-01-01 | $4,646,016 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $4,100 |
| Total interest from all sources | 2022-01-01 | $1,993 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $342,216 |
| Participant contributions at end of year | 2022-01-01 | $39,121 |
| Participant contributions at beginning of year | 2022-01-01 | $62,515 |
| Participant contributions at end of year | 2022-01-01 | $10,236 |
| Participant contributions at beginning of year | 2022-01-01 | $11,155 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $0 |
| Other income not declared elsewhere | 2022-01-01 | $1,873 |
| Administrative expenses (other) incurred | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-603,555 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,042,461 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $4,646,016 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $3,625,473 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $4,226,225 |
| Interest on participant loans | 2022-01-01 | $1,903 |
| Interest earned on other investments | 2022-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $6,714 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $90 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $143,186 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $102,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-759,834 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $215,326 |
| Employer contributions (assets) at end of year | 2022-01-01 | $217,731 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $242,449 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $399,728 |
| Contract administrator fees | 2022-01-01 | $4,100 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CJ CPAS PLLC |
| Accountancy firm EIN | 2022-01-01 | 921424935 |
| 2021 : AMERICAN RESEARCH CORPORATION 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $1,277,745 |
| Total of all expenses incurred | 2021-12-31 | $50,047 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $45,554 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $743 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $701,977 |
| Value of total assets at end of year | 2021-12-31 | $4,646,016 |
| Value of total assets at beginning of year | 2021-12-31 | $3,418,318 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,750 |
| Total interest from all sources | 2021-12-31 | $1,228 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $382,497 |
| Participant contributions at end of year | 2021-12-31 | $62,515 |
| Participant contributions at beginning of year | 2021-12-31 | $28,412 |
| Participant contributions at end of year | 2021-12-31 | $11,155 |
| Participant contributions at beginning of year | 2021-12-31 | $6,776 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $77,031 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
| Other income not declared elsewhere | 2021-12-31 | $1,040 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,227,698 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,646,016 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,418,318 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,226,225 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,054,938 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $1,207 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $942 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $102,620 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $102,620 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $21 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $102,730 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $122,991 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $573,500 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $242,449 |
| Employer contributions (assets) at end of year | 2021-12-31 | $242,449 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $102,581 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $45,554 |
| Contract administrator fees | 2021-12-31 | $3,750 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | ABIP, PC |
| Accountancy firm EIN | 2021-12-31 | 760689865 |
| 2020 : AMERICAN RESEARCH CORPORATION 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $853,793 |
| Total of all expenses incurred | 2020-12-31 | $50,768 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $47,706 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $862 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $408,289 |
| Value of total assets at end of year | 2020-12-31 | $3,418,318 |
| Value of total assets at beginning of year | 2020-12-31 | $2,615,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,200 |
| Total interest from all sources | 2020-12-31 | $1,629 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $305,708 |
| Participant contributions at end of year | 2020-12-31 | $28,412 |
| Participant contributions at beginning of year | 2020-12-31 | $29,058 |
| Participant contributions at end of year | 2020-12-31 | $6,776 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Other income not declared elsewhere | 2020-12-31 | $443,875 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Income. Non cash contributions | 2020-12-31 | $0 |
| Value of net income/loss | 2020-12-31 | $803,025 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,418,318 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,615,293 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,054,938 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,129,764 |
| Interest on participant loans | 2020-12-31 | $1,362 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
| Interest earned on other investments | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $102,620 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $95,057 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $95,057 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $267 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $122,991 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $161,751 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $102,581 |
| Employer contributions (assets) at end of year | 2020-12-31 | $102,581 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $199,663 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $47,706 |
| Contract administrator fees | 2020-12-31 | $2,200 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ABIP, PC |
| Accountancy firm EIN | 2020-12-31 | 760689865 |
| 2019 : AMERICAN RESEARCH CORPORATION 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $890,778 |
| Total income from all sources (including contributions) | 2019-12-31 | $890,778 |
| Total of all expenses incurred | 2019-12-31 | $69,384 |
| Total of all expenses incurred | 2019-12-31 | $69,384 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $57,632 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $57,632 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $9,252 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $9,252 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $503,777 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $503,777 |
| Value of total assets at end of year | 2019-12-31 | $2,615,293 |
| Value of total assets at end of year | 2019-12-31 | $2,615,293 |
| Value of total assets at beginning of year | 2019-12-31 | $1,793,899 |
| Value of total assets at beginning of year | 2019-12-31 | $1,793,899 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,500 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,500 |
| Total interest from all sources | 2019-12-31 | $2,922 |
| Total interest from all sources | 2019-12-31 | $2,922 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
| Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $120,000 |
| Value of fidelity bond cover | 2019-12-31 | $120,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $304,114 |
| Contributions received from participants | 2019-12-31 | $304,114 |
| Participant contributions at end of year | 2019-12-31 | $29,058 |
| Participant contributions at end of year | 2019-12-31 | $29,058 |
| Participant contributions at beginning of year | 2019-12-31 | $27,092 |
| Participant contributions at beginning of year | 2019-12-31 | $27,092 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $384,079 |
| Other income not declared elsewhere | 2019-12-31 | $384,079 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $821,394 |
| Value of net income/loss | 2019-12-31 | $821,394 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,615,293 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,615,293 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,793,899 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,793,899 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,129,764 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,129,764 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,375,022 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,375,022 |
| Interest on participant loans | 2019-12-31 | $1,271 |
| Interest on participant loans | 2019-12-31 | $1,271 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $95,057 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $95,057 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $84,554 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $84,554 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $84,554 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $84,554 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,651 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,651 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $161,751 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $161,751 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $130,925 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $130,925 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $199,663 |
| Contributions received in cash from employer | 2019-12-31 | $199,663 |
| Employer contributions (assets) at end of year | 2019-12-31 | $199,663 |
| Employer contributions (assets) at end of year | 2019-12-31 | $199,663 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $176,306 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $176,306 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $57,632 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $57,632 |
| Contract administrator fees | 2019-12-31 | $2,500 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | ABIP, PC |
| Accountancy firm name | 2019-12-31 | ABIP, PC |
| Accountancy firm EIN | 2019-12-31 | 760689865 |
| Accountancy firm EIN | 2019-12-31 | 760689865 |
