CAMBRIDGE ADVISORS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-23 | 407 |
| Net assets as of the end of the plan year | 2025-04-23 | 5118957 |
| Total assets as of the beginning of the plan year | 2025-04-23 | 3801823 |
| Value of plan covered by a fidelity bond | 2025-04-23 | 350000 |
| Participant contributions to plan in this plan year | 2025-04-23 | 115065 |
| Other contributions to plan in this plan year | 2025-04-23 | 282714 |
| Other income to plan in this plan year | 2025-04-23 | 771470 |
| Plan net income in this plan year | 2025-04-23 | 1317134 |
| Net assets as of the end of the plan year | 2025-04-23 | 5118957 |
| Net assets as of the beginning of the plan year | 2025-04-23 | 3801823 |
| Employer contributions to plan in this plan year | 2025-04-23 | 148292 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-23 | 407 |
| 2024 : CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-21 | 0 |
| Net assets as of the end of the plan year | 2024-05-21 | 3801823 |
| Total assets as of the beginning of the plan year | 2024-05-21 | 3150387 |
| Value of plan covered by a fidelity bond | 2024-05-21 | 350000 |
| Participant contributions to plan in this plan year | 2024-05-21 | 104724 |
| Other income to plan in this plan year | 2024-05-21 | 416450 |
| Plan net income in this plan year | 2024-05-21 | 651436 |
| Net assets as of the end of the plan year | 2024-05-21 | 3801823 |
| Net assets as of the beginning of the plan year | 2024-05-21 | 3150387 |
| Employer contributions to plan in this plan year | 2024-05-21 | 130262 |
| 2022 : CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-10 | 0 |
| Net assets as of the end of the plan year | 2022-06-10 | 3431317 |
| Total assets as of the beginning of the plan year | 2022-06-10 | 3097058 |
| Value of plan covered by a fidelity bond | 2022-06-10 | 350000 |
| Participant contributions to plan in this plan year | 2022-06-10 | 102678 |
| Other income to plan in this plan year | 2022-06-10 | 115404 |
| Plan net income in this plan year | 2022-06-10 | 334259 |
| Net assets as of the end of the plan year | 2022-06-10 | 3431317 |
| Net assets as of the beginning of the plan year | 2022-06-10 | 3097058 |
| Employer contributions to plan in this plan year | 2022-06-10 | 116177 |
| 2015 : CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $341,361 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,545,330 |
| Total plan assets at beginning of year | 2015-12-31 | $1,203,969 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $80,392 |
| Other income received | 2015-12-31 | $192,012 |
| Net income (gross income less expenses) | 2015-12-31 | $341,361 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,545,330 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,203,969 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $68,957 |
| 2014 : CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $138,320 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,203,969 |
| Total plan assets at beginning of year | 2014-12-31 | $1,065,649 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $77,791 |
| Other income received | 2014-12-31 | $47,582 |
| Net income (gross income less expenses) | 2014-12-31 | $138,320 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,203,969 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,065,649 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $12,947 |
| 2013 : CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $251,931 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,065,649 |
| Total plan assets at beginning of year | 2013-12-31 | $813,718 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $77,678 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $162,849 |
| Net income (gross income less expenses) | 2013-12-31 | $251,931 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,065,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $813,718 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $11,404 |
| 2012 : CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $116,138 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $813,718 |
| Total plan assets at beginning of year | 2012-12-31 | $697,580 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $75,100 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $30,315 |
| Net income (gross income less expenses) | 2012-12-31 | $116,138 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $813,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $697,580 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $10,723 |
| 2011 : CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-4,762 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $8,109 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $8,109 |
| Total plan assets at end of year | 2011-12-31 | $697,580 |
| Total plan assets at beginning of year | 2011-12-31 | $710,451 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $66,000 |
| Other income received | 2011-12-31 | $-80,995 |
| Net income (gross income less expenses) | 2011-12-31 | $-12,871 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $697,580 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $710,451 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,233 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $53,891 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $33,019 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $33,019 |
| Total plan assets at end of year | 2010-12-31 | $710,451 |
| Total plan assets at beginning of year | 2010-12-31 | $689,579 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $49,500 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $-6,324 |
| Net income (gross income less expenses) | 2010-12-31 | $20,872 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $710,451 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $689,579 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,715 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2015: CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 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: CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 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 |
| 2009: CAMBRIDGE ADVISORS INC RETIREMENT SAVINGS PLAN & TRUST 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
