CENTER FOR APPLIED BEHAVIOR ANAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTER FOR APPLIED BEHAVIOR ANALYSIS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : CENTER FOR APPLIED BEHAVIOR ANALYSIS 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 126266 |
| Net assets as of the end of the plan year | 2024-10-15 | 827006 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 644767 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 65000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 178809 |
| Value of participant loans at end of plan year | 2024-10-15 | 10899 |
| Other income to plan in this plan year | 2024-10-15 | 129696 |
| Plan net income in this plan year | 2024-10-15 | 182239 |
| Net assets as of the end of the plan year | 2024-10-15 | 827006 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 644767 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 1470 |
| 2022 : CENTER FOR APPLIED BEHAVIOR ANALYSIS 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $59,718 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $26,433 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $25,363 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $182,307 |
| Value of total assets at end of year | 2022-12-31 | $644,767 |
| Value of total assets at beginning of year | 2022-12-31 | $611,482 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,070 |
| Total interest from all sources | 2022-12-31 | $281 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $38,244 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $38,244 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $62,000 |
| 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 | $178,307 |
| Participant contributions at end of year | 2022-12-31 | $12,045 |
| Participant contributions at beginning of year | 2022-12-31 | $5,825 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,000 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,070 |
| 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 | $33,285 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $644,767 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $611,482 |
| 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 | $563,947 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $543,187 |
| Interest on participant loans | 2022-12-31 | $281 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $68,775 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $62,470 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-149,241 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-11,873 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $25,363 |
| 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 | LEE CPA AUDIT GROUP |
| Accountancy firm EIN | 2022-12-31 | 814637885 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 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 | $59,718 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $26,433 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $25,363 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $182,307 |
| Value of total assets at end of year | 2022-01-01 | $644,767 |
| Value of total assets at beginning of year | 2022-01-01 | $611,482 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,070 |
| Total interest from all sources | 2022-01-01 | $281 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $38,244 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $38,244 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $62,000 |
| 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 | $178,307 |
| Participant contributions at end of year | 2022-01-01 | $12,045 |
| Participant contributions at beginning of year | 2022-01-01 | $5,825 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $4,000 |
| Administrative expenses (other) incurred | 2022-01-01 | $1,070 |
| 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 | $33,285 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $644,767 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $611,482 |
| 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 | $563,947 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $543,187 |
| Interest on participant loans | 2022-01-01 | $281 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $68,775 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $62,470 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-149,241 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-11,873 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $25,363 |
| 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 | LEE CPA AUDIT GROUP |
| Accountancy firm EIN | 2022-01-01 | 814637885 |
| 2021 : CENTER FOR APPLIED BEHAVIOR ANALYSIS 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $271,225 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $42,990 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $33,552 |
| Value of total corrective distributions | 2021-12-31 | $8,486 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $199,478 |
| Value of total assets at end of year | 2021-12-31 | $611,482 |
| Value of total assets at beginning of year | 2021-12-31 | $383,247 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $952 |
| Total interest from all sources | 2021-12-31 | $150 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $41,806 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $41,806 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $39,000 |
| 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 | $184,359 |
| Participant contributions at end of year | 2021-12-31 | $5,825 |
| Participant contributions at beginning of year | 2021-12-31 | $1,095 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $15,119 |
| Administrative expenses (other) incurred | 2021-12-31 | $952 |
| 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 | $228,235 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $611,482 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $383,247 |
| 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 | $543,187 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $346,097 |
| Interest on participant loans | 2021-12-31 | $150 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $62,470 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $36,055 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $21,499 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $8,292 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $33,552 |
| 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 | Unqualified |
| Accountancy firm name | 2021-12-31 | LEE CPA AUDIT GROUP |
| Accountancy firm EIN | 2021-12-31 | 814637885 |
| 2020 : CENTER FOR APPLIED BEHAVIOR ANALYSIS 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $173,722 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $24,649 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,911 |
| Value of total corrective distributions | 2020-12-31 | $13,393 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $119,606 |
| Value of total assets at end of year | 2020-12-31 | $383,247 |
| Value of total assets at beginning of year | 2020-12-31 | $234,174 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $345 |
| Total interest from all sources | 2020-12-31 | $54 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $12,851 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $12,851 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $24,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $116,938 |
| Participant contributions at end of year | 2020-12-31 | $1,095 |
| Participant contributions at beginning of year | 2020-12-31 | $2,165 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,668 |
| Administrative expenses (other) incurred | 2020-12-31 | $345 |
| 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 |
| Value of net income/loss | 2020-12-31 | $149,073 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $383,247 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $234,174 |
| 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 | $346,097 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $215,173 |
| Interest on participant loans | 2020-12-31 | $54 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $36,055 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $16,836 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $36,248 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $4,963 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $10,911 |
| 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 | LEE CPA AUDIT GROUP |
| Accountancy firm EIN | 2020-12-31 | 814637885 |
