COUNCIL FOR PROFESSIONAL RECOGNITION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COUNCIL FOR PROFESSIONAL RECOGNITION DC PLAN
| Measure | Date | Value |
|---|
| 2023 : COUNCIL FOR PROFESSIONAL RECOGNITION DC PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $1,870,362 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,079,346 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $685,982 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $683,709 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,019,907 |
| Value of total assets at end of year | 2023-12-31 | $8,191,139 |
| Value of total assets at beginning of year | 2023-12-31 | $4,927,413 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $2,273 |
| Total interest from all sources | 2023-12-31 | $4,044 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $42,673 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $42,673 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| 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 | $260,240 |
| Participant contributions at end of year | 2023-12-31 | $58,394 |
| Participant contributions at beginning of year | 2023-12-31 | $65,435 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $301,972 |
| 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 |
| Value of net income/loss | 2023-12-31 | $1,393,364 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,191,139 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,927,413 |
| 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 |
| Investment advisory and management fees | 2023-12-31 | $1,088 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $5,548,427 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $3,234,918 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $414,773 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $295,246 |
| Interest on participant loans | 2023-12-31 | $4,044 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $689,358 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $1,480,187 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,331,814 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,080,803 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $-68,081 |
| 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 | $457,695 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $683,709 |
| Contract administrator fees | 2023-12-31 | $1,185 |
| 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 | GRF |
| Accountancy firm EIN | 2023-12-31 | 521392008 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $1,870,362 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,079,346 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $685,982 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $683,709 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,019,907 |
| Value of total assets at end of year | 2023-01-01 | $8,191,139 |
| Value of total assets at beginning of year | 2023-01-01 | $4,927,413 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $2,273 |
| Total interest from all sources | 2023-01-01 | $4,044 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $42,673 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $42,673 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| 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 | $260,240 |
| Participant contributions at end of year | 2023-01-01 | $58,394 |
| Participant contributions at beginning of year | 2023-01-01 | $65,435 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $301,972 |
| 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 |
| Value of net income/loss | 2023-01-01 | $1,393,364 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $8,191,139 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $4,927,413 |
| 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 |
| Investment advisory and management fees | 2023-01-01 | $1,088 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $5,548,427 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $3,234,918 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $414,773 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $295,246 |
| Interest on participant loans | 2023-01-01 | $4,044 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $689,358 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $1,480,187 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $1,331,814 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,080,803 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $-68,081 |
| 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 | $457,695 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $683,709 |
| Contract administrator fees | 2023-01-01 | $1,185 |
| 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 | GRF |
| Accountancy firm EIN | 2023-01-01 | 521392008 |
| 2022 : COUNCIL FOR PROFESSIONAL RECOGNITION DC 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 | $-312,047 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $791,384 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $790,809 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $400,139 |
| Value of total assets at end of year | 2022-12-31 | $4,927,413 |
| Value of total assets at beginning of year | 2022-12-31 | $6,030,844 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $575 |
| Total interest from all sources | 2022-12-31 | $58,662 |
| 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 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-12-31 | No |
| 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 |
| Participant contributions at end of year | 2022-12-31 | $65,435 |
| Participant contributions at beginning of year | 2022-12-31 | $53,858 |
| Other income not declared elsewhere | 2022-12-31 | $425 |
| Administrative expenses (other) incurred | 2022-12-31 | $575 |
| 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 | $-1,103,431 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,927,413 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,030,844 |
| 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 | $3,234,918 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,330,841 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $295,246 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $270,041 |
| Interest on participant loans | 2022-12-31 | $3,651 |
| Interest earned on other investments | 2022-12-31 | $55,011 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,331,814 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,376,104 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-793,527 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $22,254 |
| 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 | $400,139 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $790,809 |
| 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 | HANCOCK ASKEW & CO., LLP |
| Accountancy firm EIN | 2022-12-31 | 580662558 |
| 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 | $-312,047 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $791,384 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $790,809 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $400,139 |
| Value of total assets at end of year | 2022-01-01 | $4,927,413 |
| Value of total assets at beginning of year | 2022-01-01 | $6,030,844 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $575 |
| Total interest from all sources | 2022-01-01 | $58,662 |
| 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 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2022-01-01 | No |
| 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 |
| Participant contributions at end of year | 2022-01-01 | $65,435 |
| Participant contributions at beginning of year | 2022-01-01 | $53,858 |
| Other income not declared elsewhere | 2022-01-01 | $425 |
| Administrative expenses (other) incurred | 2022-01-01 | $575 |
| 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 | $-1,103,431 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,927,413 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,030,844 |
| 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 | $3,234,918 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $4,330,841 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $295,246 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $270,041 |
| Interest on participant loans | 2022-01-01 | $3,651 |
| Interest earned on other investments | 2022-01-01 | $55,011 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,331,814 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,376,104 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-793,527 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $22,254 |
| 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 | $400,139 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $790,809 |
| 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 | HANCOCK ASKEW & CO., LLP |
| Accountancy firm EIN | 2022-01-01 | 580662558 |
| 2021 : COUNCIL FOR PROFESSIONAL RECOGNITION DC PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 | $977,242 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $299,898 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $299,598 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $365,628 |
| Value of total assets at end of year | 2021-12-31 | $6,030,844 |
| Value of total assets at beginning of year | 2021-12-31 | $5,353,500 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $300 |
| Total interest from all sources | 2021-12-31 | $49,665 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| 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 | No |
| 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 |
| Participant contributions at end of year | 2021-12-31 | $53,858 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Administrative expenses (other) incurred | 2021-12-31 | $300 |
| 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 | $677,344 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,030,844 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,353,500 |
| 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 | $4,330,841 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,696,083 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $270,041 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $222,002 |
| Interest on participant loans | 2021-12-31 | $1,560 |
| Interest earned on other investments | 2021-12-31 | $48,105 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,376,104 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,435,415 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $521,778 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $40,171 |
| 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 | $365,628 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $299,598 |
| 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 | HANCOCK ASKEW & CO., LLP |
| Accountancy firm EIN | 2021-12-31 | 580662558 |
