CENTER FOR OCCUPATIONAL RESEARCH & DEVELOPMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTER FOR OCCUPATIONAL RESEARCH 403B PLAN
| Measure | Date | Value |
|---|
| 2025: CENTER FOR OCCUPATIONAL RESEARCH 403B PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-16 | 58 |
| Total number of particpants at end of year | 2025-09-16 | 56 |
| Number of Participants With Account Balances | 2025-09-16 | 48 |
| 2024: CENTER FOR OCCUPATIONAL RESEARCH 403B PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-02 | 59 |
| Total number of particpants at end of year | 2024-10-02 | 58 |
| Number of Participants With Account Balances | 2024-10-02 | 51 |
| 2010: CENTER FOR OCCUPATIONAL RESEARCH 403B PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 68 |
| Total of all active and inactive participants | 2010-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 87 |
| Number of participants with account balances | 2010-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: CENTER FOR OCCUPATIONAL RESEARCH 403B PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 62 |
| Total of all active and inactive participants | 2009-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 87 |
| Number of participants with account balances | 2009-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : CENTER FOR OCCUPATIONAL RESEARCH 403B PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-16 | 200694 |
| Net assets as of the end of the plan year | 2025-09-16 | 4690378 |
| Total assets as of the beginning of the plan year | 2025-09-16 | 4362808 |
| Value of plan covered by a fidelity bond | 2025-09-16 | 300000 |
| Participant contributions to plan in this plan year | 2025-09-16 | 121450 |
| Value of participant loans at end of plan year | 2025-09-16 | 19389 |
| Other expenses paid from plan in this plan year | 2025-09-16 | 0 |
| Other contributions to plan in this plan year | 2025-09-16 | 0 |
| Other income to plan in this plan year | 2025-09-16 | 406814 |
| Plan net income in this plan year | 2025-09-16 | 327570 |
| Net assets as of the end of the plan year | 2025-09-16 | 4690378 |
| Net assets as of the beginning of the plan year | 2025-09-16 | 4362808 |
| Employer contributions to plan in this plan year | 2025-09-16 | 0 |
| Fees paid to broker by Benefit Provider | 2025-09-16 | 2310 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-16 | 802 |
| 2024 : CENTER FOR OCCUPATIONAL RESEARCH 403B PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 161746 |
| Net assets as of the end of the plan year | 2024-10-02 | 4362808 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 3980767 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 300000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 106499 |
| Value of participant loans at end of plan year | 2024-10-02 | 10661 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 437288 |
| Plan net income in this plan year | 2024-10-02 | 382041 |
| Net assets as of the end of the plan year | 2024-10-02 | 4362808 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 3980767 |
| Employer contributions to plan in this plan year | 2024-10-02 | 0 |
| Fees paid to broker by Benefit Provider | 2024-10-02 | 1943 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 713 |
| 2010 : CENTER FOR OCCUPATIONAL RESEARCH 403B PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $502,984 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $89,669 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $89,669 |
| Total plan assets at end of year | 2010-12-31 | $4,899,327 |
| Total plan assets at beginning of year | 2010-12-31 | $4,486,012 |
| Value of fidelity bond covering the plan | 2010-12-31 | $325,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $100,145 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $336,395 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $413,315 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,899,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,486,012 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $66,444 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : CENTER FOR OCCUPATIONAL RESEARCH 403B PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
