COMMUNITY RESOURCE PROJECT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COMMUNITY RESOURCE PROJECT, INC. 403(B) PLAN
| Measure | Date | Value |
|---|
| 2023 : COMMUNITY RESOURCE PROJECT, INC. 403(B) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-30 | $0 |
| Total income from all sources (including contributions) | 2023-09-30 | $2,433,324 |
| Total loss/gain on sale of assets | 2023-09-30 | $0 |
| Total of all expenses incurred | 2023-09-30 | $197,192 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-09-30 | $155,877 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-09-30 | $2,174,544 |
| Value of total assets at end of year | 2023-09-30 | $3,887,984 |
| Value of total assets at beginning of year | 2023-09-30 | $1,651,852 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-09-30 | $41,315 |
| Total interest from all sources | 2023-09-30 | $9,441 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-09-30 | No |
| Was this plan covered by a fidelity bond | 2023-09-30 | Yes |
| Value of fidelity bond cover | 2023-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-09-30 | No |
| Contributions received from participants | 2023-09-30 | $233,522 |
| Participant contributions at end of year | 2023-09-30 | $11,443 |
| Participant contributions at beginning of year | 2023-09-30 | $16,064 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-09-30 | $1,784,373 |
| Total non interest bearing cash at end of year | 2023-09-30 | $1 |
| Total non interest bearing cash at beginning of year | 2023-09-30 | $1 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
| Value of net income/loss | 2023-09-30 | $2,236,132 |
| Value of net assets at end of year (total assets less liabilities) | 2023-09-30 | $3,887,984 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-09-30 | $1,651,852 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-09-30 | $3,443,087 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-09-30 | $1,454,726 |
| Interest on participant loans | 2023-09-30 | $451 |
| Interest earned on other investments | 2023-09-30 | $8,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-09-30 | $433,453 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-09-30 | $181,061 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-09-30 | $249,339 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-09-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-09-30 | No |
| Contributions received in cash from employer | 2023-09-30 | $156,649 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-09-30 | $155,877 |
| Contract administrator fees | 2023-09-30 | $41,315 |
| Did the plan have assets held for investment | 2023-09-30 | 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 | 2023-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-09-30 | Unqualified |
| Accountancy firm name | 2023-09-30 | SCHWARTZ PLATZ & ASSOCIATES, CPA |
| Accountancy firm EIN | 2023-09-30 | 680263780 |
| 2022 : COMMUNITY RESOURCE PROJECT, INC. 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-10-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-01 | $0 |
| Total income from all sources (including contributions) | 2022-10-01 | $2,433,324 |
| Total loss/gain on sale of assets | 2022-10-01 | $0 |
| Total of all expenses incurred | 2022-10-01 | $197,192 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-01 | $155,877 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-10-01 | $2,174,544 |
| Value of total assets at end of year | 2022-10-01 | $3,887,984 |
| Value of total assets at beginning of year | 2022-10-01 | $1,651,852 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-01 | $41,315 |
| Total interest from all sources | 2022-10-01 | $9,441 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-10-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-01 | No |
| Was this plan covered by a fidelity bond | 2022-10-01 | Yes |
| Value of fidelity bond cover | 2022-10-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-10-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-10-01 | No |
| Contributions received from participants | 2022-10-01 | $233,522 |
| Participant contributions at end of year | 2022-10-01 | $11,443 |
| Participant contributions at beginning of year | 2022-10-01 | $16,064 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-10-01 | $1,784,373 |
| Total non interest bearing cash at end of year | 2022-10-01 | $1 |
| Total non interest bearing cash at beginning of year | 2022-10-01 | $1 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-01 | No |
| Value of net income/loss | 2022-10-01 | $2,236,132 |
| Value of net assets at end of year (total assets less liabilities) | 2022-10-01 | $3,887,984 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-10-01 | $1,651,852 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-10-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-10-01 | $3,443,087 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-10-01 | $1,454,726 |
| Interest on participant loans | 2022-10-01 | $451 |
| Interest earned on other investments | 2022-10-01 | $8,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-10-01 | $433,453 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-10-01 | $181,061 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-10-01 | $249,339 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-10-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-10-01 | No |
| Contributions received in cash from employer | 2022-10-01 | $156,649 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-01 | $155,877 |
| Contract administrator fees | 2022-10-01 | $41,315 |
| Did the plan have assets held for investment | 2022-10-01 | 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 | 2022-10-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-10-01 | 1 |
| Accountancy firm name | 2022-10-01 | SCHWARTZ PLATZ & ASSOCIATES, CPA |
| Accountancy firm EIN | 2022-10-01 | 680263780 |
| Total unrealized appreciation/depreciation of assets | 2022-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
| Total income from all sources (including contributions) | 2022-09-30 | $-54,430 |
| Total loss/gain on sale of assets | 2022-09-30 | $0 |
| Total of all expenses incurred | 2022-09-30 | $153,316 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $123,750 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $240,598 |
| Value of total assets at end of year | 2022-09-30 | $1,651,852 |
| Value of total assets at beginning of year | 2022-09-30 | $1,859,598 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $29,566 |
| Total interest from all sources | 2022-09-30 | $5,323 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
| Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
| Value of fidelity bond cover | 2022-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
| Contributions received from participants | 2022-09-30 | $206,903 |
| Participant contributions at end of year | 2022-09-30 | $16,064 |
| Participant contributions at beginning of year | 2022-09-30 | $18,807 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-09-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-09-30 | $22,409 |
| Total non interest bearing cash at end of year | 2022-09-30 | $1 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
| Value of net income/loss | 2022-09-30 | $-207,746 |
| Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $1,651,852 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $1,859,598 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $1,454,726 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $1,599,006 |
| Interest on participant loans | 2022-09-30 | $569 |
| Interest earned on other investments | 2022-09-30 | $4,754 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-09-30 | $181,061 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-09-30 | $241,785 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-300,351 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
| Contributions received in cash from employer | 2022-09-30 | $11,286 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $123,750 |
| Contract administrator fees | 2022-09-30 | $29,566 |
| Did the plan have assets held for investment | 2022-09-30 | 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 | 2022-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Disclaimer |
| Accountancy firm name | 2022-09-30 | SCHWARTZ PLATZ & ASSOCIATES, CPA |
| Accountancy firm EIN | 2022-09-30 | 680263780 |
| 2021 : COMMUNITY RESOURCE PROJECT, INC. 403(B) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
| Total income from all sources (including contributions) | 2021-09-30 | $464,896 |
| Total loss/gain on sale of assets | 2021-09-30 | $0 |
| Total of all expenses incurred | 2021-09-30 | $250,034 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $222,877 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $153,584 |
| Value of total assets at end of year | 2021-09-30 | $1,859,598 |
| Value of total assets at beginning of year | 2021-09-30 | $1,644,736 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $27,157 |
| Total interest from all sources | 2021-09-30 | $5,461 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
| Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
| Value of fidelity bond cover | 2021-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
| Contributions received from participants | 2021-09-30 | $153,584 |
| Participant contributions at end of year | 2021-09-30 | $18,807 |
| Participant contributions at beginning of year | 2021-09-30 | $5,666 |
| Assets. Other investments not covered elsewhere at end of year | 2021-09-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-09-30 | $32,243 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
| Value of net income/loss | 2021-09-30 | $214,862 |
| Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $1,859,598 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $1,644,736 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $1,599,006 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $1,419,291 |
| Interest on participant loans | 2021-09-30 | $681 |
| Interest earned on other investments | 2021-09-30 | $4,780 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-09-30 | $241,785 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-09-30 | $187,536 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $305,851 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $222,877 |
| Contract administrator fees | 2021-09-30 | $27,157 |
| Did the plan have assets held for investment | 2021-09-30 | 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 | 2021-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Disclaimer |
| Accountancy firm name | 2021-09-30 | SCHWARTZ PLATZ & ASSOCIATES, CPA |
| Accountancy firm EIN | 2021-09-30 | 680263780 |
| 2020 : COMMUNITY RESOURCE PROJECT, INC. 403(B) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $0 |
| Total income from all sources (including contributions) | 2020-09-30 | $268,877 |
| Total loss/gain on sale of assets | 2020-09-30 | $0 |
| Total of all expenses incurred | 2020-09-30 | $90,623 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $67,079 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $124,434 |
| Value of total assets at end of year | 2020-09-30 | $1,644,736 |
| Value of total assets at beginning of year | 2020-09-30 | $1,466,482 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $23,544 |
| Total interest from all sources | 2020-09-30 | $35,472 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $33,799 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-09-30 | $33,799 |
| Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
| Value of fidelity bond cover | 2020-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
| Contributions received from participants | 2020-09-30 | $124,434 |
| Participant contributions at end of year | 2020-09-30 | $5,666 |
| Participant contributions at beginning of year | 2020-09-30 | $12,875 |
| Assets. Other investments not covered elsewhere at end of year | 2020-09-30 | $32,243 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-09-30 | $64,981 |
| Total non interest bearing cash at beginning of year | 2020-09-30 | $3 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
| Value of net income/loss | 2020-09-30 | $178,254 |
| Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $1,644,736 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $1,466,482 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $1,419,291 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $1,223,606 |
| Interest on participant loans | 2020-09-30 | $454 |
| Interest earned on other investments | 2020-09-30 | $35,018 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-09-30 | $187,536 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-09-30 | $165,017 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $75,172 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $67,079 |
| Contract administrator fees | 2020-09-30 | $23,544 |
| Did the plan have assets held for investment | 2020-09-30 | 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 | 2020-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Disclaimer |
| Accountancy firm name | 2020-09-30 | SCHWARTZ PLATZ & ASSOCIATES, CPA |
| Accountancy firm EIN | 2020-09-30 | 680263780 |
