401k Plan data: NUMERIC INVESTORS LLC PROFIT SHARING PLAN plan

NUMERIC INVESTORS LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	NUMERIC INVESTORS LLC PROFIT SHARING PLAN
Plan identification number	001

NUMERIC INVESTORS LLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NUMERIC INVESTORS LLC has sponsored the creation of one or more 401k plans.

Company Name: NUMERIC INVESTORS LLC

Employer identification number (EIN): 043068821

NAIC Classification: 523900

Additional information about NUMERIC INVESTORS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3756074

More information about NUMERIC INVESTORS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NUMERIC INVESTORS LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 RICHARD HANNA
001 2014-01-01 FIONA JENNINGS FIONA JENNINGS 2015-07-28
001 2013-01-01
001 2012-01-01 HARRY KALAJIAN HARRY KALAJIAN 2013-07-15
001 2011-01-01 HARRY KALAJIAN HARRY KALAJIAN 2012-05-29
001 2009-01-01 MICHAEL EVEN MICHAEL EVEN 2010-07-14
001 2009-01-01 MIKE EVEN MIKE EVEN 2011-08-25

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	RICHARD HANNA
001	2014-01-01	FIONA JENNINGS	FIONA JENNINGS	2015-07-28
001	2013-01-01
001	2012-01-01	HARRY KALAJIAN	HARRY KALAJIAN	2013-07-15
001	2011-01-01	HARRY KALAJIAN	HARRY KALAJIAN	2012-05-29
001	2009-01-01	MICHAEL EVEN	MICHAEL EVEN	2010-07-14
001	2009-01-01	MIKE EVEN	MIKE EVEN	2011-08-25

Plan Statistics for NUMERIC INVESTORS LLC PROFIT SHARING PLAN

401k plan membership statisitcs for NUMERIC INVESTORS LLC PROFIT SHARING PLAN

Measure Date Value
2015: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 81
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 114
Number of participants with account balances 2015-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 73
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 98
Number of participants with account balances 2014-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 74
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 85
Total participants 2013-01-01 85
Number of participants with account balances 2013-01-01 84
2012: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 66
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 80
Total participants 2012-01-01 80
Number of participants with account balances 2012-01-01 76
2011: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 64
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 74
Total participants 2011-01-01 74
Number of participants with account balances 2011-01-01 74
2009: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 64
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 76
Total participants 2009-01-01 76
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Number of participants with account balances 2009-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2015: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	81
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	114
Number of participants with account balances	2015-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	73
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	98
Number of participants with account balances	2014-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	74
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	85
Total participants	2013-01-01	85
Number of participants with account balances	2013-01-01	84
2012: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	66
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	80
Total participants	2012-01-01	80
Number of participants with account balances	2012-01-01	76
2011: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	64
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	74
Total participants	2011-01-01	74
Number of participants with account balances	2011-01-01	74
2009: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	64
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	76
Total participants	2009-01-01	76
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Number of participants with account balances	2009-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on NUMERIC INVESTORS LLC PROFIT SHARING PLAN

Measure	Date	Value
2015 : NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$132,488
Total plan liabilities at beginning of year	2015-12-31	$286,332
Total income from all sources	2015-12-31	$1,880,807
Expenses. Total of all expenses incurred	2015-12-31	$1,342,027
Benefits paid (including direct rollovers)	2015-12-31	$1,351,671
Total plan assets at end of year	2015-12-31	$30,428,691
Total plan assets at beginning of year	2015-12-31	$30,043,755
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$624,869
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-529,311
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$538,780
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$30,296,203
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$29,757,423
Assets. Value of participant loans	2015-12-31	$58,485
Assets. Value of employer securities	2015-12-31	$24,497
Total contributions received or receivable from employer(s)	2015-12-31	$1,785,249
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$-9,644
2014 : NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$286,332
Total plan liabilities at beginning of year	2014-12-31	$251,372
Total income from all sources	2014-12-31	$4,149,802
Expenses. Total of all expenses incurred	2014-12-31	$771,204
Benefits paid (including direct rollovers)	2014-12-31	$781,026
Total plan assets at end of year	2014-12-31	$30,043,755
Total plan assets at beginning of year	2014-12-31	$26,630,197
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$666,641
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$171,100
Other income received	2014-12-31	$1,350,967
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$3,378,598
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$29,757,423
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$26,378,825
Assets. Value of participant loans	2014-12-31	$22,652
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$60,352
Total contributions received or receivable from employer(s)	2014-12-31	$1,961,094
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$-9,822
2013 : NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$251,372
Total plan liabilities at beginning of year	2013-12-31	$3,749,467
Total income from all sources	2013-12-31	$6,052,516
Expenses. Total of all expenses incurred	2013-12-31	$1,936,836
Benefits paid (including direct rollovers)	2013-12-31	$1,936,836
Total plan assets at end of year	2013-12-31	$26,630,197
Total plan assets at beginning of year	2013-12-31	$26,012,612
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$621,080
Contributions received from other sources (not participants or employers)	2013-12-31	$11,030
Other income received	2013-12-31	$3,597,677
Net income (gross income less expenses)	2013-12-31	$4,115,680
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$26,378,825
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$22,263,145
Assets. Value of participant loans	2013-12-31	$51,781
Total contributions received or receivable from employer(s)	2013-12-31	$1,822,729
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$3,749,467
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$3,703,832
Expenses. Total of all expenses incurred	2012-12-31	$1,964,464
Benefits paid (including direct rollovers)	2012-12-31	$1,964,091
Total plan assets at end of year	2012-12-31	$26,012,612
Total plan assets at beginning of year	2012-12-31	$20,523,777
Total contributions received or receivable from participants	2012-12-31	$522,211
Contributions received from other sources (not participants or employers)	2012-12-31	$118,047
Other income received	2012-12-31	$2,319,061
Net income (gross income less expenses)	2012-12-31	$1,739,368
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$22,263,145
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$20,523,777
Assets. Value of participant loans	2012-12-31	$33,415
Total contributions received or receivable from employer(s)	2012-12-31	$744,513
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$373
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$311,579
Expenses. Total of all expenses incurred	2011-12-31	$430,084
Benefits paid (including direct rollovers)	2011-12-31	$428,851
Total plan assets at end of year	2011-12-31	$20,523,777
Total plan assets at beginning of year	2011-12-31	$20,642,282
Total contributions received or receivable from participants	2011-12-31	$431,347
Other income received	2011-12-31	$-892,464
Net income (gross income less expenses)	2011-12-31	$-118,505
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$20,523,777
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$20,642,282
Assets. Value of participant loans	2011-12-31	$43,007
Total contributions received or receivable from employer(s)	2011-12-31	$772,696
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,233
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$461,142
Total income from all sources	2010-12-31	$7,517,203
Expenses. Total of all expenses incurred	2010-12-31	$2,139,117
Benefits paid (including direct rollovers)	2010-12-31	$2,138,638
Total plan assets at end of year	2010-12-31	$20,662,282
Total plan assets at beginning of year	2010-12-31	$14,803,054
Value of fidelity bond covering the plan	2010-12-31	$5,000,000
Total contributions received or receivable from participants	2010-12-31	$155,859
Contributions received from other sources (not participants or employers)	2010-12-31	$1,117,052
Other income received	2010-12-31	$2,234,329
Net income (gross income less expenses)	2010-12-31	$5,378,086
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$20,662,282
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$14,803,054
Assets. Value of participant loans	2010-12-31	$20,000
Total contributions received or receivable from employer(s)	2010-12-31	$4,009,963
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$479
2009 : NUMERIC INVESTORS LLC PROFIT SHARING 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

Form 5500 Responses for NUMERIC INVESTORS LLC PROFIT SHARING PLAN

2015: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 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: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 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: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NUMERIC INVESTORS LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

Potentially related plans

NUMERIC INVESTORS LLC PROFIT SHARING PLAN [EIN = 980503332]

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Company Name:	NUMERIC INVESTORS LLC
Employer identification number (EIN):	043068821
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3756074