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CRITERIA FOR SUCCESS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCRITERIA FOR SUCCESS 401(K) PROFIT SHARING PLAN
Plan identification number 001

CRITERIA FOR SUCCESS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CRITERIA FOR SUCCESS has sponsored the creation of one or more 401k plans.

Company Name:CRITERIA FOR SUCCESS
Employer identification number (EIN):201250204
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRITERIA FOR SUCCESS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELIZABETH FREDERICK2024-10-16
0012022-01-01ELIZABETH FREDERICK2023-06-15
0012021-01-01ELIZABETH FREDERICK2022-07-14
0012020-01-01ELIZABETH FREDERICK2021-08-23
0012019-01-01ELIZABETH FREDERICK2020-06-17
0012018-01-01CHARLES BERNARD2019-05-31
0012017-01-01CHARLES BERNARD2018-06-14
0012016-01-01CHARLES BERNARD2017-04-13
0012015-01-01CHARLES BERNARD2016-02-17
0012014-01-01CHARLES BERNARD2015-04-17
0012013-01-01CHARLES BERNARD2014-05-22
0012012-01-01ELIZABETH FREDERICK2013-07-19
0012011-01-01ELIZABETH FREDERICK2012-10-09
0012010-01-01ELIZABETH FREDERICK2011-03-09

Financial Data on CRITERIA FOR SUCCESS 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : CRITERIA FOR SUCCESS 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-160
Total expenses incurred by plan in this plan year2024-10-164919
Net assets as of the end of the plan year2024-10-16532427
Total assets as of the beginning of the plan year2024-10-16440224
Value of plan covered by a fidelity bond2024-10-1640000
Participant contributions to plan in this plan year2024-10-1623400
Value of participant loans at end of plan year2024-10-1679488
Other income to plan in this plan year2024-10-1670397
Plan net income in this plan year2024-10-1692203
Net assets as of the end of the plan year2024-10-16532427
Net assets as of the beginning of the plan year2024-10-16440224
Employer contributions to plan in this plan year2024-10-163325
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-163006
2022 : CRITERIA FOR SUCCESS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-140
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-142538
Net assets as of the end of the plan year2022-07-14461057
Total assets as of the beginning of the plan year2022-07-14368501
Value of plan covered by a fidelity bond2022-07-1440000
Participant contributions to plan in this plan year2022-07-1426500
Value of participant loans at end of plan year2022-07-1444250
Other expenses paid from plan in this plan year2022-07-140
Other contributions to plan in this plan year2022-07-140
Other income to plan in this plan year2022-07-1464697
Plan net income in this plan year2022-07-1492556
Net assets as of the end of the plan year2022-07-14461057
Net assets as of the beginning of the plan year2022-07-14368501
Employer contributions to plan in this plan year2022-07-143897
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-142538

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