CLINICAL RESEARCH INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ACCEL CLINICAL RESEARCH SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2024 : ACCEL CLINICAL RESEARCH SAVINGS PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 315866 |
| Net assets as of the end of the plan year | 2024-10-11 | 2195870 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 1771220 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 296122 |
| Value of participant loans at end of plan year | 2024-10-11 | 4654 |
| Other contributions to plan in this plan year | 2024-10-11 | 1364 |
| Other income to plan in this plan year | 2024-10-11 | 299442 |
| Plan net income in this plan year | 2024-10-11 | 424650 |
| Net assets as of the end of the plan year | 2024-10-11 | 2195870 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 1771220 |
| Employer contributions to plan in this plan year | 2024-10-11 | 143588 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 3741 |
| 2022 : ACCEL CLINICAL RESEARCH SAVINGS 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 | $112,050 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $145,456 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $143,076 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $438,742 |
| Value of total assets at end of year | 2022-12-31 | $1,771,220 |
| Value of total assets at beginning of year | 2022-12-31 | $1,804,626 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,380 |
| Total interest from all sources | 2022-12-31 | $628 |
| 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 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| 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 |
| Contributions received from participants | 2022-12-31 | $298,381 |
| Participant contributions at end of year | 2022-12-31 | $3,762 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $6,599 |
| 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 | $-33,406 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,771,220 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,804,626 |
| 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 pooled separate accounts at end of year | 2022-12-31 | $1,695,303 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,762,887 |
| Interest on participant loans | 2022-12-31 | $88 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $540 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $72,155 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $41,739 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-327,320 |
| 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 | $133,762 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $143,076 |
| Contract administrator fees | 2022-12-31 | $2,380 |
| 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 | JMM CPA |
| Accountancy firm EIN | 2022-12-31 | 472940358 |
| Total expenses incurred by plan in this plan year | 2022-05-02 | 71810 |
| Net assets as of the end of the plan year | 2022-05-02 | 1804626 |
| Total assets as of the beginning of the plan year | 2022-05-02 | 1238509 |
| Value of plan covered by a fidelity bond | 2022-05-02 | 1000000 |
| Participant contributions to plan in this plan year | 2022-05-02 | 288999 |
| Other income to plan in this plan year | 2022-05-02 | 223745 |
| Plan net income in this plan year | 2022-05-02 | 566117 |
| Net assets as of the end of the plan year | 2022-05-02 | 1804626 |
| Net assets as of the beginning of the plan year | 2022-05-02 | 1238509 |
| Employer contributions to plan in this plan year | 2022-05-02 | 125183 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-02 | 1198 |
| 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 | $112,050 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $145,456 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $143,076 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $438,742 |
| Value of total assets at end of year | 2022-01-01 | $1,771,220 |
| Value of total assets at beginning of year | 2022-01-01 | $1,804,626 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,380 |
| Total interest from all sources | 2022-01-01 | $628 |
| 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 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| 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 |
| Contributions received from participants | 2022-01-01 | $298,381 |
| Participant contributions at end of year | 2022-01-01 | $3,762 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $6,599 |
| 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 | $-33,406 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,771,220 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,804,626 |
| 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 pooled separate accounts at end of year | 2022-01-01 | $1,695,303 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $1,762,887 |
| Interest on participant loans | 2022-01-01 | $88 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $540 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $72,155 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $41,739 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-327,320 |
| 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 | $133,762 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $143,076 |
| Contract administrator fees | 2022-01-01 | $2,380 |
| 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 | JMM CPA |
| Accountancy firm EIN | 2022-01-01 | 472940358 |
