401k Plan data: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN plan

CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN
Plan identification number	001

CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) 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.
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.
Plan covering Self-Employed individuals.
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

CLEVELAND RESEARCH COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: CLEVELAND RESEARCH COMPANY, LLC

Employer identification number (EIN): 204642986

NAIC Classification: 523900

Additional information about CLEVELAND RESEARCH COMPANY, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2006-03-24

Company Identification Number: 1611181

Legal Registered Office Address: 75 EAST MARKET STREET
-
AKRON
United States of America (USA)
44308

More information about CLEVELAND RESEARCH COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KIMBERLY HUTCHINS 2023-10-10
001 2021-01-01 KIMBERLY HUTCHINS 2022-10-10
001 2020-01-01 KIMBERLY HUTCHINS 2021-08-23
001 2019-01-01 KIMBERLY HUTCHINS 2020-10-11
001 2018-01-01 KIMBERLY HUTCHINS 2019-09-24
001 2017-01-01
001 2016-01-01 KIMBERLY HUTCHINS 2017-07-18
001 2015-01-01 KIMBERLY HUTCHINS 2016-07-25
001 2014-01-01 KIMBERLY HUTCHINS 2015-06-24
001 2013-01-01 KIMBERLY HUTCHINS 2014-06-27
001 2012-01-01 KIMBERLY HUTCHINS 2013-06-10
001 2011-01-01 KIMBERLY HUTCHINS 2012-05-29
001 2010-01-01 KIMBERLY HUTCHINS 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KIMBERLY HUTCHINS	2023-10-10
001	2021-01-01	KIMBERLY HUTCHINS	2022-10-10
001	2020-01-01	KIMBERLY HUTCHINS	2021-08-23
001	2019-01-01	KIMBERLY HUTCHINS	2020-10-11
001	2018-01-01	KIMBERLY HUTCHINS	2019-09-24
001	2017-01-01
001	2016-01-01	KIMBERLY HUTCHINS	2017-07-18
001	2015-01-01	KIMBERLY HUTCHINS	2016-07-25
001	2014-01-01	KIMBERLY HUTCHINS	2015-06-24
001	2013-01-01	KIMBERLY HUTCHINS	2014-06-27
001	2012-01-01	KIMBERLY HUTCHINS	2013-06-10
001	2011-01-01	KIMBERLY HUTCHINS	2012-05-29
001	2010-01-01	KIMBERLY HUTCHINS	2011-07-06

Plan Statistics for CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 105
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 129
Number of participants with account balances 2022-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 110
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 20
Total of all active and inactive participants 2021-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 130
Number of participants with account balances 2021-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 106
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 117
Number of participants with account balances 2020-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 104
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 117
Number of participants with account balances 2019-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 101
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 114
Number of participants with account balances 2018-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	105
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	129
Number of participants with account balances	2022-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	110
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	20
Total of all active and inactive participants	2021-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	130
Number of participants with account balances	2021-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	106
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	117
Number of participants with account balances	2020-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	104
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	117
Number of participants with account balances	2019-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	101
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	114
Number of participants with account balances	2018-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2022 : CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) 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	$-2,080,724
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,091,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,035,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,714,890
Value of total assets at end of year	2022-12-31	$18,223,486
Value of total assets at beginning of year	2022-12-31	$21,396,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$56,385
Total interest from all sources	2022-12-31	$26,065
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	$500,000
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	$1,333,412
Participant contributions at end of year	2022-12-31	$117,296
Participant contributions at beginning of year	2022-12-31	$86,718
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$65,070
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	$-3,172,572
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,223,486
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,396,058
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,078,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,389,288
Interest on participant loans	2022-12-31	$4,931
Interest earned on other investments	2022-12-31	$21,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,027,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$920,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,821,679
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	$316,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,035,463
Contract administrator fees	2022-12-31	$56,385
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	DEMARCO SCIACOTTA WILKENS & DUNLEA
Accountancy firm EIN	2022-12-31	271170185
2021 : CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,564,159
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$892,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$834,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,693,030
Value of total assets at end of year	2021-12-31	$21,396,058
Value of total assets at beginning of year	2021-12-31	$17,724,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$58,180
Total interest from all sources	2021-12-31	$23,414
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,279,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,279,703
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,213,576
Participant contributions at end of year	2021-12-31	$86,718
Participant contributions at beginning of year	2021-12-31	$15,994
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$170,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,671,485
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,396,058
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,724,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,389,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$16,584,399
Interest on participant loans	2021-12-31	$4,010
Interest earned on other investments	2021-12-31	$19,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$920,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,124,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,568,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$308,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$834,494
Contract administrator fees	2021-12-31	$58,180
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN	2021-12-31	271170185
2020 : CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,194,734
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$659,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$611,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,580,162
Value of total assets at end of year	2020-12-31	$17,724,573
Value of total assets at beginning of year	2020-12-31	$14,189,362
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$48,185
Total interest from all sources	2020-12-31	$31,386
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,139,479
Participant contributions at end of year	2020-12-31	$15,994
Participant contributions at beginning of year	2020-12-31	$20,392
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$136,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,535,211
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$17,724,573
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,189,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$16,584,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,760,859
Interest on participant loans	2020-12-31	$1,149
Interest earned on other investments	2020-12-31	$30,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,124,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,408,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,583,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$304,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$611,338
Contract administrator fees	2020-12-31	$48,185
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN	2020-12-31	271170185
2019 : CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,047,324
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,125,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,075,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,377,514
Value of total assets at end of year	2019-12-31	$14,189,362
Value of total assets at beginning of year	2019-12-31	$11,267,456
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$49,470
Total interest from all sources	2019-12-31	$32,334
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$310,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$310,045
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,077,008
Participant contributions at end of year	2019-12-31	$20,392
Participant contributions at beginning of year	2019-12-31	$57,124
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,921,906
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,189,362
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,267,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,760,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,151,555
Interest on participant loans	2019-12-31	$3,932
Interest earned on other investments	2019-12-31	$28,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,408,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,058,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,327,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$297,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,075,948
Contract administrator fees	2019-12-31	$49,470
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN	2019-12-31	271170185
2018 : CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$818,383
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,464,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,420,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,448,773
Value of total assets at end of year	2018-12-31	$11,267,456
Value of total assets at beginning of year	2018-12-31	$12,913,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$44,432
Total interest from all sources	2018-12-31	$33,111
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$535,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$535,055
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,005,145
Participant contributions at end of year	2018-12-31	$57,124
Participant contributions at beginning of year	2018-12-31	$18,516
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$171,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,646,075
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,267,456
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,913,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,151,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,147,447
Interest on participant loans	2018-12-31	$3,082
Interest earned on other investments	2018-12-31	$30,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,058,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$747,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,198,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$272,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,420,026
Contract administrator fees	2018-12-31	$44,432
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN	2018-12-31	271170185

Form 5500 Responses for CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN

2022: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

802924

Policy instance

Insurance contract or identification number	802924
Number of Individuals Covered	129
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

802924

Policy instance

Insurance contract or identification number	802924
Number of Individuals Covered	130
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

802924

Policy instance

Insurance contract or identification number	802924
Number of Individuals Covered	117
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

802924

Policy instance

Insurance contract or identification number	802924
Number of Individuals Covered	117
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

802924

Policy instance

Insurance contract or identification number	802924
Number of Individuals Covered	109
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CLEVELAND RESEARCH COMPANY, LLC
Employer identification number (EIN):	204642986
NAIC Classification:	523900

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2006-03-24
Company Identification Number:	1611181
Legal Registered Office Address:	75 EAST MARKET STREET - AKRON United States of America (USA) 44308