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OPINION RESEARCH CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameOPINION RESEARCH CORPORATION RETIREMENT PLAN
Plan identification number 001

OPINION RESEARCH CORPORATION RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORC INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORC INTERNATIONAL, INC.
Employer identification number (EIN):223118960
NAIC Classification:541910
NAIC Description:Marketing Research and Public Opinion Polling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPINION RESEARCH CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01VASHTI CHATMAN VASHTI CHATMAN2018-01-22
0012016-01-01VASHTI CHATMAN VASHTI CHATMAN2017-10-16
0012015-01-01THOMAS MCGILLIS THOMAS MCGILLIS2016-10-12
0012014-01-01THOMAS MCGILLIS THOMAS MCGILLIS2015-10-15
0012013-01-01THOMAS MCGILLIS THOMAS MCGILLIS2014-10-14
0012012-01-01THOMAS MCGILLIS THOMAS MCGILLIS2013-10-15
0012011-07-01EILEEN FORMANES EILEEN FORMANES2012-07-19
0012010-01-01GEORGE SMITH
0012009-01-01ALAN HECKART

Plan Statistics for OPINION RESEARCH CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for OPINION RESEARCH CORPORATION RETIREMENT PLAN

Measure Date Value
2017: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01782
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01704
Total number of active participants reported on line 7a of the Form 55002016-01-01742
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01781
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01725
Total number of active participants reported on line 7a of the Form 55002015-01-01624
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01698
Number of participants with account balances2015-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0163
2014: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01628
Total number of active participants reported on line 7a of the Form 55002014-01-01653
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01756
Number of participants with account balances2014-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01554
Total number of active participants reported on line 7a of the Form 55002013-01-01663
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01708
Number of participants with account balances2013-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01173
2012: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01645
Total number of active participants reported on line 7a of the Form 55002012-01-01769
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01794
Number of participants with account balances2012-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01437
Total number of active participants reported on line 7a of the Form 55002011-07-01459
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-018
Total of all active and inactive participants2011-07-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01467
Number of participants with account balances2011-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01354
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-010
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01398
Total number of active participants reported on line 7a of the Form 55002009-01-01181
Number of other retired or separated participants entitled to future benefits2009-01-01173
Total of all active and inactive participants2009-01-01354
Total participants2009-01-01354
Number of participants with account balances2009-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on OPINION RESEARCH CORPORATION RETIREMENT PLAN

Measure Date Value
2017 : OPINION RESEARCH CORPORATION RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-05-16$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-16$0
Total unrealized appreciation/depreciation of assets2017-05-16$0
Total transfer of assets to this plan2017-05-16$0
Total transfer of assets from this plan2017-05-16$1,443,754
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-16$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-16$0
Total income from all sources (including contributions)2017-05-16$-96,562
Total loss/gain on sale of assets2017-05-16$0
Total of all expenses incurred2017-05-16$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-16$0
Value of total corrective distributions2017-05-16$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-16$0
Value of total assets at end of year2017-05-16$0
Value of total assets at beginning of year2017-05-16$1,540,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-16$0
Total income from rents2017-05-16$0
Total interest from all sources2017-05-16$8,272
Total dividends received (eg from common stock, registered investment company shares)2017-05-16$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-16No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-16$0
Administrative expenses professional fees incurred2017-05-16$0
Was this plan covered by a fidelity bond2017-05-16Yes
Value of fidelity bond cover2017-05-16$1,000,000
If this is an individual account plan, was there a blackout period2017-05-16Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-05-16$0
Were there any nonexempt tranactions with any party-in-interest2017-05-16No
Amount of non-exempt transactions with any party-in-interest2017-05-16$0
Contributions received from participants2017-05-16$0
Participant contributions at end of year2017-05-16$0
Participant contributions at beginning of year2017-05-16$0
Income. Received or receivable in cash from other sources (including rollovers)2017-05-16$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-05-16$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-16$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-16$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-16$0
Other income not declared elsewhere2017-05-16$-104,834
Administrative expenses (other) incurred2017-05-16$0
Liabilities. Value of operating payables at beginning of year2017-05-16$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-16No
Value of net income/loss2017-05-16$-96,562
Value of net assets at end of year (total assets less liabilities)2017-05-16$0
Value of net assets at beginning of year (total assets less liabilities)2017-05-16$1,540,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-16No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-16No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-05-16$0
Were any leases to which the plan was party in default or uncollectible2017-05-16No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-05-16$0
Investment advisory and management fees2017-05-16$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-16$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-16$0
Value of interest in pooled separate accounts at end of year2017-05-16$0
Value of interest in pooled separate accounts at beginning of year2017-05-16$0
Income. Interest from loans (other than to participants)2017-05-16$0
Interest earned on other investments2017-05-16$8,272
Income. Interest from US Government securities2017-05-16$0
Income. Interest from corporate debt instruments2017-05-16$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-16$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-16$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-16$1,540,316
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-16$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-16$0
Net investment gain/loss from pooled separate accounts2017-05-16$0
Net investment gain or loss from common/collective trusts2017-05-16$0
Net gain/loss from 103.12 investment entities2017-05-16$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-16No
Was there a failure to transmit to the plan any participant contributions2017-05-16Yes
Has the plan failed to provide any benefit when due under the plan2017-05-16No
Contributions received in cash from employer2017-05-16$0
Employer contributions (assets) at end of year2017-05-16$0
Employer contributions (assets) at beginning of year2017-05-16$0
Income. Dividends from preferred stock2017-05-16$0
Income. Dividends from common stock2017-05-16$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-16$0
Contract administrator fees2017-05-16$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-16Yes
Liabilities. Value of benefit claims payable at beginning of year2017-05-16$0
Did the plan have assets held for investment2017-05-16No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-16No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-16Yes
Aggregate proceeds on sale of assets2017-05-16$0
Aggregate carrying amount (costs) on sale of assets2017-05-16$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-05-16$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-16Yes
Opinion of an independent qualified public accountant for this plan2017-05-16Disclaimer
Accountancy firm name2017-05-16WITHUM SMITH BROWN PC
Accountancy firm EIN2017-05-16222027092
2016 : OPINION RESEARCH CORPORATION RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$25,160,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,019,327
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,907,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,855,221
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,572,034
Value of total assets at end of year2016-12-31$1,540,316
Value of total assets at beginning of year2016-12-31$26,588,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$52,398
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$4,415
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$202,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$202,595
Administrative expenses professional fees incurred2016-12-31$7,490
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$1,287,096
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$231,968
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$73,926
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$284,938
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-57
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$111,708
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,540,316
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,588,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$36,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,372,031
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,373,055
Interest on participant loans2016-12-31$4,415
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,540,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,823,092
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$889,291
Net investment gain/loss from pooled separate accounts2016-12-31$351,049
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$714,749
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,855,220
Contract administrator fees2016-12-31$8,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUM SMITH BROWN PC
Accountancy firm EIN2016-12-31222027092
2015 : OPINION RESEARCH CORPORATION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,357,712
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,267,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,023,191
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$154,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,228,862
Value of total assets at end of year2015-12-31$26,588,821
Value of total assets at beginning of year2015-12-31$27,498,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$89,756
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$42,441
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$228,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$228,500
Administrative expenses professional fees incurred2015-12-31$19,491
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$2,240,740
Participant contributions at end of year2015-12-31$231,968
Participant contributions at beginning of year2015-12-31$144,085
Participant contributions at end of year2015-12-31$73,926
Participant contributions at beginning of year2015-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$273,373
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$86
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-909,494
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,588,821
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,498,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$57,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,372,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,839,913
Value of interest in pooled separate accounts at end of year2015-12-31$4,373,055
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,766,611
Interest on participant loans2015-12-31$7,489
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$34,952
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,823,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,144,888
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-161,180
Net investment gain/loss from pooled separate accounts2015-12-31$19,003
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$714,749
Employer contributions (assets) at end of year2015-12-31$714,749
Employer contributions (assets) at beginning of year2015-12-31$602,793
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,023,191
Contract administrator fees2015-12-31$12,812
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WITHUMSMITH&BROWN, PC
Accountancy firm EIN2015-12-31222027092
2014 : OPINION RESEARCH CORPORATION RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,296,299
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,516,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,380,775
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$82,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,939,333
Value of total assets at end of year2014-12-31$27,498,315
Value of total assets at beginning of year2014-12-31$26,718,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,698
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$49,464
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$193,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$193,617
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,891,009
Participant contributions at end of year2014-12-31$144,085
Participant contributions at beginning of year2014-12-31$223,833
Participant contributions at end of year2014-12-31$25
Participant contributions at beginning of year2014-12-31$29,021
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$445,531
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$120
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$780,160
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,498,315
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,718,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$47,235
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,839,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,501,536
Value of interest in pooled separate accounts at end of year2014-12-31$4,766,611
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,864,831
Interest on participant loans2014-12-31$7,097
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$42,367
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,144,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,594,505
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$606,883
Net investment gain/loss from pooled separate accounts2014-12-31$507,002
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$602,793
Employer contributions (assets) at end of year2014-12-31$602,793
Employer contributions (assets) at beginning of year2014-12-31$504,429
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,380,655
Contract administrator fees2014-12-31$5,463
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WITHUMSMITH&BROWN, PC
Accountancy firm EIN2014-12-31222027092
2013 : OPINION RESEARCH CORPORATION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$63,887
Total income from all sources (including contributions)2013-12-31$9,735,689
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,552,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,550,143
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,083,755
Value of total assets at end of year2013-12-31$26,718,155
Value of total assets at beginning of year2013-12-31$19,598,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,332
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$51,057
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$176,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$176,558
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,920,210
Participant contributions at end of year2013-12-31$223,833
Participant contributions at beginning of year2013-12-31$238,860
Participant contributions at end of year2013-12-31$29,021
Participant contributions at beginning of year2013-12-31$45,185
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,659,116
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$7,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$63,887
Other income not declared elsewhere2013-12-31$9
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,183,214
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,718,155
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,534,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,501,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,108,620
Value of interest in pooled separate accounts at end of year2013-12-31$3,864,831
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,443,281
Interest on participant loans2013-12-31$10,370
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$40,687
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,594,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,385,369
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,547,905
Net investment gain/loss from pooled separate accounts2013-12-31$876,405
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$504,429
Employer contributions (assets) at end of year2013-12-31$504,429
Employer contributions (assets) at beginning of year2013-12-31$377,513
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,542,883
Contract administrator fees2013-12-31$2,332
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WITHUMSMITH&BROWN, PC
Accountancy firm EIN2013-12-31222027092
2012 : OPINION RESEARCH CORPORATION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$51,324
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$63,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,658,493
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,080,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,999,121
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$38,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,268,007
Value of total assets at end of year2012-12-31$19,598,828
Value of total assets at beginning of year2012-12-31$17,905,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,879
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$61,339
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$177,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$177,500
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,445,564
Participant contributions at end of year2012-12-31$238,860
Participant contributions at beginning of year2012-12-31$243,094
Participant contributions at end of year2012-12-31$45,185
Participant contributions at beginning of year2012-12-31$42,647
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,251
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$63,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,577,939
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,534,941
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,905,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$20,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,108,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,199,594
Value of interest in pooled separate accounts at end of year2012-12-31$2,443,281
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,285,199
Interest on participant loans2012-12-31$10,292
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$51,047
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,385,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,135,144
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,801,614
Net investment gain/loss from pooled separate accounts2012-12-31$350,033
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$819,192
Employer contributions (assets) at end of year2012-12-31$377,513
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,999,121
Contract administrator fees2012-12-31$21,901
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MERCADIEN
Accountancy firm EIN2012-12-31223271712
2011 : OPINION RESEARCH CORPORATION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$19,166,872
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-936,393
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$324,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$307,892
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$830,991
Value of total assets at end of year2011-12-31$17,905,678
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,909
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$30,386
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$112,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$112,664
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31No
Value of fidelity bond cover2011-12-31$0
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$670,743
Participant contributions at end of year2011-12-31$243,094
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$42,647
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$160,248
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,261,194
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,905,678
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$15,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,199,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$2,285,199
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$6,424
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$23,962
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,135,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,759,044
Net investment gain/loss from pooled separate accounts2011-12-31$-151,390
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$307,892
Contract administrator fees2011-12-31$1,007
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
2010 : OPINION RESEARCH CORPORATION RETIREMENT PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$12,642,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,822
Total income from all sources (including contributions)2010-12-31$2,368,910
Total loss/gain on sale of assets2010-12-31$580,202
Total of all expenses incurred2010-12-31$2,624,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,581,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,002,094
Value of total assets at end of year2010-12-31$0
Value of total assets at beginning of year2010-12-31$12,933,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,574
Total interest from all sources2010-12-31$11,543
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$93,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$93,681
Administrative expenses professional fees incurred2010-12-31$40,718
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$683,390
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$253,235
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$300
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$79,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$27,997
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-255,326
Value of net assets at end of year (total assets less liabilities)2010-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,897,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,665,838
Interest on participant loans2010-12-31$11,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,014,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,014,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$681,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$239,471
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$76
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,581,662
Contract administrator fees2010-12-31$1,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$7,775
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31Yes
Aggregate proceeds on sale of assets2010-12-31$16,874,994
Aggregate carrying amount (costs) on sale of assets2010-12-31$16,294,792
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for OPINION RESEARCH CORPORATION RETIREMENT PLAN

2017: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OPINION RESEARCH CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-05-16
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number457465
Policy instance 2
Insurance contract or identification number457465
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-05-16
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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