401k Plan data: RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION plan

RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION 401k Plan overview

Plan Name	RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION
Plan identification number	002

RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

RESEARCH FOR ACTION, INC. has sponsored the creation of one or more 401k plans.

Company Name: RESEARCH FOR ACTION, INC.

Employer identification number (EIN): 232710950

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about RESEARCH FOR ACTION, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1992-02-07

Company Identification Number: C1522184

Legal Registered Office Address: 13252 Glasgow Ct

Saratoga
United States of America (USA)
95070

More information about RESEARCH FOR ACTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 JUDY ADAMSON 2014-10-07
002 2012-01-01 JUDY ADAMSON 2013-10-10
002 2011-01-01 JUDY ADAMSON
002 2009-01-01 SHARON SHALLOW
002 2009-01-01 SHARON SHALLOW
002 2009-01-01 SHARON SHALLOW
002 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2013-01-01	JUDY ADAMSON	2014-10-07
002	2012-01-01	JUDY ADAMSON	2013-10-10
002	2011-01-01	JUDY ADAMSON
002	2009-01-01	SHARON SHALLOW
002	2009-01-01	SHARON SHALLOW
002	2009-01-01	SHARON SHALLOW
002	2009-01-01

Plan Statistics for RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION

401k plan membership statisitcs for RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION

Measure Date Value
2011: RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 17
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Total of all active and inactive participants 2009-01-01 8
Total participants 2009-01-01 8

Measure	Date	Value
2011: RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	17
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Total of all active and inactive participants	2009-01-01	8
Total participants	2009-01-01	8

Financial Data on RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION

Measure	Date	Value
2011 : RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION 2011 401k financial data
Total income from all sources	2011-12-31	$68,905
Expenses. Total of all expenses incurred	2011-12-31	$15,777
Benefits paid (including direct rollovers)	2011-12-31	$15,777
Total plan assets at end of year	2011-12-31	$399,657
Total plan assets at beginning of year	2011-12-31	$346,529
Total contributions received or receivable from participants	2011-12-31	$32,619
Other income received	2011-12-31	$9,377
Net income (gross income less expenses)	2011-12-31	$53,128
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$399,657
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$346,529
Total contributions received or receivable from employer(s)	2011-12-31	$26,909
2010 : RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION 2010 401k financial data
Total income from all sources	2010-12-31	$66,871
Expenses. Total of all expenses incurred	2010-12-31	$33,415
Benefits paid (including direct rollovers)	2010-12-31	$33,415
Total plan assets at end of year	2010-12-31	$346,529
Total plan assets at beginning of year	2010-12-31	$313,072
Total contributions received or receivable from participants	2010-12-31	$27,368
Other income received	2010-12-31	$16,026
Net income (gross income less expenses)	2010-12-31	$33,456
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$346,529
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$313,072
Total contributions received or receivable from employer(s)	2010-12-31	$23,477

Form 5500 Responses for RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION

2011: RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RESEARCH FOR ACTION EMPLOYEE RETIREMENT PLAN 403(B) DEFERRED CONTRIBUTION 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386781

Policy instance

Insurance contract or identification number	386781
Number of Individuals Covered	17
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386781

Policy instance

Insurance contract or identification number	386781
Number of Individuals Covered	15
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	RESEARCH FOR ACTION, INC.
Employer identification number (EIN):	232710950
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1992-02-07
Company Identification Number:	C1522184
Legal Registered Office Address:	13252 Glasgow Ct Saratoga United States of America (USA) 95070