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CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN
Plan identification number 001

CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CRITICAL BUSINESS ANALYSIS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CRITICAL BUSINESS ANALYSIS, INC.
Employer identification number (EIN):341741826
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DONALD MONTELEONE2024-05-31
0012022-01-01DONALD MONTELEONE2023-03-22
0012021-01-01JOHN GORDON2022-01-18
0012020-01-01JOHN GORDON2021-02-24
0012018-01-01JOHN GORDON2019-05-01
0012017-01-01JOHN GORDON2018-07-27
0012016-01-01JOHN GORDON2017-07-24
0012015-01-01JOHN GORDON2016-07-21
0012013-01-01JOHN GORDON2014-10-13
0012012-12-15JOHN GORDON2013-09-04

Plan Statistics for CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN

Measure Date Value
2025: CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1518
Total number of particpants at end of year2025-07-1523
Number of Participants With Account Balances2025-07-1518
2024: CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-3120
Total number of particpants at end of year2024-05-3118
Number of Participants With Account Balances2024-05-3115
2022: CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN 2022 401k membership
Total number of particpants at beginning of year2022-01-1825
Total number of particpants at end of year2022-01-1820
Number of Participants With Account Balances2022-01-1816

Financial Data on CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-1562
Total expenses incurred by plan in this plan year2025-07-151960
Net assets as of the end of the plan year2025-07-152078022
Total assets as of the beginning of the plan year2025-07-151583408
Value of plan covered by a fidelity bond2025-07-15150000
Participant contributions to plan in this plan year2025-07-15131038
Other income to plan in this plan year2025-07-15323785
Plan net income in this plan year2025-07-15494552
Net assets as of the end of the plan year2025-07-152077960
Net assets as of the beginning of the plan year2025-07-151583408
Employer contributions to plan in this plan year2025-07-1541689
2024 : CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-315504
Net assets as of the end of the plan year2024-05-311583408
Total assets as of the beginning of the plan year2024-05-311142241
Value of plan covered by a fidelity bond2024-05-31150000
Participant contributions to plan in this plan year2024-05-31120246
Other income to plan in this plan year2024-05-31284185
Plan net income in this plan year2024-05-31441167
Net assets as of the end of the plan year2024-05-311583408
Net assets as of the beginning of the plan year2024-05-311142241
Employer contributions to plan in this plan year2024-05-3142240
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-31108
2022 : CRITICAL BUSINESS ANALYSIS RETIREMENT SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-01-18622958
Net assets as of the end of the plan year2022-01-181253154
Total assets as of the beginning of the plan year2022-01-181490881
Value of plan covered by a fidelity bond2022-01-18120000
Participant contributions to plan in this plan year2022-01-18114410
Other income to plan in this plan year2022-01-18227866
Plan net income in this plan year2022-01-18-237727
Net assets as of the end of the plan year2022-01-181253154
Net assets as of the beginning of the plan year2022-01-181490881
Employer contributions to plan in this plan year2022-01-1842955
Expensese paid to adminstrative service provicers from plan in this plan year2022-01-18301

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