401k Plan data: CPR 401(K) PLAN plan

CPR 401(K) PLAN 401k Plan overview

Plan Name	CPR 401(K) PLAN
Plan identification number	001

CPR 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

CRISIS PREPARATION AND RECOVERY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CRISIS PREPARATION AND RECOVERY, INC.

Employer identification number (EIN): 421528589

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CPR 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
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 PETER SALAZAR PETER SALAZAR 2019-06-13
001 2017-01-01 PETER SALAZAR PETER SALAZAR 2018-06-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	PETER SALAZAR	PETER SALAZAR	2019-06-13
001	2017-01-01	PETER SALAZAR	PETER SALAZAR	2018-06-01

Plan Statistics for CPR 401(K) PLAN

401k plan membership statisitcs for CPR 401(K) PLAN

Measure Date Value
2022: CPR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 261
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 111
Total of all active and inactive participants 2022-01-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 373
Number of participants with account balances 2022-01-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: CPR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 275
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 94
Total of all active and inactive participants 2021-01-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 369
Number of participants with account balances 2021-01-01 333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: CPR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 273
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 67
Total of all active and inactive participants 2020-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 340
Number of participants with account balances 2020-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CPR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 243
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 47
Total of all active and inactive participants 2019-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 290
Number of participants with account balances 2019-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: CPR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 202
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 36
Total of all active and inactive participants 2018-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 238
Number of participants with account balances 2018-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: CPR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 201
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 224
Number of participants with account balances 2017-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11

Measure	Date	Value
2022: CPR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	261
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	111
Total of all active and inactive participants	2022-01-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	373
Number of participants with account balances	2022-01-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: CPR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	275
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	94
Total of all active and inactive participants	2021-01-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	369
Number of participants with account balances	2021-01-01	333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: CPR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	273
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	67
Total of all active and inactive participants	2020-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	340
Number of participants with account balances	2020-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CPR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	243
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	47
Total of all active and inactive participants	2019-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	290
Number of participants with account balances	2019-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: CPR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	202
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	36
Total of all active and inactive participants	2018-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	238
Number of participants with account balances	2018-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: CPR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	201
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	224
Number of participants with account balances	2017-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11

Financial Data on CPR 401(K) PLAN

Measure	Date	Value
2022 : CPR 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-354,325
Total of all expenses incurred	2022-12-31	$948,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$901,758
Expenses. Certain deemed distributions of participant loans	2022-12-31	$302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,239,246
Value of total assets at end of year	2022-12-31	$10,076,911
Value of total assets at beginning of year	2022-12-31	$11,380,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,826
Total interest from all sources	2022-12-31	$3,585
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$419,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$419,378
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	$1,239,246
Participant contributions at end of year	2022-12-31	$73,508
Participant contributions at beginning of year	2022-12-31	$46,457
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$12,872
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	$-1,303,211
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,076,911
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,380,122
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	$9,232,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,170,507
Interest on participant loans	2022-12-31	$3,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$770,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,163,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,029,406
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
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$901,758
Contract administrator fees	2022-12-31	$46,826
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	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2022-12-31	455497718
2021 : CPR 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,598,399
Total of all expenses incurred	2021-12-31	$758,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$732,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,309,913
Value of total assets at end of year	2021-12-31	$11,380,122
Value of total assets at beginning of year	2021-12-31	$9,539,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,022
Total interest from all sources	2021-12-31	$5,798
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,207,047
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	$1,207,047
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	$1,213,080
Participant contributions at end of year	2021-12-31	$46,457
Participant contributions at beginning of year	2021-12-31	$122,772
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$96,833
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$26,022
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	$1,840,265
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,380,122
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,539,857
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	$10,170,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,047,190
Interest on participant loans	2021-12-31	$5,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,163,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,369,895
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$75,641
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	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$732,112
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	Unqualified
Accountancy firm name	2021-12-31	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2021-12-31	455497718
2020 : CPR 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,711,735
Total of all expenses incurred	2020-12-31	$296,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$286,452
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,576,929
Value of total assets at end of year	2020-12-31	$9,539,857
Value of total assets at beginning of year	2020-12-31	$7,124,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,386
Total interest from all sources	2020-12-31	$16,547
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$254,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$254,172
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,233,816
Participant contributions at end of year	2020-12-31	$122,772
Participant contributions at beginning of year	2020-12-31	$146,821
Participant contributions at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$142,612
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$546
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	$2,415,447
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,539,857
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,124,410
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	$8,047,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,017,161
Interest on participant loans	2020-12-31	$16,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,369,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$960,428
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$863,541
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	$200,501
Employer contributions (assets) at end of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$286,452
Contract administrator fees	2020-12-31	$9,386
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	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2020-12-31	455497718
2019 : CPR 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,449,252
Total of all expenses incurred	2019-12-31	$141,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$134,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,463,576
Value of total assets at end of year	2019-12-31	$7,124,410
Value of total assets at beginning of year	2019-12-31	$4,816,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,775
Total interest from all sources	2019-12-31	$25,920
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$164,147
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	$164,147
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	$989,353
Participant contributions at end of year	2019-12-31	$146,821
Participant contributions at beginning of year	2019-12-31	$54,739
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$616,108
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$388
Administrative expenses (other) incurred	2019-12-31	$6,775
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	$2,308,102
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,124,410
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,816,308
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	$6,017,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$8,479
Interest earned on other investments	2019-12-31	$17,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$960,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,145,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$795,609
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	$473,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$134,375
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	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2019-12-31	455497718
2018 : CPR 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,223,716
Total of all expenses incurred	2018-12-31	$395,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$355,274
Value of total corrective distributions	2018-12-31	$33,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,506,872
Value of total assets at end of year	2018-12-31	$4,816,308
Value of total assets at beginning of year	2018-12-31	$3,988,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,913
Total interest from all sources	2018-12-31	$17,116
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$182,868
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	$182,868
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
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	$918,754
Participant contributions at end of year	2018-12-31	$54,739
Participant contributions at beginning of year	2018-12-31	$56,504
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$616,108
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$707,856
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$167,041
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	$828,275
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,816,308
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,988,033
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
Interest on participant loans	2018-12-31	$4,411
Interest earned on other investments	2018-12-31	$12,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,145,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,223,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-483,140
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	$421,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$355,274
Contract administrator fees	2018-12-31	$6,913
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	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2018-12-31	455497718
2017 : CPR 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$2,696,287
Total income from all sources (including contributions)	2017-12-31	$1,310,821
Total of all expenses incurred	2017-12-31	$19,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$17,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$922,691
Value of total assets at end of year	2017-12-31	$3,988,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,838
Total interest from all sources	2017-12-31	$3,316
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$108,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$108,164
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$350,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$721,801
Participant contributions at end of year	2017-12-31	$56,504
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$707,856
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$104,900
Administrative expenses (other) incurred	2017-12-31	$1,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,291,746
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,988,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Interest on participant loans	2017-12-31	$3,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,223,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$276,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$95,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$17,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2017-12-31	455497718

Form 5500 Responses for CPR 401(K) PLAN

2022: CPR 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CPR 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CPR 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CPR 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CPR 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 - Trust	Yes
2017: CPR 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CPAR-001

Policy instance

Insurance contract or identification number	CPAR-001
Number of Individuals Covered	338
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of fees paid to insurance company	USD $607
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
Insurance broker organization code?	6

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CPAR-001

Policy instance

Insurance contract or identification number	CPAR-001
Number of Individuals Covered	333
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $793
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
Amount paid for insurance broker fees	793
Additional information about fees paid to insurance broker	RECORDKEEPING FEES
Insurance broker organization code?	6

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CPAR-001

Policy instance

Insurance contract or identification number	CPAR-001
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $931
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CPAR-001

Policy instance

Insurance contract or identification number	CPAR-001
Number of Individuals Covered	290
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 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894727+087

Policy instance

Insurance contract or identification number	894727+087
Number of Individuals Covered	212
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,188
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $1,188
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894727+087

Policy instance

Insurance contract or identification number	894727+087
Number of Individuals Covered	201
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,434
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $1,434
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LINCOLN FINANCIAL SECURITIES CORP

Potentially related plans

CPR 401(K) PLAN [EIN = 273387674]

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Company Name:	CRISIS PREPARATION AND RECOVERY, INC.
Employer identification number (EIN):	421528589
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)