CLARI, INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : CLARI RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $4,292,147 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,387,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,376,296 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,802 |
Value of total corrective distributions | 2022-12-31 | $5,558 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,519,470 |
Value of total assets at end of year | 2022-12-31 | $18,157,825 |
Value of total assets at beginning of year | 2022-12-31 | $15,252,684 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,350 |
Total interest from all sources | 2022-12-31 | $7,441 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $418,544 |
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 | $418,544 |
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 | $5,959,506 |
Participant contributions at end of year | 2022-12-31 | $176,945 |
Participant contributions at beginning of year | 2022-12-31 | $102,348 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,559,964 |
Administrative expenses (other) incurred | 2022-12-31 | $3,350 |
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 | $2,905,141 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,157,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,252,684 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $17,980,880 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,150,336 |
Interest on participant loans | 2022-12-31 | $7,441 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,653,308 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,376,296 |
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 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2022-12-31 | 952036255 |
2021 : CLARI RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $8,282,906 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,613,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,610,167 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,709 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,433,746 |
Value of total assets at end of year | 2021-12-31 | $15,252,684 |
Value of total assets at beginning of year | 2021-12-31 | $8,582,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,280 |
Total interest from all sources | 2021-12-31 | $7,270 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,042,944 |
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 | $1,042,944 |
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 | $3,826,524 |
Participant contributions at end of year | 2021-12-31 | $102,348 |
Participant contributions at beginning of year | 2021-12-31 | $101,669 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,607,222 |
Administrative expenses (other) incurred | 2021-12-31 | $1,280 |
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 | $6,669,750 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,252,684 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,582,934 |
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 | $15,150,336 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,481,265 |
Interest on participant loans | 2021-12-31 | $7,270 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $798,946 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,610,167 |
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 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2021-12-31 | 952036255 |
2020 : CLARI RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,089,016 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $336,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $303,267 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $29,720 |
Value of total corrective distributions | 2020-12-31 | $1,643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,725,694 |
Value of total assets at end of year | 2020-12-31 | $8,582,934 |
Value of total assets at beginning of year | 2020-12-31 | $4,830,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,530 |
Total interest from all sources | 2020-12-31 | $5,054 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $166,189 |
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 | $166,189 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $484,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,109,440 |
Participant contributions at end of year | 2020-12-31 | $101,669 |
Participant contributions at beginning of year | 2020-12-31 | $78,745 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $616,254 |
Administrative expenses (other) incurred | 2020-12-31 | $1,530 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,752,856 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,582,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,830,078 |
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 | $8,481,265 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,751,333 |
Interest on participant loans | 2020-12-31 | $5,054 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,192,079 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $303,267 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : CLARI RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,482,498 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $681,279 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $676,264 |
Value of total corrective distributions | 2019-12-31 | $3,716 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,541,441 |
Value of total assets at end of year | 2019-12-31 | $4,830,078 |
Value of total assets at beginning of year | 2019-12-31 | $3,028,859 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,299 |
Total interest from all sources | 2019-12-31 | $1,621 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $150,167 |
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 | $150,167 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $303,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,304,829 |
Participant contributions at end of year | 2019-12-31 | $78,745 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $236,612 |
Other income not declared elsewhere | 2019-12-31 | $-39,411 |
Administrative expenses (other) incurred | 2019-12-31 | $1,299 |
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 | $1,801,219 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,830,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,028,859 |
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 | $4,751,333 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,028,859 |
Interest on participant loans | 2019-12-31 | $1,621 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $828,680 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $676,264 |
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 | 2019-12-31 | Yes |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2019-12-31 | 910189318 |