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CRITERION RESEARCH LLC 401K PLAN 401k Plan overview

Plan NameCRITERION RESEARCH LLC 401K PLAN
Plan identification number 001

CRITERION RESEARCH LLC 401K 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.
  • 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.
  • 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

CRITERION RESEARCH LLC has sponsored the creation of one or more 401k plans.

Company Name:CRITERION RESEARCH LLC
Employer identification number (EIN):473944603
NAIC Classification:519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRITERION RESEARCH LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRACEY BEST2024-05-31
0012022-01-01TRACEY BEST2023-05-30
0012021-04-01TRACEY BEST2022-06-08

Financial Data on CRITERION RESEARCH LLC 401K PLAN

Measure Date Value
2025 : CRITERION RESEARCH LLC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-29443
Net assets as of the end of the plan year2025-05-29134204
Total assets as of the beginning of the plan year2025-05-2966221
Value of plan covered by a fidelity bond2025-05-297000
Participant contributions to plan in this plan year2025-05-2926740
Other income to plan in this plan year2025-05-2914946
Plan net income in this plan year2025-05-2967983
Net assets as of the end of the plan year2025-05-29134204
Net assets as of the beginning of the plan year2025-05-2966221
Employer contributions to plan in this plan year2025-05-2926740
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-29443
2024 : CRITERION RESEARCH LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-31195
Net assets as of the end of the plan year2024-05-3166221
Total assets as of the beginning of the plan year2024-05-3126691
Value of plan covered by a fidelity bond2024-05-313000
Participant contributions to plan in this plan year2024-05-3116010
Other income to plan in this plan year2024-05-318965
Plan net income in this plan year2024-05-3139530
Net assets as of the end of the plan year2024-05-3166221
Net assets as of the beginning of the plan year2024-05-3126691
Employer contributions to plan in this plan year2024-05-3114750
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-31195

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