401k Plan data: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN plan

CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN
Plan identification number	002

CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 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.
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

CAELUM RESEARCH CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: CAELUM RESEARCH CORPORATION

Employer identification number (EIN): 521512616

NAIC Classification: 541600

Additional information about CAELUM RESEARCH CORPORATION

Jurisdiction of Incorporation: Maryland Secretary of State

Incorporation Date:

Company Identification Number: D02322428

More information about CAELUM RESEARCH CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DAN NIELSEN DAN NIELSEN 2018-10-11
002 2017-01-01 DAN NIELSEN DAN NIELSEN 2019-01-28
002 2016-01-01 MARCIA MILLS MARCIA MILLS 2017-10-13
002 2015-01-01 MARCIA MILLS
002 2014-01-01 MARCIA MILLS MARCIA MILLS 2015-10-15
002 2013-01-01 MARCIA MILLS MARCIA MILLS 2014-10-15
002 2012-01-01 MARCIA MILLS
002 2011-01-01 MARCIA MILLS
002 2009-01-01 MARCIA MILLS
002 2009-01-01 MARCIA MILLS
002 2009-01-01 MARCIA MILLS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DAN NIELSEN	DAN NIELSEN	2018-10-11
002	2017-01-01	DAN NIELSEN	DAN NIELSEN	2019-01-28
002	2016-01-01	MARCIA MILLS	MARCIA MILLS	2017-10-13
002	2015-01-01	MARCIA MILLS
002	2014-01-01	MARCIA MILLS	MARCIA MILLS	2015-10-15
002	2013-01-01	MARCIA MILLS	MARCIA MILLS	2014-10-15
002	2012-01-01	MARCIA MILLS
002	2011-01-01	MARCIA MILLS
002	2009-01-01	MARCIA MILLS
002	2009-01-01	MARCIA MILLS
002	2009-01-01	MARCIA MILLS

Plan Statistics for CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 296
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 94
Total of all active and inactive participants 2022-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 399
Number of participants with account balances 2022-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 150
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 106
Total of all active and inactive participants 2021-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 256
Number of participants with account balances 2021-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 154
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 103
Total of all active and inactive participants 2020-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 257
Number of participants with account balances 2020-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 232
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 98
Total of all active and inactive participants 2019-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 330
Number of participants with account balances 2019-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 394
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 206
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 101
Total of all active and inactive participants 2018-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 307
Number of participants with account balances 2018-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24
2017: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 304
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 89
Total of all active and inactive participants 2017-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 393
Number of participants with account balances 2017-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 23
2016: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 238
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 112
Total of all active and inactive participants 2016-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 350
Number of participants with account balances 2016-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 265
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 117
Total of all active and inactive participants 2015-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 382
Number of participants with account balances 2015-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 17
2014: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 213
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 89
Total of all active and inactive participants 2014-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 302
Number of participants with account balances 2014-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 167
Number of retired or separated participants receiving benefits 2013-01-01 40
Number of other retired or separated participants entitled to future benefits 2013-01-01 86
Total of all active and inactive participants 2013-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 297
Number of participants with account balances 2013-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 118
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 108
Total of all active and inactive participants 2012-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 232
Number of participants with account balances 2012-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 101
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 136
Total of all active and inactive participants 2011-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 238
Number of participants with account balances 2011-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 26
2009: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 200
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 95
Total of all active and inactive participants 2009-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 297
Number of participants with account balances 2009-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	296
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	94
Total of all active and inactive participants	2022-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	399
Number of participants with account balances	2022-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	150
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	106
Total of all active and inactive participants	2021-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	256
Number of participants with account balances	2021-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	154
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	103
Total of all active and inactive participants	2020-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	257
Number of participants with account balances	2020-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	232
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	98
Total of all active and inactive participants	2019-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	330
Number of participants with account balances	2019-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	394
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	206
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	101
Total of all active and inactive participants	2018-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	307
Number of participants with account balances	2018-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24
2017: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	304
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	89
Total of all active and inactive participants	2017-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	393
Number of participants with account balances	2017-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	23
2016: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	238
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	112
Total of all active and inactive participants	2016-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	350
Number of participants with account balances	2016-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	265
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	117
Total of all active and inactive participants	2015-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	382
Number of participants with account balances	2015-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	17
2014: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	213
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	89
Total of all active and inactive participants	2014-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	302
Number of participants with account balances	2014-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	167
Number of retired or separated participants receiving benefits	2013-01-01	40
Number of other retired or separated participants entitled to future benefits	2013-01-01	86
Total of all active and inactive participants	2013-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	297
Number of participants with account balances	2013-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	118
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	108
Total of all active and inactive participants	2012-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	232
Number of participants with account balances	2012-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	101
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	136
Total of all active and inactive participants	2011-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	238
Number of participants with account balances	2011-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	26
2009: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	200
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	95
Total of all active and inactive participants	2009-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	297
Number of participants with account balances	2009-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2022 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$17,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$25,921
Total income from all sources (including contributions)	2022-12-31	$-848,666
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$858,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$799,570
Expenses. Certain deemed distributions of participant loans	2022-12-31	$4,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$878,570
Value of total assets at end of year	2022-12-31	$9,519,394
Value of total assets at beginning of year	2022-12-31	$11,235,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$54,457
Total interest from all sources	2022-12-31	$903
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$343,328
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	$343,328
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$618,883
Participant contributions at end of year	2022-12-31	$37,087
Participant contributions at beginning of year	2022-12-31	$24,043
Participant contributions at end of year	2022-12-31	$27,779
Participant contributions at beginning of year	2022-12-31	$26,094
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$141,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$17,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$25,921
Other income not declared elsewhere	2022-12-31	$-3,365
Administrative expenses (other) incurred	2022-12-31	$20,007
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
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	$-1,707,641
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,502,188
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,209,829
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
Investment advisory and management fees	2022-12-31	$29,316
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,449,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,185,613
Interest on participant loans	2022-12-31	$903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,068,102
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$117,763
Employer contributions (assets) at end of year	2022-12-31	$5,365
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	$799,570
Contract administrator fees	2022-12-31	$5,134
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	WEYRICH,CRONIN & SORRA
Accountancy firm EIN	2022-12-31	814643077
2021 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$25,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,974
Total income from all sources (including contributions)	2021-12-31	$2,860,325
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,982,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,877,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,616,554
Value of total assets at end of year	2021-12-31	$11,235,750
Value of total assets at beginning of year	2021-12-31	$11,340,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$105,069
Total interest from all sources	2021-12-31	$3,597
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$507,167
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	$507,167
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$707,666
Participant contributions at end of year	2021-12-31	$24,043
Participant contributions at beginning of year	2021-12-31	$61,733
Participant contributions at end of year	2021-12-31	$26,094
Participant contributions at beginning of year	2021-12-31	$1,061
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$762,550
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$21,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$25,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$7,974
Other income not declared elsewhere	2021-12-31	$5,600
Administrative expenses (other) incurred	2021-12-31	$55,995
Total non interest bearing cash at end of year	2021-12-31	$0
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	$-122,450
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,209,829
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,332,279
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
Investment advisory and management fees	2021-12-31	$49,074
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,185,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,277,459
Interest on participant loans	2021-12-31	$1,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$727,407
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	$146,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,856,196
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	WEYRICH,CRONIN & SORRA
Accountancy firm EIN	2021-12-31	814643077
2020 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$20,174
Total income from all sources (including contributions)	2020-12-31	$2,360,457
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$857,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$819,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$959,981
Value of total assets at end of year	2020-12-31	$11,340,253
Value of total assets at beginning of year	2020-12-31	$9,849,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$38,681
Total interest from all sources	2020-12-31	$5,353
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$304,223
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	$304,223
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$784,914
Participant contributions at end of year	2020-12-31	$61,733
Participant contributions at beginning of year	2020-12-31	$66,696
Participant contributions at end of year	2020-12-31	$1,061
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$12,103
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$50,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$7,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$20,174
Administrative expenses (other) incurred	2020-12-31	$0
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	$1,502,506
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,332,279
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,829,773
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
Investment advisory and management fees	2020-12-31	$38,681
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,277,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,782,018
Interest on participant loans	2020-12-31	$2,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,090,900
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	$162,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$768,355
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	WEYRICH,CRONIN & SORRA
Accountancy firm EIN	2020-12-31	814643077
2019 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to 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	$20,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$482
Total income from all sources (including contributions)	2019-12-31	$2,531,217
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$753,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$705,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$877,951
Value of total assets at end of year	2019-12-31	$9,849,947
Value of total assets at beginning of year	2019-12-31	$8,052,454
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$47,437
Total interest from all sources	2019-12-31	$3,382
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$200,386
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	$200,386
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$522,285
Participant contributions at end of year	2019-12-31	$66,696
Participant contributions at beginning of year	2019-12-31	$110,694
Participant contributions at beginning of year	2019-12-31	$314
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$217,476
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$20,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$482
Administrative expenses (other) incurred	2019-12-31	$0
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	$1,777,801
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,829,773
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,051,972
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
Investment advisory and management fees	2019-12-31	$47,437
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,782,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,941,371
Interest on participant loans	2019-12-31	$3,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,449,498
Net investment gain or loss from common/collective trusts	2019-12-31	$0
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	$138,190
Employer contributions (assets) at beginning of year	2019-12-31	$75
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$705,979
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	WEYRICH, CRONIN & SORRA
Accountancy firm EIN	2019-12-31	814643077
2018 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$47,256
Total income from all sources (including contributions)	2018-12-31	$463,091
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,638,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,586,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$741,169
Value of total assets at end of year	2018-12-31	$8,052,454
Value of total assets at beginning of year	2018-12-31	$9,274,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$52,256
Total interest from all sources	2018-12-31	$4,061
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$179,064
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	$179,064
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$636,178
Participant contributions at end of year	2018-12-31	$110,694
Participant contributions at beginning of year	2018-12-31	$123,880
Participant contributions at end of year	2018-12-31	$314
Participant contributions at beginning of year	2018-12-31	$260
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$23,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$21,598
Other income not declared elsewhere	2018-12-31	$53,723
Administrative expenses (other) incurred	2018-12-31	$0
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	$-1,175,200
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,051,972
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,227,172
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
Investment advisory and management fees	2018-12-31	$52,256
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,941,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,150,158
Income. Interest from loans (other than to participants)	2018-12-31	$3,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-514,926
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	Yes
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	$81,802
Employer contributions (assets) at end of year	2018-12-31	$75
Employer contributions (assets) at beginning of year	2018-12-31	$130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,586,035
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
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$25,658
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	WEYRICH, CRONIN & SORRA
Accountancy firm EIN	2018-12-31	814643077
2017 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$47,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$40,182
Total income from all sources (including contributions)	2017-12-31	$2,405,222
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,329,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,266,844
Value of total corrective distributions	2017-12-31	$16,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,264,009
Value of total assets at end of year	2017-12-31	$9,273,248
Value of total assets at beginning of year	2017-12-31	$8,189,978
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$46,141
Total interest from all sources	2017-12-31	$3,586
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$271,206
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	$271,206
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$839,014
Participant contributions at end of year	2017-12-31	$123,880
Participant contributions at beginning of year	2017-12-31	$49,233
Participant contributions at end of year	2017-12-31	$260
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$200,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$21,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$16,056
Other income not declared elsewhere	2017-12-31	$-535
Administrative expenses (other) incurred	2017-12-31	$0
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	$1,076,196
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,225,992
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,149,796
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
Investment advisory and management fees	2017-12-31	$30,501
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,148,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,140,745
Interest on participant loans	2017-12-31	$3,507
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$79
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$866,956
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	Yes
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	$224,712
Employer contributions (assets) at end of year	2017-12-31	$130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,266,844
Contract administrator fees	2017-12-31	$15,640
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
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$25,658
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$24,126
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	ARONSON LLC
Accountancy firm EIN	2017-12-31	371611326
2016 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$40,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$24,029
Total income from all sources (including contributions)	2016-12-31	$1,520,009
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$523,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$460,983
Value of total corrective distributions	2016-12-31	$16,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,015,836
Value of total assets at end of year	2016-12-31	$8,189,978
Value of total assets at beginning of year	2016-12-31	$7,177,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$46,007
Total interest from all sources	2016-12-31	$2,317
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$793,849
Participant contributions at end of year	2016-12-31	$49,233
Participant contributions at beginning of year	2016-12-31	$72,245
Participant contributions at beginning of year	2016-12-31	$5,220
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$37,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$16,056
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$996,754
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,149,796
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,153,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$32,062
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,140,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,099,606
Interest on participant loans	2016-12-31	$2,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$501,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$184,585
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$460,983
Contract administrator fees	2016-12-31	$13,945
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$24,126
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$24,029
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WEYRICH, CRONIN & SORRA
Accountancy firm EIN	2016-12-31	521162023
2015 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-224,815
Total unrealized appreciation/depreciation of assets	2015-12-31	$-224,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$24,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$26,965
Total income from all sources (including contributions)	2015-12-31	$901,758
Total loss/gain on sale of assets	2015-12-31	$82,725
Total of all expenses incurred	2015-12-31	$446,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$405,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$888,151
Value of total assets at end of year	2015-12-31	$7,177,071
Value of total assets at beginning of year	2015-12-31	$6,724,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$40,877
Total interest from all sources	2015-12-31	$2,789
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$152,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$152,908
Administrative expenses professional fees incurred	2015-12-31	$15,320
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$654,836
Participant contributions at end of year	2015-12-31	$72,245
Participant contributions at beginning of year	2015-12-31	$65,469
Participant contributions at end of year	2015-12-31	$5,220
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$25,043
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$455,121
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,153,042
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,697,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$23,436
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,099,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,659,417
Interest on participant loans	2015-12-31	$2,789
Interest earned on other investments	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$208,272
Employer contributions (assets) at end of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$405,760
Contract administrator fees	2015-12-31	$2,121
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$82,725
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$24,029
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$26,965
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WEYRICH, CRONIN & SORRA
Accountancy firm EIN	2015-12-31	521162023
2014 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$26,965
Total income from all sources (including contributions)	2014-12-31	$1,207,684
Total of all expenses incurred	2014-12-31	$1,416,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,382,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$802,080
Value of total assets at end of year	2014-12-31	$6,724,886
Value of total assets at beginning of year	2014-12-31	$6,906,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$33,880
Total interest from all sources	2014-12-31	$3,158
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$144,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$144,649
Administrative expenses professional fees incurred	2014-12-31	$14,392
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$542,004
Participant contributions at end of year	2014-12-31	$65,469
Participant contributions at beginning of year	2014-12-31	$89,921
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$77,736
Total non interest bearing cash at beginning of year	2014-12-31	$6,816,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-208,598
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,697,921
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,906,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$14,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,659,417
Interest on participant loans	2014-12-31	$3,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$257,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$182,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,382,402
Contract administrator fees	2014-12-31	$4,788
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	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$26,965
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WEYRICH, CRONIN & SORRA
Accountancy firm EIN	2014-12-31	521162023
2013 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,210,084
Total of all expenses incurred	2013-12-31	$1,776,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,775,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,063,147
Value of total assets at end of year	2013-12-31	$6,906,519
Value of total assets at beginning of year	2013-12-31	$6,472,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$998
Total interest from all sources	2013-12-31	$2,544
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$327,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$327,275
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$405,532
Participant contributions at end of year	2013-12-31	$89,921
Participant contributions at beginning of year	2013-12-31	$42,495
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$583,602
Administrative expenses (other) incurred	2013-12-31	$998
Total non interest bearing cash at end of year	2013-12-31	$6,816,598
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$433,869
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,906,519
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,472,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,845,092
Interest on participant loans	2013-12-31	$2,544
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$585,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$828,850
Net investment gain or loss from common/collective trusts	2013-12-31	$-11,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$74,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,775,217
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WEYRICH CRONIN SORRA
Accountancy firm EIN	2013-12-31	521162023
2012 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,411,839
Total of all expenses incurred	2012-12-31	$1,268,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,268,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$637,482
Value of total assets at end of year	2012-12-31	$6,472,650
Value of total assets at beginning of year	2012-12-31	$6,329,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$145
Total interest from all sources	2012-12-31	$2,085
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$131,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$131,382
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$372,684
Participant contributions at end of year	2012-12-31	$42,495
Participant contributions at beginning of year	2012-12-31	$50,518
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$161,786
Administrative expenses (other) incurred	2012-12-31	$145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$143,192
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,472,650
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,329,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,845,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,393,076
Interest on participant loans	2012-12-31	$2,085
Value of interest in common/collective trusts at end of year	2012-12-31	$585,063
Value of interest in common/collective trusts at beginning of year	2012-12-31	$885,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$639,974
Net investment gain or loss from common/collective trusts	2012-12-31	$916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$103,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,268,502
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WEYRICH, CRONIN & SORRA
Accountancy firm EIN	2012-12-31	521162023
2011 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$442,868
Total of all expenses incurred	2011-12-31	$3,571,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,568,901
Expenses. Certain deemed distributions of participant loans	2011-12-31	$353
Value of total corrective distributions	2011-12-31	$1,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$812,582
Value of total assets at end of year	2011-12-31	$6,329,458
Value of total assets at beginning of year	2011-12-31	$9,458,019
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$805
Total interest from all sources	2011-12-31	$11,992
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$176,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$176,027
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$566,227
Participant contributions at end of year	2011-12-31	$50,518
Participant contributions at beginning of year	2011-12-31	$250,070
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$95,414
Administrative expenses (other) incurred	2011-12-31	$805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-3,128,561
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,329,458
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,458,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,393,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,973,413
Interest on participant loans	2011-12-31	$11,992
Value of interest in common/collective trusts at end of year	2011-12-31	$885,864
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,234,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-575,166
Net investment gain or loss from common/collective trusts	2011-12-31	$17,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$150,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,568,901
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	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WEYRICH, CRONIN & SORRA
Accountancy firm EIN	2011-12-31	521162023
2010 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$2,404,184
Total of all expenses incurred	2010-12-31	$705,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$703,660
Value of total corrective distributions	2010-12-31	$1,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,212,910
Value of total assets at end of year	2010-12-31	$9,458,019
Value of total assets at beginning of year	2010-12-31	$7,759,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,041
Total interest from all sources	2010-12-31	$14,091
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$136,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$136,278
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$805,597
Participant contributions at end of year	2010-12-31	$250,070
Participant contributions at beginning of year	2010-12-31	$178,366
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$156,543
Administrative expenses (other) incurred	2010-12-31	$1,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,698,426
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,458,019
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,759,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,973,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,293,223
Interest on participant loans	2010-12-31	$14,091
Value of interest in common/collective trusts at end of year	2010-12-31	$1,234,536
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,288,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$999,062
Net investment gain or loss from common/collective trusts	2010-12-31	$41,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$250,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$703,660
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	CHERRY BECHARTY AND HOLLAND LLC
Accountancy firm EIN	2010-12-31	560574444
2009 : CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN

2022: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CAELUM RESEARCH CORPORATION
Employer identification number (EIN):	521512616
NAIC Classification:	541600

Jurisdiction of Incorporation:	Maryland Secretary of State
Incorporation Date:
Company Identification Number:	D02322428