401k Plan data: THEOREM CLINICAL RESEARCH 401K PLAN plan

THEOREM CLINICAL RESEARCH 401K PLAN 401k Plan overview

Plan Name	THEOREM CLINICAL RESEARCH 401K PLAN
Plan identification number	001

THEOREM CLINICAL RESEARCH 401K 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THEOREM CLINICAL RESEARCH has sponsored the creation of one or more 401k plans.

Company Name: THEOREM CLINICAL RESEARCH

Employer identification number (EIN): 521670189

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THEOREM CLINICAL RESEARCH 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 MARY VILA
001 2013-01-01 MARYVILA
001 2012-01-01 MARY VILA

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	MARY VILA
001	2013-01-01	MARYVILA
001	2012-01-01	MARY VILA

Plan Statistics for THEOREM CLINICAL RESEARCH 401K PLAN

401k plan membership statisitcs for THEOREM CLINICAL RESEARCH 401K PLAN

Measure Date Value
2014: THEOREM CLINICAL RESEARCH 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 588
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 581
Number of other retired or separated participants entitled to future benefits 2014-01-01 129
Total of all active and inactive participants 2014-01-01 710
Total participants 2014-01-01 710
Number of participants with account balances 2014-01-01 588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 39
2013: THEOREM CLINICAL RESEARCH 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 466
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 476
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 87
Total of all active and inactive participants 2013-01-01 563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 563
Number of participants with account balances 2013-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 24
2012: THEOREM CLINICAL RESEARCH 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 456
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 49
Total of all active and inactive participants 2012-01-01 505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 505
Number of participants with account balances 2012-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 14

Measure	Date	Value
2014: THEOREM CLINICAL RESEARCH 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	588
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	581
Number of other retired or separated participants entitled to future benefits	2014-01-01	129
Total of all active and inactive participants	2014-01-01	710
Total participants	2014-01-01	710
Number of participants with account balances	2014-01-01	588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	39
2013: THEOREM CLINICAL RESEARCH 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	466
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	476
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	87
Total of all active and inactive participants	2013-01-01	563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	563
Number of participants with account balances	2013-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	24
2012: THEOREM CLINICAL RESEARCH 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	456
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	49
Total of all active and inactive participants	2012-01-01	505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	505
Number of participants with account balances	2012-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	14

Financial Data on THEOREM CLINICAL RESEARCH 401K PLAN

Measure	Date	Value
2014 : THEOREM CLINICAL RESEARCH 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$5,923,367
Total of all expenses incurred	2014-12-31	$2,070,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,052,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,175,813
Value of total assets at end of year	2014-12-31	$30,932,296
Value of total assets at beginning of year	2014-12-31	$27,079,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,342
Total interest from all sources	2014-12-31	$35,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$5,389
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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	$3,271,487
Participant contributions at end of year	2014-12-31	$232,671
Participant contributions at beginning of year	2014-12-31	$172,509
Participant contributions at beginning of year	2014-12-31	$68,473
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$235,583
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$246,164
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$591,360
Other income not declared elsewhere	2014-12-31	$54,387
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	$3,853,169
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$30,932,296
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$27,079,127
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	$11,953
Value of interest in pooled separate accounts at end of year	2014-12-31	$28,064,098
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$24,767,125
Interest on participant loans	2014-12-31	$7,287
Interest earned on other investments	2014-12-31	$28,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$41,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$27,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$27,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,275,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,740,744
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,657,185
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	$312,966
Employer contributions (assets) at end of year	2014-12-31	$82,874
Employer contributions (assets) at beginning of year	2014-12-31	$56,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,052,856
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
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	KREISCHER MILLER
Accountancy firm EIN	2014-12-31	231980475
2013 : THEOREM CLINICAL RESEARCH 401K PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$182,049
Total income from all sources (including contributions)	2013-12-31	$7,165,517
Total of all expenses incurred	2013-12-31	$1,607,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,601,663
Value of total corrective distributions	2013-12-31	$910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,059,012
Value of total assets at end of year	2013-12-31	$27,079,127
Value of total assets at beginning of year	2013-12-31	$21,338,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,725
Total interest from all sources	2013-12-31	$36,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$4,725
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	$2,540,319
Participant contributions at end of year	2013-12-31	$172,509
Participant contributions at beginning of year	2013-12-31	$42,404
Participant contributions at end of year	2013-12-31	$68,473
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$246,164
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$203,799
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$265,062
Other income not declared elsewhere	2013-12-31	$47,600
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	$5,558,219
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$27,079,127
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$21,338,859
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 pooled separate accounts at end of year	2013-12-31	$24,767,125
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$19,099,288
Interest on participant loans	2013-12-31	$4,561
Interest earned on other investments	2013-12-31	$32,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$27,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$9,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$9,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,740,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,933,376
Net investment gain/loss from pooled separate accounts	2013-12-31	$4,022,054
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	Yes
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	$253,631
Employer contributions (assets) at end of year	2013-12-31	$56,201
Employer contributions (assets) at beginning of year	2013-12-31	$50,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,601,663
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	No
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	KREISCHER MILLER
Accountancy firm EIN	2013-12-31	231980475
2012 : THEOREM CLINICAL RESEARCH 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$18,567,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,431,801
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,660,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,657,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,682,321
Value of total assets at end of year	2012-12-31	$21,338,859
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,946
Total interest from all sources	2012-12-31	$791
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$2,403
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	$1,979,992
Participant contributions at end of year	2012-12-31	$42,404
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$203,799
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$504,510
Other income not declared elsewhere	2012-12-31	$44,080
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	$2,771,021
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$21,338,859
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
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
Investment advisory and management fees	2012-12-31	$543
Value of interest in pooled separate accounts at end of year	2012-12-31	$19,099,288
Interest on participant loans	2012-12-31	$416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$9,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,933,376
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,704,609
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	Yes
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	$197,819
Employer contributions (assets) at end of year	2012-12-31	$50,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,657,834
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	KREISCHER MILLER
Accountancy firm EIN	2012-12-31	231980475

Form 5500 Responses for THEOREM CLINICAL RESEARCH 401K PLAN

2014: THEOREM CLINICAL RESEARCH 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THEOREM CLINICAL RESEARCH 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THEOREM CLINICAL RESEARCH 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THEOREM CLINICAL RESEARCH
Employer identification number (EIN):	521670189
NAIC Classification:	541700