CARDIOVASCULAR RESEARCH FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN
Measure | Date | Value |
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2022 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-992,515 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $594,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $581,299 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $6,063 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,697,572 |
Value of total assets at end of year | 2022-12-31 | $16,808,305 |
Value of total assets at beginning of year | 2022-12-31 | $18,395,382 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,200 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $11,939 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,282,155 |
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 | $1,282,155 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,204,122 |
Participant contributions at end of year | 2022-12-31 | $242,414 |
Participant contributions at beginning of year | 2022-12-31 | $247,110 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $15,551 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $7,178 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
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 |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-1,587,077 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,808,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,395,382 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $22 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,371,616 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,040,548 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $12,992,843 |
Interest on participant loans | 2022-12-31 | $9,672 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $2,267 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $716,376 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $682,913 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,080,669 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-903,512 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $477,899 |
Employer contributions (assets) at end of year | 2022-12-31 | $477,899 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $431,968 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $581,299 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
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 | 2022-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2022-12-31 | 221478099 |
2021 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2021 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,007,759 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,076,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,071,647 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,721,100 |
Value of total assets at end of year | 2021-12-31 | $18,395,382 |
Value of total assets at beginning of year | 2021-12-31 | $15,464,213 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,943 |
Total interest from all sources | 2021-12-31 | $21,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $49,518 |
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 | $49,518 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,108,197 |
Participant contributions at end of year | 2021-12-31 | $247,110 |
Participant contributions at beginning of year | 2021-12-31 | $133,144 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $180,935 |
Administrative expenses (other) incurred | 2021-12-31 | $4,943 |
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 | $2,931,169 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,395,382 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,464,213 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,040,548 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,395,530 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $12,992,843 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $10,398,681 |
Interest on participant loans | 2021-12-31 | $6,448 |
Interest earned on other investments | 2021-12-31 | $14,789 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $682,913 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,144,833 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $426,574 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,789,330 |
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 | $431,968 |
Employer contributions (assets) at end of year | 2021-12-31 | $431,968 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $392,025 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,071,647 |
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 | COHNREZNICK LLP |
Accountancy firm EIN | 2021-12-31 | 221478099 |
2020 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2020 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,473,310 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,063,313 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,053,576 |
Value of total corrective distributions | 2020-12-31 | $7,446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $970,439 |
Value of total assets at end of year | 2020-12-31 | $15,464,213 |
Value of total assets at beginning of year | 2020-12-31 | $15,054,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,291 |
Total interest from all sources | 2020-12-31 | $24,248 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $49,538 |
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 | $49,538 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
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 | $904,842 |
Participant contributions at end of year | 2020-12-31 | $133,144 |
Participant contributions at beginning of year | 2020-12-31 | $134,174 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $15,195 |
Administrative expenses (other) incurred | 2020-12-31 | $2,291 |
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 | $409,997 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,464,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,054,216 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,395,530 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,504,793 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $10,398,681 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $11,928,129 |
Interest on participant loans | 2020-12-31 | $6,117 |
Interest earned on other investments | 2020-12-31 | $18,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,144,833 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $145,497 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $446,325 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $982,760 |
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 | $50,402 |
Employer contributions (assets) at end of year | 2020-12-31 | $392,025 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $341,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,053,576 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2020-12-31 | 221478099 |
2019 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,010,225 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,083,534 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,077,605 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,077,605 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,220,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,220,023 |
Value of total assets at end of year | 2019-12-31 | $15,054,216 |
Value of total assets at end of year | 2019-12-31 | $15,054,216 |
Value of total assets at beginning of year | 2019-12-31 | $12,127,525 |
Value of total assets at beginning of year | 2019-12-31 | $12,127,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,929 |
Total interest from all sources | 2019-12-31 | $14,825 |
Total interest from all sources | 2019-12-31 | $14,825 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $55,748 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $55,748 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $55,748 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $55,748 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $841,458 |
Contributions received from participants | 2019-12-31 | $841,458 |
Participant contributions at end of year | 2019-12-31 | $134,174 |
Participant contributions at end of year | 2019-12-31 | $134,174 |
Participant contributions at beginning of year | 2019-12-31 | $156,211 |
Participant contributions at beginning of year | 2019-12-31 | $156,211 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $35,436 |
Participant contributions at beginning of year | 2019-12-31 | $35,436 |
Administrative expenses (other) incurred | 2019-12-31 | $5,929 |
Administrative expenses (other) incurred | 2019-12-31 | $5,929 |
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 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,926,691 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,054,216 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,054,216 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,127,525 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,127,525 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,504,793 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,504,793 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,805,666 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,805,666 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $11,928,129 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $11,928,129 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,899,010 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,899,010 |
Interest on participant loans | 2019-12-31 | $7,843 |
Interest on participant loans | 2019-12-31 | $7,843 |
Interest earned on other investments | 2019-12-31 | $6,982 |
Interest earned on other investments | 2019-12-31 | $6,982 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $145,497 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $145,497 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $892,081 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $892,081 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,468,375 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,468,375 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,251,254 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,251,254 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $378,565 |
Contributions received in cash from employer | 2019-12-31 | $378,565 |
Employer contributions (assets) at end of year | 2019-12-31 | $341,623 |
Employer contributions (assets) at end of year | 2019-12-31 | $341,623 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $339,121 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $339,121 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,077,605 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2019-12-31 | 221478099 |
2018 : CARDIOVASCULAR RESEARCH FOUNDATION 401K 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $306,850 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $205,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $195,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,248,074 |
Value of total assets at end of year | 2018-12-31 | $12,127,525 |
Value of total assets at beginning of year | 2018-12-31 | $12,025,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,506 |
Total interest from all sources | 2018-12-31 | $17,733 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $130,195 |
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 | $130,195 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 | $844,570 |
Participant contributions at end of year | 2018-12-31 | $156,211 |
Participant contributions at beginning of year | 2018-12-31 | $235,671 |
Participant contributions at end of year | 2018-12-31 | $35,436 |
Participant contributions at beginning of year | 2018-12-31 | $35,199 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $27,438 |
Administrative expenses (other) incurred | 2018-12-31 | $9,506 |
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 | $101,644 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $12,127,525 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,025,881 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,805,666 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,688,120 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,899,010 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,959,864 |
Interest on participant loans | 2018-12-31 | $9,415 |
Interest earned on other investments | 2018-12-31 | $8,318 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $892,081 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $773,008 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-752,228 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-336,924 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $376,066 |
Employer contributions (assets) at end of year | 2018-12-31 | $339,121 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $334,019 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $195,700 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2018-12-31 | 221478099 |
2017 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,932,403 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $375,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $368,736 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,125,888 |
Value of total assets at end of year | 2017-12-31 | $12,025,881 |
Value of total assets at beginning of year | 2017-12-31 | $9,469,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,795 |
Total interest from all sources | 2017-12-31 | $16,928 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $95,330 |
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 | $95,330 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
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 | $766,381 |
Participant contributions at end of year | 2017-12-31 | $235,671 |
Participant contributions at beginning of year | 2017-12-31 | $205,796 |
Participant contributions at end of year | 2017-12-31 | $35,199 |
Participant contributions at beginning of year | 2017-12-31 | $22,689 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $25,488 |
Administrative expenses (other) incurred | 2017-12-31 | $6,795 |
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 | $2,556,872 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,025,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,469,009 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,688,120 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,739,779 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,959,864 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,514,239 |
Interest on participant loans | 2017-12-31 | $9,916 |
Interest earned on other investments | 2017-12-31 | $7,012 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $773,008 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $650,138 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,427,065 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $267,192 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $334,019 |
Employer contributions (assets) at end of year | 2017-12-31 | $334,019 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $336,368 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $368,736 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2017-12-31 | 221478099 |
2016 : CARDIOVASCULAR RESEARCH FOUNDATION 401K 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $8,488 |
Total income from all sources (including contributions) | 2016-12-31 | $1,788,051 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $790,525 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $775,293 |
Value of total corrective distributions | 2016-12-31 | $8,488 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,081,278 |
Value of total assets at end of year | 2016-12-31 | $9,469,009 |
Value of total assets at beginning of year | 2016-12-31 | $8,479,971 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,744 |
Total interest from all sources | 2016-12-31 | $16,858 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $85,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $85,753 |
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 | $744,910 |
Participant contributions at end of year | 2016-12-31 | $205,796 |
Participant contributions at beginning of year | 2016-12-31 | $196,669 |
Participant contributions at end of year | 2016-12-31 | $22,689 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $6,744 |
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 | $997,526 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,469,009 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,471,483 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,739,779 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,120,115 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,514,239 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,166,403 |
Interest on participant loans | 2016-12-31 | $9,521 |
Interest earned on other investments | 2016-12-31 | $7,337 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $650,138 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $657,733 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $362,158 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $242,004 |
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 | $336,368 |
Employer contributions (assets) at end of year | 2016-12-31 | $336,368 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $339,051 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $775,293 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $8,488 |
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 |
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 | COHNREZNICK LLP |
Accountancy firm EIN | 2016-12-31 | 221478099 |
2015 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $8,488 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,279,268 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $603,436 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $597,981 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,285,915 |
Value of total assets at end of year | 2015-12-31 | $8,479,971 |
Value of total assets at beginning of year | 2015-12-31 | $7,795,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,455 |
Total interest from all sources | 2015-12-31 | $14,382 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $89,697 |
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 | $89,697 |
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 | $797,381 |
Participant contributions at end of year | 2015-12-31 | $196,669 |
Participant contributions at beginning of year | 2015-12-31 | $140,057 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $149,483 |
Administrative expenses (other) incurred | 2015-12-31 | $5,455 |
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 |
Value of net income/loss | 2015-12-31 | $675,832 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,471,483 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,795,651 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,120,115 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,719,055 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,166,403 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $6,211 |
Interest earned on other investments | 2015-12-31 | $8,171 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $657,733 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $637,044 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-29,683 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-81,043 |
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 | No |
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 | $339,051 |
Employer contributions (assets) at end of year | 2015-12-31 | $339,051 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $299,495 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $597,981 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $8,488 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
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 |
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 | COHNREZNICK LLP |
Accountancy firm EIN | 2015-12-31 | 221478099 |
2014 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,475,072 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $941,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $936,787 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,041,906 |
Value of total assets at end of year | 2014-12-31 | $7,795,651 |
Value of total assets at beginning of year | 2014-12-31 | $7,262,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,144 |
Total interest from all sources | 2014-12-31 | $13,053 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $70,021 |
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 | $70,021 |
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 | 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 | $702,607 |
Participant contributions at end of year | 2014-12-31 | $140,057 |
Participant contributions at beginning of year | 2014-12-31 | $117,821 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $39,804 |
Administrative expenses (other) incurred | 2014-12-31 | $5,144 |
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 | $533,141 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,795,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,262,510 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,719,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,248,439 |
Interest on participant loans | 2014-12-31 | $4,505 |
Interest earned on other investments | 2014-12-31 | $8,548 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $637,044 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $589,131 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $350,092 |
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 | $299,495 |
Employer contributions (assets) at end of year | 2014-12-31 | $299,495 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $307,119 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $936,787 |
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 | COHNREZNICK LLP |
Accountancy firm EIN | 2014-12-31 | 221478099 |
2013 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $2,214,762 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $191,943 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $186,699 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,020,636 |
Value of total assets at end of year | 2013-12-31 | $7,262,510 |
Value of total assets at beginning of year | 2013-12-31 | $5,239,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,244 |
Total interest from all sources | 2013-12-31 | $11,475 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $60,139 |
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 | $60,139 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $692,523 |
Participant contributions at end of year | 2013-12-31 | $117,821 |
Participant contributions at beginning of year | 2013-12-31 | $63,805 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $20,994 |
Administrative expenses (other) incurred | 2013-12-31 | $5,244 |
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 | $2,022,819 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,262,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,239,691 |
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 | $6,248,439 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,364,937 |
Interest on participant loans | 2013-12-31 | $2,735 |
Interest earned on other investments | 2013-12-31 | $8,740 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $589,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $558,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,122,512 |
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 | $307,119 |
Employer contributions (assets) at end of year | 2013-12-31 | $307,119 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $252,668 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $186,699 |
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 | COHNREZNICK LLP |
Accountancy firm EIN | 2013-12-31 | 221478099 |
2012 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $1,513,807 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $269,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $267,608 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $972,922 |
Value of total assets at end of year | 2012-12-31 | $5,239,691 |
Value of total assets at beginning of year | 2012-12-31 | $3,995,132 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,640 |
Total interest from all sources | 2012-12-31 | $12,820 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $63,283 |
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 | $63,283 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $644,791 |
Participant contributions at end of year | 2012-12-31 | $63,805 |
Participant contributions at beginning of year | 2012-12-31 | $68,897 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $75,463 |
Administrative expenses (other) incurred | 2012-12-31 | $1,640 |
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 | $1,244,559 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,239,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,995,132 |
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 | $4,364,937 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,253,289 |
Interest on participant loans | 2012-12-31 | $2,822 |
Interest earned on other investments | 2012-12-31 | $9,998 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $558,281 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $418,842 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $464,782 |
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 | $252,668 |
Employer contributions (assets) at end of year | 2012-12-31 | $252,668 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $254,104 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $267,608 |
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 | COHN REZNICK |
Accountancy firm EIN | 2012-12-31 | 221478099 |
2011 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $691,424 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $309,025 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $306,165 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $813,284 |
Value of total assets at end of year | 2011-12-31 | $3,995,132 |
Value of total assets at beginning of year | 2011-12-31 | $3,612,733 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,860 |
Total interest from all sources | 2011-12-31 | $11,950 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $43,489 |
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 | $43,489 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 | $557,368 |
Participant contributions at end of year | 2011-12-31 | $68,897 |
Participant contributions at beginning of year | 2011-12-31 | $35,772 |
Administrative expenses (other) incurred | 2011-12-31 | $2,860 |
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 |
Income. Non cash contributions | 2011-12-31 | $1,812 |
Value of net income/loss | 2011-12-31 | $382,399 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,995,132 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,612,733 |
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 | $3,253,289 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,031,751 |
Interest on participant loans | 2011-12-31 | $2,002 |
Interest earned on other investments | 2011-12-31 | $9,948 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $418,842 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $376,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-177,299 |
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 | $254,104 |
Employer contributions (assets) at end of year | 2011-12-31 | $254,104 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $168,248 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $306,165 |
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 | COHNREZNICK LLP |
Accountancy firm EIN | 2011-12-31 | 221478099 |
2010 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $12,443 |
Total income from all sources (including contributions) | 2010-12-31 | $1,046,647 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $240,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $238,385 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $659,828 |
Value of total assets at end of year | 2010-12-31 | $3,612,733 |
Value of total assets at beginning of year | 2010-12-31 | $2,818,673 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,759 |
Total interest from all sources | 2010-12-31 | $10,953 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $36,357 |
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 | $36,357 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $491,580 |
Participant contributions at end of year | 2010-12-31 | $35,772 |
Participant contributions at beginning of year | 2010-12-31 | $24,928 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $12,443 |
Administrative expenses (other) incurred | 2010-12-31 | $1,759 |
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 | $806,503 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,612,733 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,806,230 |
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 | $3,031,751 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,275,818 |
Interest on participant loans | 2010-12-31 | $1,261 |
Interest earned on other investments | 2010-12-31 | $9,692 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $376,962 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $379,913 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $339,509 |
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 | $168,248 |
Employer contributions (assets) at end of year | 2010-12-31 | $168,248 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $138,014 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $238,385 |
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 | Disclaimer |
Accountancy firm name | 2010-12-31 | JH COHN |
Accountancy firm EIN | 2010-12-31 | 221478099 |
2009 : CARDIOVASCULAR RESEARCH FOUNDATION 401K 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 |