?>
Logo

CRDF RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameCRDF RETIREMENT PLAN AND TRUST
Plan identification number 001

CRDF RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

US CIVILIAN RESEARCH AND DEVELOPMENT FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:US CIVILIAN RESEARCH AND DEVELOPMENT FOUNDATION
Employer identification number (EIN):541773406
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRDF RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01HOLLY ROBERTS2023-10-16 HOLLY ROBERTS2023-10-16
0012021-01-01HOLLY ROBERTS2022-10-13 HOLLY ROBERTS2022-10-13
0012020-01-01HOLLY ROBERTS2021-10-11
0012019-01-01HOLLY ROBERTS2020-10-14
0012019-01-01HOLLY ROBERTS2020-10-14
0012019-01-01HOLLY ROBERTS2020-11-10
0012019-01-01HOLLY ROBERTS2020-11-10
0012019-01-01HOLLY ROBERTS2020-11-10
0012018-01-01HOLLY ROBERTS2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01WAYNE G. HARVEY
0012012-01-01WAYNE HARVEY WAYNE HARVEY2013-08-01
0012011-01-01STEPHEN S. WOLK
0012009-01-01STEPHEN S. WOLK
0012009-01-01STEPHEN S. WOLK
0012009-01-01STEPHEN S. WOLK

Plan Statistics for CRDF RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for CRDF RETIREMENT PLAN AND TRUST

Measure Date Value
2022: CRDF RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01567
Total number of active participants reported on line 7a of the Form 55002022-01-01196
Number of other retired or separated participants entitled to future benefits2022-01-01250
Total of all active and inactive participants2022-01-01446
Total participants2022-01-01446
Number of participants with account balances2022-01-01427
2021: CRDF RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01144
Number of retired or separated participants receiving benefits2021-01-01421
Total of all active and inactive participants2021-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01567
Number of participants with account balances2021-01-01341
2020: CRDF RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01269
Total number of active participants reported on line 7a of the Form 55002020-01-01141
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01166
Total of all active and inactive participants2020-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01307
Number of participants with account balances2020-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: CRDF RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01240
Total number of active participants reported on line 7a of the Form 55002019-01-01128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01141
Total of all active and inactive participants2019-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01269
Number of participants with account balances2019-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: CRDF RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01217
Total number of active participants reported on line 7a of the Form 55002018-01-01106
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01134
Total of all active and inactive participants2018-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01240
Number of participants with account balances2018-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: CRDF RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01229
Total number of active participants reported on line 7a of the Form 55002017-01-0188
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01129
Total of all active and inactive participants2017-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01217
Number of participants with account balances2017-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: CRDF RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01226
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01122
Total of all active and inactive participants2016-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01223
Number of participants with account balances2016-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: CRDF RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01214
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01226
Number of participants with account balances2015-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: CRDF RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01204
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01214
Number of participants with account balances2014-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: CRDF RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01202
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0187
Total of all active and inactive participants2013-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01203
Number of participants with account balances2013-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: CRDF RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01193
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01202
Number of participants with account balances2012-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: CRDF RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01174
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0181
Total of all active and inactive participants2011-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01193
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2009: CRDF RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01167
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01173
Number of participants with account balances2009-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on CRDF RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : CRDF RETIREMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,107,983
Total of all expenses incurred2022-12-31$1,041,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,033,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,509,667
Value of total assets at end of year2022-12-31$22,233,872
Value of total assets at beginning of year2022-12-31$26,382,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,298
Total interest from all sources2022-12-31$4,155
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,260,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,260,092
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,077,467
Participant contributions at end of year2022-12-31$47,370
Participant contributions at beginning of year2022-12-31$41,492
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$608,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,149,043
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,233,872
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,382,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,149,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,306,548
Interest earned on other investments2022-12-31$4,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,881,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$823,952
Employer contributions (assets) at end of year2022-12-31$36,654
Employer contributions (assets) at beginning of year2022-12-31$34,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,033,762
Contract administrator fees2022-12-31$7,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM, LLP
Accountancy firm EIN2022-12-31111986323
2021 : CRDF RETIREMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,614,373
Total of all expenses incurred2021-12-31$775,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$769,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,715,442
Value of total assets at end of year2021-12-31$26,306,550
Value of total assets at beginning of year2021-12-31$21,468,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,030
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,990,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,990,768
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$733,968
Participant contributions at end of year2021-12-31$41,492
Participant contributions at beginning of year2021-12-31$25,604
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$299,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,838,511
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,306,550
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,468,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,306,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,394,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,908,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$682,354
Employer contributions (assets) at end of year2021-12-31$34,875
Employer contributions (assets) at beginning of year2021-12-31$48,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$769,832
Contract administrator fees2021-12-31$6,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARCUM, LLP
Accountancy firm EIN2021-12-31111986323
2020 : CRDF RETIREMENT PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$5,425,821
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$636,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$631,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,238,337
Value of total assets at end of year2020-12-31$21,468,039
Value of total assets at beginning of year2020-12-31$16,678,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,188
Total interest from all sources2020-12-31$1,609
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,009,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,009,678
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$596,118
Participant contributions at end of year2020-12-31$25,604
Participant contributions at beginning of year2020-12-31$26,739
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$279
Administrative expenses (other) incurred2020-12-31$5,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,789,357
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,468,039
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,678,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,769,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,036,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$624,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$591,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$591,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,176,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$641,940
Employer contributions (assets) at end of year2020-12-31$48,176
Employer contributions (assets) at beginning of year2020-12-31$23,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$631,276
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : CRDF RETIREMENT PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$4,675,057
Total income from all sources (including contributions)2019-12-31$4,675,057
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,518,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,513,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,513,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,253,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,253,989
Value of total assets at end of year2019-12-31$16,678,682
Value of total assets at end of year2019-12-31$16,678,682
Value of total assets at beginning of year2019-12-31$13,521,672
Value of total assets at beginning of year2019-12-31$13,521,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,570
Total interest from all sources2019-12-31$10,261
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$758,139
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$758,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$758,139
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$758,139
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$587,266
Contributions received from participants2019-12-31$587,266
Participant contributions at end of year2019-12-31$26,739
Participant contributions at end of year2019-12-31$26,739
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$236,737
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$236,737
Administrative expenses (other) incurred2019-12-31$4,570
Administrative expenses (other) incurred2019-12-31$4,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,157,010
Value of net income/loss2019-12-31$3,157,010
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,678,682
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,678,682
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,521,672
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,521,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,036,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,124,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,124,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$591,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$591,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$397,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$397,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$397,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$397,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,652,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,652,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$429,986
Contributions received in cash from employer2019-12-31$429,986
Employer contributions (assets) at end of year2019-12-31$23,600
Employer contributions (assets) at end of year2019-12-31$23,600
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,513,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,513,477
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : CRDF RETIREMENT PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$86,329
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,001,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,997,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$910,966
Value of total assets at end of year2018-12-31$13,521,672
Value of total assets at beginning of year2018-12-31$15,437,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,377
Total interest from all sources2018-12-31$13,318
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$913,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$913,068
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$498,868
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,116
Administrative expenses (other) incurred2018-12-31$4,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,915,343
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,521,672
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,437,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,124,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,670,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$397,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$766,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$766,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,751,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$395,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,997,295
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : CRDF RETIREMENT PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$3,758,891
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,063,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,058,553
Value of total corrective distributions2017-12-31$270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,079,978
Value of total assets at end of year2017-12-31$15,437,015
Value of total assets at beginning of year2017-12-31$12,741,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,378
Total interest from all sources2017-12-31$4,041
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$616,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$616,472
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$481,987
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$18,436
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$75,327
Administrative expenses (other) incurred2017-12-31$4,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,695,690
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,437,015
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,741,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,670,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,955,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$766,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$767,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$767,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,058,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$522,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,058,553
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Qualified
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : CRDF RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,094,135
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,273,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,269,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,357,373
Value of total assets at end of year2016-12-31$12,741,325
Value of total assets at beginning of year2016-12-31$11,920,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,375
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$391,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$391,495
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$510,146
Participant contributions at end of year2016-12-31$18,436
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$323,547
Administrative expenses (other) incurred2016-12-31$4,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$820,750
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,741,325
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,920,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,722,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,227,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$692,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$692,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$345,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$523,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,269,010
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : CRDF RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,639,579
Total of all expenses incurred2015-12-31$473,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$468,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,552,123
Value of total assets at end of year2015-12-31$11,920,575
Value of total assets at beginning of year2015-12-31$10,754,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,954
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$529,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$529,055
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$503,191
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$511,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,166,299
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,920,575
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,754,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,920,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,754,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-441,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$537,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$468,326
Contract administrator fees2015-12-31$4,954
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : CRDF RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,761,745
Total of all expenses incurred2014-12-31$1,503,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,498,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,020,427
Value of total assets at end of year2014-12-31$10,754,276
Value of total assets at beginning of year2014-12-31$10,495,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,018
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$605,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$605,574
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$507,634
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$258,739
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,754,276
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,495,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,754,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,494,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$135,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$498,885
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,498,988
Contract administrator fees2014-12-31$4,018
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : CRDF RETIREMENT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$2,916,011
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,012,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,008,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,046,216
Value of total assets at end of year2013-12-31$10,495,537
Value of total assets at beginning of year2013-12-31$8,592,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,871
Total interest from all sources2013-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$410,708
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$410,708
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$497,916
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,903,315
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,495,537
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,592,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,494,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,592,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,459,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$542,379
Employer contributions (assets) at end of year2013-12-31$1,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,008,825
Contract administrator fees2013-12-31$3,871
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY, LLP
Accountancy firm EIN2013-12-31420714325
2012 : CRDF RETIREMENT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,884,001
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$443,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$440,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$879,036
Value of total assets at end of year2012-12-31$8,592,222
Value of total assets at beginning of year2012-12-31$7,152,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,686
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$185,799
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$185,799
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$399,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,440,070
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,592,222
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,152,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,592,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,152,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$819,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$479,532
Employer contributions (assets) at end of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$440,245
Contract administrator fees2012-12-31$3,686
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : CRDF RETIREMENT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$681,191
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$304,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$301,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$887,080
Value of total assets at end of year2011-12-31$7,152,152
Value of total assets at beginning of year2011-12-31$6,775,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,406
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$193,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$193,324
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$367,318
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$376,776
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,152,152
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,775,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,152,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,775,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-399,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$451,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$301,009
Contract administrator fees2011-12-31$3,406
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : CRDF RETIREMENT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$0
Total income from all sources (including contributions)2010-12-31$1,573,473
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$187,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$184,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$743,652
Value of total assets at end of year2010-12-31$6,775,376
Value of total assets at beginning of year2010-12-31$5,389,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,065
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$113,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$113,352
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$287,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,385,594
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,775,376
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,389,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,775,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,389,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$716,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$456,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$184,814
Contract administrator fees2010-12-31$3,065
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY LLP
Accountancy firm EIN2010-12-31420714325
2009 : CRDF RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CRDF RETIREMENT PLAN AND TRUST

2022: CRDF RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CRDF RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CRDF RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CRDF RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CRDF RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CRDF RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CRDF RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CRDF RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CRDF RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CRDF RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CRDF RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CRDF RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CRDF RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3