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20/20 RESEARCH, INC. 401(K) PLAN 401k Plan overview

Plan Name20/20 RESEARCH, INC. 401(K) PLAN
Plan identification number 001

20/20 RESEARCH, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

20/20 RESEARCH, INC. has sponsored the creation of one or more 401k plans.

Company Name:20/20 RESEARCH, INC.
Employer identification number (EIN):621271305
NAIC Classification:541910
NAIC Description:Marketing Research and Public Opinion Polling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 20/20 RESEARCH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN PFLUM
0012016-01-01JOHN PFLUM

Plan Statistics for 20/20 RESEARCH, INC. 401(K) PLAN

401k plan membership statisitcs for 20/20 RESEARCH, INC. 401(K) PLAN

Measure Date Value
2021: 20/20 RESEARCH, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01147
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 20/20 RESEARCH, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01147
Number of participants with account balances2020-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: 20/20 RESEARCH, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01151
Total number of active participants reported on line 7a of the Form 55002019-01-01123
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01148
Number of participants with account balances2019-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: 20/20 RESEARCH, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01159
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: 20/20 RESEARCH, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01150
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01167
Total participants2017-01-01167
Number of participants with account balances2017-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: 20/20 RESEARCH, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-01142
Number of retired or separated participants receiving benefits2016-01-018
Total of all active and inactive participants2016-01-01150
Total participants2016-01-01150
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012

Financial Data on 20/20 RESEARCH, INC. 401(K) PLAN

Measure Date Value
2021 : 20/20 RESEARCH, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total transfer of assets from this plan2021-03-31$4,340,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$317,855
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$177,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$177,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$149,739
Value of total assets at end of year2021-03-31$0
Value of total assets at beginning of year2021-03-31$4,200,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$0
Total interest from all sources2021-03-31$77
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$345,326
If this is an individual account plan, was there a blackout period2021-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$110,960
Participant contributions at end of year2021-03-31$0
Participant contributions at beginning of year2021-03-31$6,246
Participant contributions at end of year2021-03-31$0
Participant contributions at beginning of year2021-03-31$13,391
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$0
Total non interest bearing cash at end of year2021-03-31$0
Total non interest bearing cash at beginning of year2021-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Income. Non cash contributions2021-03-31$0
Value of net income/loss2021-03-31$140,423
Value of net assets at end of year (total assets less liabilities)2021-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$4,200,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$4,173,157
Interest on participant loans2021-03-31$77
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$168,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$38,779
Employer contributions (assets) at end of year2021-03-31$0
Employer contributions (assets) at beginning of year2021-03-31$7,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$177,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31Yes
Did the plan have assets held for investment2021-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31Yes
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31GREG LEMON CPA, PLLC
Accountancy firm EIN2021-03-31472342040
2020 : 20/20 RESEARCH, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$880,936
Total of all expenses incurred2020-12-31$1,541,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,541,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$507,325
Value of total assets at end of year2020-12-31$4,200,119
Value of total assets at beginning of year2020-12-31$4,860,884
Total interest from all sources2020-12-31$513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$419,827
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$363,625
Participant contributions at end of year2020-12-31$6,246
Participant contributions at beginning of year2020-12-31$9,735
Participant contributions at end of year2020-12-31$13,391
Participant contributions at beginning of year2020-12-31$12,784
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-660,765
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,200,119
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,860,884
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$4,173,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,833,513
Interest on participant loans2020-12-31$513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$373,098
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$137,071
Employer contributions (assets) at end of year2020-12-31$7,325
Employer contributions (assets) at beginning of year2020-12-31$4,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,541,701
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 name2020-12-31GREG LEMON, CPA, PLLC
Accountancy firm EIN2020-12-31472342040
2019 : 20/20 RESEARCH, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,575,155
Total of all expenses incurred2019-12-31$167,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$167,524
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$745,090
Value of total assets at end of year2019-12-31$4,860,884
Value of total assets at beginning of year2019-12-31$3,453,253
Total interest from all sources2019-12-31$2,329
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$486,088
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
Contributions received from participants2019-12-31$329,874
Participant contributions at end of year2019-12-31$9,735
Participant contributions at beginning of year2019-12-31$2,600
Participant contributions at end of year2019-12-31$12,784
Participant contributions at beginning of year2019-12-31$15,367
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$284,152
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,407,631
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,860,884
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,453,253
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 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$4,833,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,429,854
Interest on participant loans2019-12-31$2,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$827,736
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$131,064
Employer contributions (assets) at end of year2019-12-31$4,852
Employer contributions (assets) at beginning of year2019-12-31$5,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$167,524
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
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREG LEMON, CPA, PLLC
Accountancy firm EIN2019-12-31472342040
2018 : 20/20 RESEARCH, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$185,051
Total of all expenses incurred2018-12-31$65,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$55,684
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$483,817
Value of total assets at end of year2018-12-31$3,453,253
Value of total assets at beginning of year2018-12-31$3,334,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,191
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$345,326
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$335,931
Participant contributions at end of year2018-12-31$2,600
Participant contributions at end of year2018-12-31$15,367
Participant contributions at beginning of year2018-12-31$14,280
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$119,176
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,453,253
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,334,077
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$3,429,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,314,003
Interest on participant loans2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-298,766
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$139,710
Employer contributions (assets) at end of year2018-12-31$5,432
Employer contributions (assets) at beginning of year2018-12-31$5,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$55,684
Contract administrator fees2018-12-31$10,191
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 name2018-12-31GREG LEMON CPA, PLLC
Accountancy firm EIN2018-12-31472342040
2017 : 20/20 RESEARCH, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,434,642
Total of all expenses incurred2017-12-31$104,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$104,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$991,499
Value of total assets at end of year2017-12-31$3,334,077
Value of total assets at beginning of year2017-12-31$2,003,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$348,856
Participant contributions at end of year2017-12-31$14,280
Participant contributions at beginning of year2017-12-31$13,746
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$498,741
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$1,330,374
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,334,077
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,003,703
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$3,314,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,986,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$443,143
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$143,902
Employer contributions (assets) at end of year2017-12-31$5,794
Employer contributions (assets) at beginning of year2017-12-31$3,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$104,268
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-12-31560574444
2016 : 20/20 RESEARCH, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,120,924
Total of all expenses incurred2016-12-31$117,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$117,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,995,266
Value of total assets at end of year2016-12-31$2,003,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$296,782
Participant contributions at end of year2016-12-31$13,746
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,574,781
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$2,003,703
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,003,703
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$1,986,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$125,658
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$123,703
Employer contributions (assets) at end of year2016-12-31$3,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$117,221
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621

Form 5500 Responses for 20/20 RESEARCH, INC. 401(K) PLAN

2021: 20/20 RESEARCH, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 20/20 RESEARCH, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 20/20 RESEARCH, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 20/20 RESEARCH, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 20/20 RESEARCH, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 20/20 RESEARCH, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80444
Policy instance 1
Insurance contract or identification number350-80444
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80444
Policy instance 1
Insurance contract or identification number350-80444
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $181
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $181
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADVISOR
Insurance broker organization code?7

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