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CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameCRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN
Plan identification number 001

CRITERIA LABS, INC. 401(K) & PROFIT SHARING 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

CRITERIA LABS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CRITERIA LABS, INC.
Employer identification number (EIN):742887295
NAIC Classification:334410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN LABOS2024-06-21 KAREN LABOS2024-06-21
0012022-01-01KAREN LABOS2023-07-06
0012021-01-01SONYA GONZALEZ2022-06-24 SONYA GONZALEZ2022-06-24
0012020-01-01CATHERINE BRAVARD2021-08-13
0012019-01-01ROBERT B. WALLACE2020-09-29 ROBERT B. WALLACE2020-09-29
0012018-01-01CATHERINE BRAVARD2019-10-10 CATHERINE BRAVARD2019-10-10
0012017-01-01CATHERINE BRAVARD2018-10-11
0012016-01-01DOUG MYRON, PRESIDENT2017-10-13
0012015-01-01DOUG MYRON, PRESIDENT2016-10-13
0012013-01-01DOUG MYRON, PRESIDENT2014-07-10
0012012-01-01DOUG MYRON, PRESIDENT2013-06-25
0012011-01-01DOUG MYRON, PRESIDENT2012-05-09
0012010-01-01DOUG MYRON, PRESIDENT2011-05-16

Plan Statistics for CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2025: CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-3053
Total number of particpants at end of year2025-09-3043
Number of Participants With Account Balances2025-09-3013
2024: CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2153
Total number of particpants at end of year2024-06-2153
Number of Participants With Account Balances2024-06-2114
2022: CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2451
Total number of particpants at end of year2022-06-2451
Number of Participants With Account Balances2022-06-2414

Financial Data on CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2025 : CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-30159557
Net assets as of the end of the plan year2025-09-30225342
Total assets as of the beginning of the plan year2025-09-30326544
Value of plan covered by a fidelity bond2025-09-30250000
Other income to plan in this plan year2025-09-3058355
Plan net income in this plan year2025-09-30-101202
Net assets as of the end of the plan year2025-09-30225342
Net assets as of the beginning of the plan year2025-09-30326544
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-303260
2024 : CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2123392
Net assets as of the end of the plan year2024-06-21326544
Total assets as of the beginning of the plan year2024-06-21284937
Value of plan covered by a fidelity bond2024-06-21250000
Other income to plan in this plan year2024-06-2164999
Plan net income in this plan year2024-06-2141607
Net assets as of the end of the plan year2024-06-21326544
Net assets as of the beginning of the plan year2024-06-21284937
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-213394
2022 : CRITERIA LABS, INC. 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-243892
Net assets as of the end of the plan year2022-06-24389877
Total assets as of the beginning of the plan year2022-06-24331327
Value of plan covered by a fidelity bond2022-06-24250000
Other income to plan in this plan year2022-06-2462442
Plan net income in this plan year2022-06-2458550
Net assets as of the end of the plan year2022-06-24389877
Net assets as of the beginning of the plan year2022-06-24331327
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-243892

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