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SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 401k Plan overview

Plan NameSPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN
Plan identification number 001

SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE SPHERE INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:THE SPHERE INSTITUTE
Employer identification number (EIN):911748201
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREGORY BORO
0012016-01-01JENNIFER LAU
0012015-01-01JENNIFER LAU
0012014-01-01JENNIFER LAU
0012013-01-01JENNIFER LAU
0012012-01-01JENNIFER LAU
0012011-01-01JENNIFER LAU
0012009-01-01OLIVER DINH

Plan Statistics for SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN

401k plan membership statisitcs for SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN

Measure Date Value
2022: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01810
Total number of active participants reported on line 7a of the Form 55002022-01-01618
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01276
Total of all active and inactive participants2022-01-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01894
Number of participants with account balances2022-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0178
2021: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01794
Total number of active participants reported on line 7a of the Form 55002021-01-01547
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01263
Total of all active and inactive participants2021-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01810
Number of participants with account balances2021-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0189
2020: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01686
Total number of active participants reported on line 7a of the Form 55002020-01-01531
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01263
Total of all active and inactive participants2020-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01794
Number of participants with account balances2020-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0138
2019: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01662
Total number of active participants reported on line 7a of the Form 55002019-01-01459
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01227
Total of all active and inactive participants2019-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01686
Number of participants with account balances2019-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01607
Total number of active participants reported on line 7a of the Form 55002018-01-01407
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01255
Total of all active and inactive participants2018-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01662
Number of participants with account balances2018-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0167
2017: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01562
Total number of active participants reported on line 7a of the Form 55002017-01-01373
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01234
Total of all active and inactive participants2017-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01607
Number of participants with account balances2017-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0160
2016: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01441
Total number of active participants reported on line 7a of the Form 55002016-01-01356
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01206
Total of all active and inactive participants2016-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01562
Number of participants with account balances2016-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0156
2015: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01382
Total number of active participants reported on line 7a of the Form 55002015-01-01293
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01148
Total of all active and inactive participants2015-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01441
Number of participants with account balances2015-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0159
2014: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01319
Total number of active participants reported on line 7a of the Form 55002014-01-01282
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01100
Total of all active and inactive participants2014-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01382
Number of participants with account balances2014-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0144
2013: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01297
Total number of active participants reported on line 7a of the Form 55002013-01-01244
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01318
Number of participants with account balances2013-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01252
Total number of active participants reported on line 7a of the Form 55002012-01-01236
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01295
Number of participants with account balances2012-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01174
Total number of active participants reported on line 7a of the Form 55002011-01-01197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01252
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0197
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01139
Number of participants with account balances2009-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN

Measure Date Value
2022 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,037,931
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,137,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,023,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,413,430
Value of total assets at end of year2022-12-31$45,786,024
Value of total assets at beginning of year2022-12-31$51,961,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$114,334
Total interest from all sources2022-12-31$11,152
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,328,240
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$1,328,240
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$4,565,898
Participant contributions at end of year2022-12-31$203,976
Participant contributions at beginning of year2022-12-31$258,829
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$156,453
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$768
Other income not declared elsewhere2022-12-31$20,756
Administrative expenses (other) incurred2022-12-31$114,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,175,299
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,786,024
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,961,323
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$45,582,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,702,494
Interest on participant loans2022-12-31$11,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,811,509
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$691,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,022,266
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 name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31950203625
2021 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,537,464
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,871,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,761,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,779,440
Value of total assets at end of year2021-12-31$51,961,323
Value of total assets at beginning of year2021-12-31$43,295,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$109,884
Total interest from all sources2021-12-31$10,231
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$902,028
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$902,028
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$4,118,777
Participant contributions at end of year2021-12-31$258,829
Participant contributions at beginning of year2021-12-31$132,728
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$202,784
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$341
Other income not declared elsewhere2021-12-31$647
Administrative expenses (other) incurred2021-12-31$109,884
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$8,665,944
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,961,323
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,295,379
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$51,702,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,778,762
Interest on participant loans2021-12-31$10,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$383,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$383,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,845,118
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$457,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,761,295
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 name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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$10,815,704
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,347,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,300,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,505,110
Value of total assets at end of year2020-12-31$43,295,379
Value of total assets at beginning of year2020-12-31$33,827,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,854
Total interest from all sources2020-12-31$5,780
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$718,349
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$718,349
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$3,467,426
Participant contributions at end of year2020-12-31$132,728
Participant contributions at beginning of year2020-12-31$89,611
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,877
Administrative expenses (other) incurred2020-12-31$46,854
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$9,467,987
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,295,379
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,827,392
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$42,778,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,092,264
Interest on participant loans2020-12-31$5,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$383,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$645,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$645,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,586,465
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,005,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,300,863
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 name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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 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$11,249,790
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,546,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,494,847
Value of total corrective distributions2019-12-31$30,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,694,289
Value of total assets at end of year2019-12-31$33,827,392
Value of total assets at beginning of year2019-12-31$24,124,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,533
Total interest from all sources2019-12-31$4,439
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$682,108
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$682,108
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,751,568
Participant contributions at end of year2019-12-31$89,611
Participant contributions at beginning of year2019-12-31$97,019
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,857
Administrative expenses (other) incurred2019-12-31$11,732
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$9,702,818
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,827,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,124,574
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$33,092,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,599,785
Interest on participant loans2019-12-31$4,439
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$645,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$295,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$295,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,868,954
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$1,924,864
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$132,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,494,847
Contract administrator fees2019-12-31$9,801
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 name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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$2,811,221
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$899,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$895,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,576,241
Value of total assets at end of year2018-12-31$24,124,574
Value of total assets at beginning of year2018-12-31$22,213,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,530
Total interest from all sources2018-12-31$9,273
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$521,671
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$521,671
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$2,570,365
Participant contributions at end of year2018-12-31$97,019
Participant contributions at beginning of year2018-12-31$118,312
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$84,671
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$1,911,558
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,124,574
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,213,016
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$23,599,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,807,842
Interest on participant loans2018-12-31$4,385
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$295,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$286,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$286,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,295,964
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$1,921,205
Employer contributions (assets) at end of year2018-12-31$132,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$895,133
Contract administrator fees2018-12-31$4,530
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 name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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$7,434,073
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$757,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$753,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,030,662
Value of total assets at end of year2017-12-31$22,213,016
Value of total assets at beginning of year2017-12-31$15,536,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,560
Total interest from all sources2017-12-31$6,030
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$389,987
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$389,987
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$2,195,756
Participant contributions at end of year2017-12-31$118,312
Participant contributions at beginning of year2017-12-31$51,397
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$190,946
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$6,676,286
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,213,016
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,536,730
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$21,807,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,295,297
Interest on participant loans2017-12-31$4,025
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$286,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$190,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$190,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,007,394
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,643,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$753,227
Contract administrator fees2017-12-31$4,560
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 name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,526,842
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$818,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$811,420
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$5,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,231,335
Value of total assets at end of year2016-12-31$15,536,730
Value of total assets at beginning of year2016-12-31$11,828,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,840
Total interest from all sources2016-12-31$2,763
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$293,717
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$293,717
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$1,806,116
Participant contributions at end of year2016-12-31$51,397
Participant contributions at beginning of year2016-12-31$49,711
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,072
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$3,708,393
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,536,730
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,828,337
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$15,295,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,682,668
Interest on participant loans2016-12-31$1,915
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$190,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$95,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$95,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$999,027
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,419,147
Employer contributions (assets) at end of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$811,420
Contract administrator fees2016-12-31$1,840
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 name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,602,470
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$209,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$207,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,747,496
Value of total assets at end of year2015-12-31$11,828,337
Value of total assets at beginning of year2015-12-31$9,434,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,500
Total interest from all sources2015-12-31$1,654
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$220,711
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$220,711
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$1,516,429
Participant contributions at end of year2015-12-31$49,711
Participant contributions at beginning of year2015-12-31$20,744
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,872
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$2,393,426
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,828,337
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,434,911
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$11,682,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,356,969
Interest on participant loans2015-12-31$1,607
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$95,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$57,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$57,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-367,391
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$1,190,195
Employer contributions (assets) at end of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$207,544
Contract administrator fees2015-12-31$1,500
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,182,537
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$311,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$294,166
Value of total corrective distributions2014-12-31$16,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,520,088
Value of total assets at end of year2014-12-31$9,434,911
Value of total assets at beginning of year2014-12-31$6,564,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,260
Total interest from all sources2014-12-31$505
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$164,818
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$164,818
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$1,371,670
Participant contributions at end of year2014-12-31$20,744
Participant contributions at beginning of year2014-12-31$6,962
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$48,266
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$2,870,538
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,434,911
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,564,373
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$9,356,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,332,595
Interest on participant loans2014-12-31$496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$57,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$224,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$224,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$497,126
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$1,100,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$294,166
Contract administrator fees2014-12-31$1,260
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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$2,925,846
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$490,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$483,725
Value of total corrective distributions2013-12-31$2,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,849,096
Value of total assets at end of year2013-12-31$6,564,373
Value of total assets at beginning of year2013-12-31$4,128,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,753
Total interest from all sources2013-12-31$146
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$174,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$174,836
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 period2013-12-31Yes
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$1,050,101
Participant contributions at end of year2013-12-31$6,962
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,733
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$2,435,621
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,564,373
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,128,752
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$6,332,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,457,170
Interest on participant loans2013-12-31$72
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$224,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$671,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$671,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$901,768
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$771,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$483,725
Contract administrator fees2013-12-31$3,753
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2012 401k financial data
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$1,418,412
Total of all expenses incurred2012-12-31$524,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$524,451
Value of total corrective distributions2012-12-31$459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$989,310
Value of total assets at end of year2012-12-31$4,128,752
Value of total assets at beginning of year2012-12-31$3,235,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40
Total interest from all sources2012-12-31$67
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$74,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$74,531
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$613,014
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$370
Administrative expenses (other) incurred2012-12-31$40
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$893,462
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,128,752
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,235,290
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$3,457,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,703,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$671,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$532,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$532,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$354,504
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$375,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$524,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2012-12-31952036255
2011 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2011 401k financial data
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$856,439
Total of all expenses incurred2011-12-31$337,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$331,308
Value of total corrective distributions2011-12-31$4,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$883,026
Value of total assets at end of year2011-12-31$3,235,290
Value of total assets at beginning of year2011-12-31$2,716,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,171
Total interest from all sources2011-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$65,381
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$65,381
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$70,000
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$500,631
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,808
Administrative expenses (other) incurred2011-12-31$2,171
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$518,533
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,235,290
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,716,757
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$2,703,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,455,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$532,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$261,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$261,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-92,006
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$348,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$331,308
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-12-31952036255
2010 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2010 401k financial data
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$1,109,230
Total of all expenses incurred2010-12-31$76,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$73,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$780,936
Value of total assets at end of year2010-12-31$2,716,757
Value of total assets at beginning of year2010-12-31$1,683,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,275
Total interest from all sources2010-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$38,884
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$38,884
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$70,000
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$423,986
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$83,348
Administrative expenses (other) incurred2010-12-31$3,275
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$1,032,855
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,716,757
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,683,902
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$2,455,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,550,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$261,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$133,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$133,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$289,373
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$273,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$73,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2010-12-31952036255
2009 : SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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 SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN

2022: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SPHERE INSTITUTE/ACUMEN LLC 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 filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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