CRI-HELP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CRI-HELP, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : CRI-HELP, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $796,700 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $61,281 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $57,726 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $602,991 |
| Value of total assets at end of year | 2023-12-31 | $1,490,914 |
| Value of total assets at beginning of year | 2023-12-31 | $755,495 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $3,555 |
| Total interest from all sources | 2023-12-31 | $594 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $102,500 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $329,072 |
| Participant contributions at end of year | 2023-12-31 | $15,218 |
| Participant contributions at beginning of year | 2023-12-31 | $3,693 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $17,087 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $735,419 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,490,914 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $755,495 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $1,475,696 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $751,802 |
| Interest on participant loans | 2023-12-31 | $594 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $193,115 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $256,832 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $57,726 |
| Contract administrator fees | 2023-12-31 | $3,555 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BPM LLP |
| Accountancy firm EIN | 2023-12-31 | 814234542 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $796,700 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $61,281 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $57,726 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $602,991 |
| Value of total assets at end of year | 2023-01-01 | $1,490,914 |
| Value of total assets at beginning of year | 2023-01-01 | $755,495 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $3,555 |
| Total interest from all sources | 2023-01-01 | $594 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $102,500 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $329,072 |
| Participant contributions at end of year | 2023-01-01 | $15,218 |
| Participant contributions at beginning of year | 2023-01-01 | $3,693 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $17,087 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $735,419 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,490,914 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $755,495 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $1,475,696 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $751,802 |
| Interest on participant loans | 2023-01-01 | $594 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $193,115 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $256,832 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $57,726 |
| Contract administrator fees | 2023-01-01 | $3,555 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BPM LLP |
| Accountancy firm EIN | 2023-01-01 | 814234542 |
| 2022 : CRI-HELP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $356,272 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $59,099 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $48,564 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $443,823 |
| Value of total assets at end of year | 2022-12-31 | $755,495 |
| Value of total assets at beginning of year | 2022-12-31 | $458,322 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,535 |
| Total interest from all sources | 2022-12-31 | $164 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $8,100 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $253,902 |
| Participant contributions at end of year | 2022-12-31 | $3,693 |
| Participant contributions at beginning of year | 2022-12-31 | $2,606 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $297,173 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $755,495 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $458,322 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $751,802 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $455,716 |
| Interest on participant loans | 2022-12-31 | $164 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $3,681 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-91,396 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $189,921 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $48,564 |
| Contract administrator fees | 2022-12-31 | $10,535 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BPM LLP |
| Accountancy firm EIN | 2022-12-31 | 814234542 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $356,272 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $59,099 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $48,564 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $443,823 |
| Value of total assets at end of year | 2022-01-01 | $755,495 |
| Value of total assets at beginning of year | 2022-01-01 | $458,322 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $10,535 |
| Total interest from all sources | 2022-01-01 | $164 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $8,100 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $253,902 |
| Participant contributions at end of year | 2022-01-01 | $3,693 |
| Participant contributions at beginning of year | 2022-01-01 | $2,606 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $297,173 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $755,495 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $458,322 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $751,802 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $455,716 |
| Interest on participant loans | 2022-01-01 | $164 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $3,681 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-91,396 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $189,921 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $48,564 |
| Contract administrator fees | 2022-01-01 | $10,535 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BPM LLP |
| Accountancy firm EIN | 2022-01-01 | 814234542 |
| 2021 : CRI-HELP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $423,908 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $27,628 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $23,450 |
| Value of total corrective distributions | 2021-12-31 | $1,739 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $393,830 |
| Value of total assets at end of year | 2021-12-31 | $458,322 |
| Value of total assets at beginning of year | 2021-12-31 | $62,042 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,439 |
| Total interest from all sources | 2021-12-31 | $32 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $8,100 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $211,165 |
| Participant contributions at end of year | 2021-12-31 | $2,606 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $396,280 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $458,322 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $62,042 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $455,716 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $62,042 |
| Interest on participant loans | 2021-12-31 | $32 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $30,046 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $182,665 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $23,450 |
| Contract administrator fees | 2021-12-31 | $2,439 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BPM LLP |
| Accountancy firm EIN | 2021-12-31 | 814234542 |
| 2020 : CRI-HELP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $62,043 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $60,826 |
| Value of total assets at end of year | 2020-12-31 | $62,042 |
| Value of total assets at beginning of year | 2020-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $8,200 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $31,710 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $62,042 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $62,042 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $62,042 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,217 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $29,116 |
| Contract administrator fees | 2020-12-31 | $1 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | BPM LLP |
| Accountancy firm EIN | 2020-12-31 | 814234542 |