401k Plan data: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN plan

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN
Plan identification number	001

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

COMMUNITY RESEARCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY RESEARCH FOUNDATION

Employer identification number (EIN): 953248148

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 BOB MARCHETTI
001 2015-07-01 BOB MARCHETTI
001 2014-07-01 BOB MARCHETTI
001 2013-07-01 BOB MARCHETTI
001 2012-07-01 BOB MARCHETTI
001 2011-07-01 BOB MARCHETTI
001 2010-07-01 BOB MARCHETTI
001 2009-07-01 BOB MARCHETTI
001 2009-07-01 BOB MARCHETTI

Plan Statistics for COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2021: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,552
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 911
Number of retired or separated participants receiving benefits 2021-07-01 8
Number of other retired or separated participants entitled to future benefits 2021-07-01 678
Total of all active and inactive participants 2021-07-01 1,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 3
Total participants 2021-07-01 1,600
Number of participants with account balances 2021-07-01 1,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 316
2020: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,490
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 895
Number of retired or separated participants receiving benefits 2020-07-01 3
Number of other retired or separated participants entitled to future benefits 2020-07-01 651
Total of all active and inactive participants 2020-07-01 1,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 3
Total participants 2020-07-01 1,552
Number of participants with account balances 2020-07-01 1,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 83
2019: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,375
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 968
Number of retired or separated participants receiving benefits 2019-07-01 6
Number of other retired or separated participants entitled to future benefits 2019-07-01 505
Total of all active and inactive participants 2019-07-01 1,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 4
Total participants 2019-07-01 1,483
Number of participants with account balances 2019-07-01 1,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 59
2018: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,278
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 885
Number of retired or separated participants receiving benefits 2018-07-01 5
Number of other retired or separated participants entitled to future benefits 2018-07-01 479
Total of all active and inactive participants 2018-07-01 1,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 4
Total participants 2018-07-01 1,373
Number of participants with account balances 2018-07-01 1,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 47
2017: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 967
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 823
Number of retired or separated participants receiving benefits 2017-07-01 3
Number of other retired or separated participants entitled to future benefits 2017-07-01 417
Total of all active and inactive participants 2017-07-01 1,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 1,244
Number of participants with account balances 2017-07-01 1,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 43
2016: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 827
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 488
Number of retired or separated participants receiving benefits 2016-07-01 2
Number of other retired or separated participants entitled to future benefits 2016-07-01 471
Total of all active and inactive participants 2016-07-01 961
Total participants 2016-07-01 961
Number of participants with account balances 2016-07-01 916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 126
2015: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 747
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 438
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 389
Total of all active and inactive participants 2015-07-01 828
Total participants 2015-07-01 828
Number of participants with account balances 2015-07-01 827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 89
2014: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 749
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 339
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 407
Total of all active and inactive participants 2014-07-01 747
Total participants 2014-07-01 747
Number of participants with account balances 2014-07-01 747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 55
2013: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 610
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 395
Number of retired or separated participants receiving benefits 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 352
Total of all active and inactive participants 2013-07-01 748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 749
Number of participants with account balances 2013-07-01 749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 55
2012: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 537
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 313
Number of retired or separated participants receiving benefits 2012-07-01 1
Number of other retired or separated participants entitled to future benefits 2012-07-01 298
Total of all active and inactive participants 2012-07-01 612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 613
Number of participants with account balances 2012-07-01 610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 35
2011: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 537
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 427
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 336
Total of all active and inactive participants 2011-07-01 764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 3
Total participants 2011-07-01 767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 37
2010: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 327
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 319
Number of retired or separated participants receiving benefits 2010-07-01 1
Number of other retired or separated participants entitled to future benefits 2010-07-01 245
Total of all active and inactive participants 2010-07-01 565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 1
Total participants 2010-07-01 566
Number of participants with account balances 2010-07-01 537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 28
2009: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 226
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 293
Number of other retired or separated participants entitled to future benefits 2009-07-01 33
Total of all active and inactive participants 2009-07-01 326
Total participants 2009-07-01 326
Number of participants with account balances 2009-07-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 20

Measure	Date	Value
2021: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,552
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	911
Number of retired or separated participants receiving benefits	2021-07-01	8
Number of other retired or separated participants entitled to future benefits	2021-07-01	678
Total of all active and inactive participants	2021-07-01	1,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	3
Total participants	2021-07-01	1,600
Number of participants with account balances	2021-07-01	1,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	316
2020: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,490
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	895
Number of retired or separated participants receiving benefits	2020-07-01	3
Number of other retired or separated participants entitled to future benefits	2020-07-01	651
Total of all active and inactive participants	2020-07-01	1,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	3
Total participants	2020-07-01	1,552
Number of participants with account balances	2020-07-01	1,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	83
2019: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,375
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	968
Number of retired or separated participants receiving benefits	2019-07-01	6
Number of other retired or separated participants entitled to future benefits	2019-07-01	505
Total of all active and inactive participants	2019-07-01	1,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	4
Total participants	2019-07-01	1,483
Number of participants with account balances	2019-07-01	1,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	59
2018: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,278
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	885
Number of retired or separated participants receiving benefits	2018-07-01	5
Number of other retired or separated participants entitled to future benefits	2018-07-01	479
Total of all active and inactive participants	2018-07-01	1,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	4
Total participants	2018-07-01	1,373
Number of participants with account balances	2018-07-01	1,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	47
2017: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	967
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	823
Number of retired or separated participants receiving benefits	2017-07-01	3
Number of other retired or separated participants entitled to future benefits	2017-07-01	417
Total of all active and inactive participants	2017-07-01	1,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	1,244
Number of participants with account balances	2017-07-01	1,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	43
2016: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	827
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	488
Number of retired or separated participants receiving benefits	2016-07-01	2
Number of other retired or separated participants entitled to future benefits	2016-07-01	471
Total of all active and inactive participants	2016-07-01	961
Total participants	2016-07-01	961
Number of participants with account balances	2016-07-01	916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	126
2015: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	747
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	438
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	389
Total of all active and inactive participants	2015-07-01	828
Total participants	2015-07-01	828
Number of participants with account balances	2015-07-01	827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	89
2014: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	749
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	339
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	407
Total of all active and inactive participants	2014-07-01	747
Total participants	2014-07-01	747
Number of participants with account balances	2014-07-01	747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	55
2013: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	610
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	395
Number of retired or separated participants receiving benefits	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	352
Total of all active and inactive participants	2013-07-01	748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	749
Number of participants with account balances	2013-07-01	749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	55
2012: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	537
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	313
Number of retired or separated participants receiving benefits	2012-07-01	1
Number of other retired or separated participants entitled to future benefits	2012-07-01	298
Total of all active and inactive participants	2012-07-01	612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	613
Number of participants with account balances	2012-07-01	610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	35
2011: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	537
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	427
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	336
Total of all active and inactive participants	2011-07-01	764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	3
Total participants	2011-07-01	767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	37
2010: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	327
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	319
Number of retired or separated participants receiving benefits	2010-07-01	1
Number of other retired or separated participants entitled to future benefits	2010-07-01	245
Total of all active and inactive participants	2010-07-01	565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	1
Total participants	2010-07-01	566
Number of participants with account balances	2010-07-01	537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	28
2009: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	226
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	293
Number of other retired or separated participants entitled to future benefits	2009-07-01	33
Total of all active and inactive participants	2009-07-01	326
Total participants	2009-07-01	326
Number of participants with account balances	2009-07-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	20

Financial Data on COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2022 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-143,228
Total of all expenses incurred	2022-06-30	$3,355,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$3,178,075
Expenses. Certain deemed distributions of participant loans	2022-06-30	$40,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$3,808,938
Value of total assets at end of year	2022-06-30	$27,666,225
Value of total assets at beginning of year	2022-06-30	$31,164,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$137,416
Total interest from all sources	2022-06-30	$70,584
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$0
Administrative expenses professional fees incurred	2022-06-30	$18,000
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,824,230
Participant contributions at end of year	2022-06-30	$424,602
Participant contributions at beginning of year	2022-06-30	$380,760
Participant contributions at end of year	2022-06-30	$75,744
Participant contributions at beginning of year	2022-06-30	$86,399
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$72,084
Administrative expenses (other) incurred	2022-06-30	$73,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-3,498,750
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$27,666,225
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$31,164,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$46,125
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$22,609,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$26,816,527
Interest on participant loans	2022-06-30	$19,135
Interest earned on other investments	2022-06-30	$51,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$2,643,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$2,223,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-4,022,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,912,624
Employer contributions (assets) at end of year	2022-06-30	$1,912,624
Employer contributions (assets) at beginning of year	2022-06-30	$1,657,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$3,178,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2022-06-30	950858589
2021 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$9,715,747
Total of all expenses incurred	2021-06-30	$2,061,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,885,176
Expenses. Certain deemed distributions of participant loans	2021-06-30	$34,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$3,531,470
Value of total assets at end of year	2021-06-30	$31,164,975
Value of total assets at beginning of year	2021-06-30	$23,511,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$141,965
Total interest from all sources	2021-06-30	$74,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Administrative expenses professional fees incurred	2021-06-30	$17,500
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,804,131
Participant contributions at end of year	2021-06-30	$380,760
Participant contributions at beginning of year	2021-06-30	$408,795
Participant contributions at end of year	2021-06-30	$86,399
Participant contributions at beginning of year	2021-06-30	$141,088
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$69,454
Administrative expenses (other) incurred	2021-06-30	$95,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$7,653,833
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$31,164,975
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$23,511,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$28,706
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$26,816,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$19,197,259
Interest on participant loans	2021-06-30	$20,202
Interest earned on other investments	2021-06-30	$54,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$2,223,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$2,166,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$6,109,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,657,885
Employer contributions (assets) at end of year	2021-06-30	$1,657,885
Employer contributions (assets) at beginning of year	2021-06-30	$1,597,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,885,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2021-06-30	950858589
2020 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$4,115,417
Total of all expenses incurred	2020-06-30	$2,298,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,149,765
Expenses. Certain deemed distributions of participant loans	2020-06-30	$22,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$3,256,772
Value of total assets at end of year	2020-06-30	$23,511,142
Value of total assets at beginning of year	2020-06-30	$21,693,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$125,290
Total interest from all sources	2020-06-30	$74,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,596,736
Participant contributions at end of year	2020-06-30	$408,795
Participant contributions at beginning of year	2020-06-30	$324,012
Participant contributions at end of year	2020-06-30	$141,088
Participant contributions at beginning of year	2020-06-30	$88,252
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$63,003
Administrative expenses (other) incurred	2020-06-30	$95,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,817,409
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$23,511,142
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$21,693,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$29,900
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$19,197,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$17,647,529
Interest on participant loans	2020-06-30	$18,223
Interest earned on other investments	2020-06-30	$56,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$2,166,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,142,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$783,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,597,033
Employer contributions (assets) at end of year	2020-06-30	$1,597,033
Employer contributions (assets) at beginning of year	2020-06-30	$1,491,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,149,765
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2020-06-30	950858589
2019 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$4,099,697
Total of all expenses incurred	2019-06-30	$3,261,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$3,115,166
Expenses. Certain deemed distributions of participant loans	2019-06-30	$17,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,908,668
Value of total assets at end of year	2019-06-30	$21,693,733
Value of total assets at beginning of year	2019-06-30	$20,855,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$128,820
Total interest from all sources	2019-06-30	$75,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,252,753
Participant contributions at end of year	2019-06-30	$324,012
Participant contributions at beginning of year	2019-06-30	$271,076
Participant contributions at end of year	2019-06-30	$88,252
Participant contributions at beginning of year	2019-06-30	$64,414
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$164,062
Administrative expenses (other) incurred	2019-06-30	$90,020
Total non interest bearing cash at beginning of year	2019-06-30	$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	2019-06-30	No
Value of net income/loss	2019-06-30	$838,599
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$21,693,733
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$20,855,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$38,800
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$17,647,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$16,679,998
Interest on participant loans	2019-06-30	$13,541
Interest earned on other investments	2019-06-30	$61,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,142,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,532,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$1,115,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,491,853
Employer contributions (assets) at end of year	2019-06-30	$1,491,853
Employer contributions (assets) at beginning of year	2019-06-30	$1,307,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$3,115,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2019-06-30	950858589
2018 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$4,280,852
Total of all expenses incurred	2018-06-30	$1,420,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,290,240
Expenses. Certain deemed distributions of participant loans	2018-06-30	$28,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$2,779,626
Value of total assets at end of year	2018-06-30	$20,855,134
Value of total assets at beginning of year	2018-06-30	$17,994,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$102,098
Total interest from all sources	2018-06-30	$73,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,038,371
Participant contributions at end of year	2018-06-30	$271,076
Participant contributions at beginning of year	2018-06-30	$249,474
Participant contributions at end of year	2018-06-30	$64,414
Participant contributions at beginning of year	2018-06-30	$33,721
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$434,216
Administrative expenses (other) incurred	2018-06-30	$102,098
Total non interest bearing cash at end of year	2018-06-30	$0
Total non interest bearing cash at beginning of year	2018-06-30	$14,442,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$2,860,263
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$20,855,134
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$17,994,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$16,679,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,394,013
Interest on participant loans	2018-06-30	$10,390
Interest earned on other investments	2018-06-30	$63,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,532,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$753,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$1,427,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,307,039
Employer contributions (assets) at end of year	2018-06-30	$1,307,050
Employer contributions (assets) at beginning of year	2018-06-30	$1,121,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,290,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	Yes
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2018-06-30	950858589
2017 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$3,698,103
Total of all expenses incurred	2017-06-30	$1,709,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,653,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,902,162
Value of total assets at end of year	2017-06-30	$17,994,871
Value of total assets at beginning of year	2017-06-30	$16,006,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$56,754
Total interest from all sources	2017-06-30	$67,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$55,200
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$770,963
Participant contributions at end of year	2017-06-30	$249,474
Participant contributions at beginning of year	2017-06-30	$243,989
Participant contributions at end of year	2017-06-30	$33,721
Participant contributions at beginning of year	2017-06-30	$30,088
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$8,864
Administrative expenses (other) incurred	2017-06-30	$1,554
Total non interest bearing cash at end of year	2017-06-30	$14,442,436
Total non interest bearing cash at beginning of year	2017-06-30	$14,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,988,169
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$17,994,871
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$16,006,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,394,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$12,945,413
Interest on participant loans	2017-06-30	$8,042
Interest earned on other investments	2017-06-30	$59,778
Value of interest in common/collective trusts at end of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$753,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,776,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,728,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$1,122,335
Employer contributions (assets) at end of year	2017-06-30	$1,121,245
Employer contributions (assets) at beginning of year	2017-06-30	$996,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,653,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2017-06-30	950858589
2016 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$61
Total income from all sources (including contributions)	2016-06-30	$1,619,509
Total of all expenses incurred	2016-06-30	$688,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$648,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,708,437
Value of total assets at end of year	2016-06-30	$16,006,702
Value of total assets at beginning of year	2016-06-30	$15,075,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$40,427
Total interest from all sources	2016-06-30	$60,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$38,250
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$695,733
Participant contributions at end of year	2016-06-30	$243,989
Participant contributions at beginning of year	2016-06-30	$315,685
Participant contributions at end of year	2016-06-30	$30,088
Participant contributions at beginning of year	2016-06-30	$52,735
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$16,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$61
Administrative expenses (other) incurred	2016-06-30	$2,177
Total non interest bearing cash at end of year	2016-06-30	$14,229
Total non interest bearing cash at beginning of year	2016-06-30	$3,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$930,873
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$16,006,702
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$15,075,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$12,945,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$12,217,285
Interest on participant loans	2016-06-30	$9,832
Interest earned on other investments	2016-06-30	$51,053
Value of interest in common/collective trusts at end of year	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,776,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,564,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-149,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$996,617
Employer contributions (assets) at end of year	2016-06-30	$996,067
Employer contributions (assets) at beginning of year	2016-06-30	$922,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$648,209
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2016-06-30	950858589
2015 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$61
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$7,561
Total income from all sources (including contributions)	2015-06-30	$1,982,641
Total of all expenses incurred	2015-06-30	$1,051,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$965,432
Expenses. Certain deemed distributions of participant loans	2015-06-30	$41,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,520,037
Value of total assets at end of year	2015-06-30	$15,075,890
Value of total assets at beginning of year	2015-06-30	$14,152,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$44,439
Total interest from all sources	2015-06-30	$56,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$41,650
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$0
Amount contributed by the employer to the plan for this plan year	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$558,484
Participant contributions at end of year	2015-06-30	$315,685
Participant contributions at beginning of year	2015-06-30	$382,395
Participant contributions at end of year	2015-06-30	$52,735
Participant contributions at beginning of year	2015-06-30	$20,833
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$39,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$61
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$61
Administrative expenses (other) incurred	2015-06-30	$2,789
Liabilities. Value of operating payables at beginning of year	2015-06-30	$7,500
Total non interest bearing cash at end of year	2015-06-30	$3,583
Total non interest bearing cash at beginning of year	2015-06-30	$18,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$931,060
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$15,075,829
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$14,144,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$12,217,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$11,370,804
Interest on participant loans	2015-06-30	$9,291
Interest earned on other investments	2015-06-30	$46,811
Value of interest in common/collective trusts at end of year	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,564,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,440,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$406,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$922,210
Employer contributions (assets) at end of year	2015-06-30	$922,210
Employer contributions (assets) at beginning of year	2015-06-30	$919,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$965,432
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2015-06-30	950858589
2014 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-06-30	$715,576
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$7,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$61
Total income from all sources (including contributions)	2014-06-30	$3,273,137
Total of all expenses incurred	2014-06-30	$1,116,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,077,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,589,513
Value of total assets at end of year	2014-06-30	$14,152,330
Value of total assets at beginning of year	2014-06-30	$11,273,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$39,588
Total interest from all sources	2014-06-30	$52,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Administrative expenses professional fees incurred	2014-06-30	$36,060
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$0
Amount contributed by the employer to the plan for this plan year	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$457,915
Participant contributions at end of year	2014-06-30	$382,395
Participant contributions at beginning of year	2014-06-30	$309,265
Participant contributions at end of year	2014-06-30	$20,833
Participant contributions at beginning of year	2014-06-30	$19,001
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$200,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$61
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$61
Administrative expenses (other) incurred	2014-06-30	$3,528
Liabilities. Value of operating payables at end of year	2014-06-30	$7,500
Total non interest bearing cash at end of year	2014-06-30	$18,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$2,156,212
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$14,144,769
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$11,272,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$11,370,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$8,882,521
Interest on participant loans	2014-06-30	$10,684
Interest earned on other investments	2014-06-30	$41,621
Value of interest in common/collective trusts at end of year	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,440,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,280,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,631,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$931,250
Employer contributions (assets) at end of year	2014-06-30	$919,567
Employer contributions (assets) at beginning of year	2014-06-30	$781,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,077,337
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2014-06-30	950858589
2013 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$61
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$16,460
Total income from all sources (including contributions)	2013-06-30	$2,235,365
Total of all expenses incurred	2013-06-30	$514,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$511,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,365,882
Value of total assets at end of year	2013-06-30	$11,273,042
Value of total assets at beginning of year	2013-06-30	$9,568,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,525
Total interest from all sources	2013-06-30	$48,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$419,015
Participant contributions at end of year	2013-06-30	$309,265
Participant contributions at beginning of year	2013-06-30	$229,734
Participant contributions at end of year	2013-06-30	$19,001
Participant contributions at beginning of year	2013-06-30	$14,278
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$165,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$61
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$16,460
Administrative expenses (other) incurred	2013-06-30	$2,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,720,940
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$11,272,981
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$9,552,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$8,882,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$7,024,378
Interest on participant loans	2013-06-30	$6,468
Interest earned on other investments	2013-06-30	$42,172
Value of interest in common/collective trusts at end of year	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,280,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,575,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$820,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$781,339
Employer contributions (assets) at end of year	2013-06-30	$781,339
Employer contributions (assets) at beginning of year	2013-06-30	$724,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$511,900
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2013-06-30	950858589
2012 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$16,460
Total income from all sources (including contributions)	2012-06-30	$1,114,249
Total of all expenses incurred	2012-06-30	$435,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$433,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,098,944
Value of total assets at end of year	2012-06-30	$9,568,501
Value of total assets at beginning of year	2012-06-30	$8,872,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,918
Total interest from all sources	2012-06-30	$56,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$372,267
Participant contributions at end of year	2012-06-30	$229,734
Participant contributions at beginning of year	2012-06-30	$206,216
Participant contributions at end of year	2012-06-30	$14,278
Participant contributions at beginning of year	2012-06-30	$15,415
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$1,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$16,460
Administrative expenses (other) incurred	2012-06-30	$1,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$679,142
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$9,552,041
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$8,872,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$7,024,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$6,090,469
Interest on participant loans	2012-06-30	$7,123
Interest earned on other investments	2012-06-30	$49,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,575,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,816,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-41,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$724,706
Employer contributions (assets) at end of year	2012-06-30	$724,706
Employer contributions (assets) at beginning of year	2012-06-30	$743,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$433,189
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2012-06-30	950858589
2011 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$2,295,079
Total of all expenses incurred	2011-06-30	$257,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$256,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,214,434
Value of total assets at end of year	2011-06-30	$8,872,899
Value of total assets at beginning of year	2011-06-30	$6,835,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,413
Total interest from all sources	2011-06-30	$58,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$392,909
Participant contributions at end of year	2011-06-30	$206,216
Participant contributions at beginning of year	2011-06-30	$195,941
Participant contributions at end of year	2011-06-30	$15,415
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$71,243
Administrative expenses (other) incurred	2011-06-30	$1,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$2,037,639
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$8,872,899
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$6,835,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$6,090,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$4,159,473
Interest on participant loans	2011-06-30	$5,959
Interest earned on other investments	2011-06-30	$52,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,816,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,728,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$1,021,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$750,282
Employer contributions (assets) at end of year	2011-06-30	$743,918
Employer contributions (assets) at beginning of year	2011-06-30	$751,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$256,027
Did the plan have assets held for investment	2011-06-30	No
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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN	2011-06-30	950858589
2010 : COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0

Form 5500 Responses for COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN

2021: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

890995+006

Policy instance

Insurance contract or identification number	890995+006
Number of Individuals Covered	66
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $106
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $106
Insurance broker organization code?	4

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069872

Policy instance

Insurance contract or identification number	TA069872
Number of Individuals Covered	1412
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

890995+006

Policy instance

Insurance contract or identification number	890995+006
Number of Individuals Covered	150
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $115
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $115
Insurance broker organization code?	4

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069872

Policy instance

Insurance contract or identification number	TA069872
Number of Individuals Covered	1357
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

890995+006

Policy instance

Insurance contract or identification number	890995+006
Number of Individuals Covered	159
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $153
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $153
Insurance broker organization code?	4

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069872

Policy instance

Insurance contract or identification number	TA069872
Number of Individuals Covered	1294
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

890995+006

Policy instance

Insurance contract or identification number	890995+006
Number of Individuals Covered	168
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $180
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $180
Insurance broker organization code?	4

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069872

Policy instance

Insurance contract or identification number	TA069872
Number of Individuals Covered	1156
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA751107

Policy instance

Insurance contract or identification number	GA751107
Number of Individuals Covered	0
Insurance policy start date	2017-07-01
Insurance policy end date	2017-07-03
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

890995+006

Policy instance

Insurance contract or identification number	890995+006
Number of Individuals Covered	182
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $172
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069872

Policy instance

Insurance contract or identification number	TA069872
Number of Individuals Covered	1068
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

COMMUNITY RESEARCH COUNCIL, INC. 401(K) PLAN [EIN = 620671772]

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Company Name:	COMMUNITY RESEARCH FOUNDATION
Employer identification number (EIN):	953248148
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers