Cato Research Llc 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2018. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Cato Research Llc 401(k) Plan Facts (plan year 2018)

Plan name
CATO RESEARCH LLC QUALIFIED RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CATO RESEARCH LLC
Participants
162 (113 active employees)
Former employees with a balance
52
Plan assets
$11,409,827 at Dec 31, 2018
Average account balance
$70,868 across 161 accounts
Employer contributions
$537,257 in plan year 2018 (41% of all contributions)
Plan year
Jan 1, 2018 – Dec 31, 2018
Plan established
Feb 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2018 (Jan 1, 2018 – Dec 31, 2018), filed Oct 14, 2019. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2018

  • $1.31 million went into the plan in contributions, $537,257 of it from the employer (41%).
  • $580,396 was paid out to participants.
  • Administrative expenses were $805, about $5 per account.

How the Cato Research Llc 401(k) changed, 2013–2018

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2013232$11.6 million$149,348$2.74 million
2014204$11.7 million—$1.30 million
2015178$10.3 million—$1.93 million
2016166$9.72 million—$1.88 million
2017159$11.8 million$258,147$589,337
2018162$11.4 million$537,257$580,396

Cato Research Llc 401(k) Contact Information

Phone
919-361-2286
Mailing address
4364 SOUTH ALSTON AVE SUITE 201, DURHAM NC 27713
Plan sponsor
CATO RESEARCH LLC
Employer identification number (EIN)
56-1608539
Plan number
001

Questions about the Cato Research Llc 401(k)

Is the Cato Research Llc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2018, and no later filing was found under this employer's EIN.

Does Cato Research Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2018 the employer contributed $537,257, 41% of all contributions.

Does the Cato Research Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Cato Research Llc 401(k) plan?

162 participants at the start of plan year 2018, 113 of them active employees, and 52 former employees who still had money in the plan.

What is the average 401(k) balance at Cato Research Llc?

About $70,868 per account: $11.4 million in plan assets across 161 accounts with a balance at the end of plan year 2018.

Who manages the Cato Research Llc 401(k) accounts?

ADP Retirement Services is the plan's recordkeeper, which is where participants log in to see their balance.

Related Companies
Headquarter: 4100 NORTH US HIGHWAY 33, CHURUBUSCO, IN, 46723
Headquarter: 1439 BUFFALO STREET, OLEAN, NY, 147601140
Headquarter: 2700 LAKE COOK ROAD, RIVERWOODS, IL, 600153867
Headquarter: 37 W. BROAD STREET HP0600, COLUMBUS, OH, 43215
Headquarter: 379 THORNALL STREET 4TH FLOOR, EDISON, NJ, 08837