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RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY
Plan identification number 002

RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHARLES STARK DRAPER LABORATORY has sponsored the creation of one or more 401k plans.

Company Name:CHARLES STARK DRAPER LABORATORY
Employer identification number (EIN):042505372
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01JENNIFER BULENS
0022022-07-01
0022022-07-01JUDITH HARDING
0022021-07-01
0022021-07-01JENNIFER J. BULENS
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022017-07-01
0022016-07-01
0022016-07-01ELIZABETH MORA2018-04-17
0022016-07-01ELIZABETH MORA2018-04-13
0022015-07-01DEBRA EDWARDS DEBRA EDWARDS2017-04-14
0022014-07-01DEBRA EDWARDS
0022013-07-01ELIZABETH MORA ELIZABETH MORA2015-04-02
0022012-07-01ELIZABETH MORA ELIZABETH MORA2014-04-10
0022011-07-01ELIZABETH MORA ELIZABETH MORA2013-03-27
0022009-07-01ELIZABETH MORA

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY

Measure Date Value
2023 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$4,262,502
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$5,037,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$4,434,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$3,030,000
Value of total assets at end of year2023-06-30$92,946,327
Value of total assets at beginning of year2023-06-30$93,721,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$602,882
Total interest from all sources2023-06-30$32,240
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$2,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Administrative expenses (other) incurred2023-06-30$361,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-774,911
Value of net assets at end of year (total assets less liabilities)2023-06-30$92,946,327
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$93,721,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$241,493
Interest earned on other investments2023-06-30$32,240
Value of interest in common/collective trusts at end of year2023-06-30$89,154,167
Value of interest in common/collective trusts at beginning of year2023-06-30$90,619,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$33,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$34,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$34,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$728,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$742,797
Net investment gain or loss from common/collective trusts2023-06-30$1,200,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$3,030,000
Employer contributions (assets) at end of year2023-06-30$3,030,000
Employer contributions (assets) at beginning of year2023-06-30$2,324,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$4,434,531
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30CARON & BLETZER
Accountancy firm EIN2023-06-30043499945
2022 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-01$0
Total income from all sources (including contributions)2022-07-01$4,262,502
Total loss/gain on sale of assets2022-07-01$0
Total of all expenses incurred2022-07-01$5,037,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-01$4,434,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-01$3,030,000
Value of total assets at end of year2022-07-01$92,946,327
Value of total assets at beginning of year2022-07-01$93,721,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-01$602,882
Total interest from all sources2022-07-01$32,240
Total dividends received (eg from common stock, registered investment company shares)2022-07-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-01No
Was this plan covered by a fidelity bond2022-07-01Yes
Value of fidelity bond cover2022-07-01$2,000,000
If this is an individual account plan, was there a blackout period2022-07-01No
Were there any nonexempt tranactions with any party-in-interest2022-07-01No
Administrative expenses (other) incurred2022-07-01$361,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-01No
Value of net income/loss2022-07-01$-774,911
Value of net assets at end of year (total assets less liabilities)2022-07-01$92,946,327
Value of net assets at beginning of year (total assets less liabilities)2022-07-01$93,721,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-01No
Were any leases to which the plan was party in default or uncollectible2022-07-01No
Investment advisory and management fees2022-07-01$241,493
Interest earned on other investments2022-07-01$32,240
Value of interest in common/collective trusts at end of year2022-07-01$89,154,167
Value of interest in common/collective trusts at beginning of year2022-07-01$90,619,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-07-01$33,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-07-01$728,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-07-01$742,797
Net investment gain or loss from common/collective trusts2022-07-01$1,200,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-01No
Was there a failure to transmit to the plan any participant contributions2022-07-01No
Has the plan failed to provide any benefit when due under the plan2022-07-01No
Contributions received in cash from employer2022-07-01$3,030,000
Employer contributions (assets) at end of year2022-07-01$3,030,000
Employer contributions (assets) at beginning of year2022-07-01$2,324,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-01$4,434,531
Did the plan have assets held for investment2022-07-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-01No
Opinion of an independent qualified public accountant for this plan2022-07-011
Accountancy firm name2022-07-01CARON & BLETZER
Accountancy firm EIN2022-07-01043499945
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-15,074,896
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$5,052,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,468,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,324,000
Value of total assets at end of year2022-06-30$93,721,238
Value of total assets at beginning of year2022-06-30$113,848,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$583,280
Total interest from all sources2022-06-30$21,377
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 year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Administrative expenses (other) incurred2022-06-30$271,584
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-20,127,000
Value of net assets at end of year (total assets less liabilities)2022-06-30$93,721,238
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$113,848,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$311,696
Interest earned on other investments2022-06-30$21,377
Value of interest in common/collective trusts at end of year2022-06-30$90,619,495
Value of interest in common/collective trusts at beginning of year2022-06-30$109,268,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$34,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$742,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$728,004
Net investment gain or loss from common/collective trusts2022-06-30$-17,420,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,324,000
Employer contributions (assets) at end of year2022-06-30$2,324,000
Employer contributions (assets) at beginning of year2022-06-30$3,851,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$4,468,824
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CARON & BLETZER
Accountancy firm EIN2022-06-30043499945
2021 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$23,941,472
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$4,921,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$4,055,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,851,000
Value of total assets at end of year2021-06-30$113,848,238
Value of total assets at beginning of year2021-06-30$94,828,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$866,490
Total interest from all sources2021-06-30$25,900
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Administrative expenses (other) incurred2021-06-30$528,455
Total non interest bearing cash at end of year2021-06-30$781
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$19,019,777
Value of net assets at end of year (total assets less liabilities)2021-06-30$113,848,238
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$94,828,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$338,035
Interest earned on other investments2021-06-30$25,900
Value of interest in common/collective trusts at end of year2021-06-30$109,268,453
Value of interest in common/collective trusts at beginning of year2021-06-30$90,674,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$27,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$27,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$728,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$727,864
Net investment gain or loss from common/collective trusts2021-06-30$20,064,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$3,851,000
Employer contributions (assets) at end of year2021-06-30$3,851,000
Employer contributions (assets) at beginning of year2021-06-30$3,399,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,055,205
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CARON & BLETZER
Accountancy firm EIN2021-06-30043499945
2020 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$8,840,176
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$4,417,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,836,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,399,000
Value of total assets at end of year2020-06-30$94,828,461
Value of total assets at beginning of year2020-06-30$90,405,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$581,267
Total interest from all sources2020-06-30$22,823
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$581,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$4,422,557
Value of net assets at end of year (total assets less liabilities)2020-06-30$94,828,461
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$90,405,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$79,851,188
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$7,229,626
Interest earned on other investments2020-06-30$22,557
Value of interest in common/collective trusts at end of year2020-06-30$90,674,272
Value of interest in common/collective trusts at beginning of year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$27,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$727,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$893,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-205,492
Net investment gain/loss from pooled separate accounts2020-06-30$84,436
Net investment gain or loss from common/collective trusts2020-06-30$5,539,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,399,000
Employer contributions (assets) at end of year2020-06-30$3,399,000
Employer contributions (assets) at beginning of year2020-06-30$2,432,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,836,352
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CARON & BLETZER
Accountancy firm EIN2020-06-30043499945
2019 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$7,468,955
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$4,716,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$4,215,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,433,222
Value of total assets at end of year2019-06-30$90,405,904
Value of total assets at beginning of year2019-06-30$87,653,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$500,825
Total interest from all sources2019-06-30$63,291
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$500,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,752,784
Value of net assets at end of year (total assets less liabilities)2019-06-30$90,405,904
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$87,653,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$79,851,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$74,082,017
Value of interest in pooled separate accounts at end of year2019-06-30$7,229,626
Value of interest in pooled separate accounts at beginning of year2019-06-30$8,468,413
Interest earned on other investments2019-06-30$63,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$893,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,172,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$4,611,229
Net investment gain/loss from pooled separate accounts2019-06-30$361,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,433,222
Employer contributions (assets) at end of year2019-06-30$2,432,000
Employer contributions (assets) at beginning of year2019-06-30$1,930,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,215,346
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CARON & BLETZER
Accountancy firm EIN2019-06-30043499945
2018 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$8,530,978
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$3,667,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,197,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,930,100
Value of total assets at end of year2018-06-30$87,653,120
Value of total assets at beginning of year2018-06-30$82,789,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$470,655
Total interest from all sources2018-06-30$188,477
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Other income not declared elsewhere2018-06-30$233,700
Administrative expenses (other) incurred2018-06-30$470,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,863,322
Value of net assets at end of year (total assets less liabilities)2018-06-30$87,653,120
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$82,789,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$74,082,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$67,735,995
Value of interest in pooled separate accounts at end of year2018-06-30$8,468,413
Value of interest in pooled separate accounts at beginning of year2018-06-30$8,061,628
Interest earned on other investments2018-06-30$188,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,172,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$6,542,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$5,771,916
Net investment gain/loss from pooled separate accounts2018-06-30$406,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,930,100
Employer contributions (assets) at end of year2018-06-30$1,930,100
Employer contributions (assets) at beginning of year2018-06-30$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,197,001
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CARON & BLETZER
Accountancy firm EIN2018-06-30043499945
2017 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$12,475,471
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$34,473,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$34,473,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$450,000
Value of total assets at end of year2017-06-30$82,789,798
Value of total assets at beginning of year2017-06-30$104,788,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$669,516
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-21,998,491
Value of net assets at end of year (total assets less liabilities)2017-06-30$82,789,798
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$104,788,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$67,735,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$73,716,188
Value of interest in pooled separate accounts at end of year2017-06-30$8,061,628
Value of interest in pooled separate accounts at beginning of year2017-06-30$10,355,673
Interest earned on other investments2017-06-30$669,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$6,542,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$20,716,428
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$19,168,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$11,355,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$450,000
Employer contributions (assets) at end of year2017-06-30$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$15,305,162
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CARON & BLETZER
Accountancy firm EIN2017-06-30043499945
2016 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,225,573
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$4,704,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$4,704,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$104,788,289
Value of total assets at beginning of year2016-06-30$108,266,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$814,981
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-3,478,457
Value of net assets at end of year (total assets less liabilities)2016-06-30$104,788,289
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$108,266,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$73,716,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$75,071,967
Value of interest in pooled separate accounts at end of year2016-06-30$10,355,673
Value of interest in pooled separate accounts at beginning of year2016-06-30$10,164,557
Interest earned on other investments2016-06-30$814,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$20,716,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$23,030,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$410,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,704,030
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CARON & BLETZER
Accountancy firm EIN2016-06-30043499945
2015 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$4,255,216
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$4,295,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$4,295,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$108,266,746
Value of total assets at beginning of year2015-06-30$108,307,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$883,685
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-40,408
Value of net assets at end of year (total assets less liabilities)2015-06-30$108,266,746
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$108,307,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$75,071,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$75,205,440
Value of interest in pooled separate accounts at end of year2015-06-30$10,164,557
Value of interest in pooled separate accounts at beginning of year2015-06-30$8,704,029
Interest earned on other investments2015-06-30$883,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$23,030,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$24,397,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$3,371,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,295,624
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CARON & BLETZER
Accountancy firm EIN2015-06-30043499945
2014 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$13,969,681
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$4,404,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$4,404,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$108,307,154
Value of total assets at beginning of year2014-06-30$98,741,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$795,982
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$9,565,617
Value of net assets at end of year (total assets less liabilities)2014-06-30$108,307,154
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$98,741,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$75,205,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$72,794,756
Value of interest in pooled separate accounts at end of year2014-06-30$8,704,029
Value of interest in pooled separate accounts at beginning of year2014-06-30$6,674,319
Interest earned on other investments2014-06-30$795,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$24,397,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$19,272,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$13,173,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$4,404,064
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CARON & BLETZER
Accountancy firm EIN2014-06-30043499945
2013 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$9,009,519
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$4,107,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$4,107,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$9,443
Value of total assets at end of year2013-06-30$98,741,537
Value of total assets at beginning of year2013-06-30$93,839,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$703,347
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,902,102
Value of net assets at end of year (total assets less liabilities)2013-06-30$98,741,537
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$93,839,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$72,794,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$67,751,258
Value of interest in pooled separate accounts at end of year2013-06-30$6,674,319
Value of interest in pooled separate accounts at beginning of year2013-06-30$5,998,281
Interest earned on other investments2013-06-30$703,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$19,272,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$19,339,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$8,296,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$9,443
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$4,107,417
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CARON & BLETZER
Accountancy firm EIN2013-06-30043499945
2012 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$5,528,248
Total of all expenses incurred2012-06-30$3,765,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,765,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,917,762
Value of total assets at end of year2012-06-30$93,839,435
Value of total assets at beginning of year2012-06-30$92,076,265
Total interest from all sources2012-06-30$736,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,763,170
Value of net assets at end of year (total assets less liabilities)2012-06-30$93,839,435
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$92,076,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$67,751,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$71,704,719
Value of interest in pooled separate accounts at end of year2012-06-30$5,998,281
Value of interest in pooled separate accounts at beginning of year2012-06-30$4,825,963
Interest earned on other investments2012-06-30$736,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$19,339,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$15,248,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$873,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,917,762
Employer contributions (assets) at end of year2012-06-30$750,000
Employer contributions (assets) at beginning of year2012-06-30$297,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,765,078
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CARON & BLETZER
Accountancy firm EIN2012-06-30043499945
2011 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,023,243
Total income from all sources (including contributions)2011-06-30$16,021,910
Total loss/gain on sale of assets2011-06-30$14,017,159
Total of all expenses incurred2011-06-30$3,545,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,545,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,320,243
Value of total assets at end of year2011-06-30$92,076,265
Value of total assets at beginning of year2011-06-30$80,623,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$684,508
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$1,023,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$12,476,045
Value of net assets at end of year (total assets less liabilities)2011-06-30$92,076,265
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$79,600,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$71,704,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$64,180,456
Value of interest in pooled separate accounts at end of year2011-06-30$4,825,963
Value of interest in pooled separate accounts at beginning of year2011-06-30$360,200
Interest earned on other investments2011-06-30$684,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$15,248,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$16,082,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,320,243
Employer contributions (assets) at end of year2011-06-30$297,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,545,865
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$14,017,159
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CARON & BLETZER
Accountancy firm EIN2011-06-30043499945

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY

2022: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 1
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberX-FT22
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberX-FT22
Policy instance 1
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberX-FT22
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberX-FT22
Policy instance 1
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberX-FT22
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 1
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberX-FT22
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 1
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberX-FT22
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberX-FT22
Policy instance 1

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