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FOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P 401k Plan overview

Plan NameFOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P
Plan identification number 001

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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)(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.
  • 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

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FOUNDATION FOR THE DEFENSE OF DEMOCRACIES, INC.
Employer identification number (EIN):134174402
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about FOUNDATION FOR THE DEFENSE OF DEMOCRACIES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2001-04-24
Company Identification Number: 2631533
Legal Registered Office Address: 28 LIBERTY ST.
New York
NEW YORK
United States of America (USA)
10005

More information about FOUNDATION FOR THE DEFENSE OF DEMOCRACIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM MCCARTHY2024-05-28
0012022-01-01WILLIAM MCCARTHY2023-05-16 WILLIAM MCCARTHY2023-05-16
0012021-01-01WILLIAM MCCARTHY2022-07-08 WILLIAM MCCARTHY2022-07-08
0012020-01-01WILLIAM MCCARTHY2021-07-19
0012018-01-01WILLIAM MCCARTHY2019-06-06
0012017-01-01WILLIAM MCCARTHY2018-09-10
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SHANNON R. GELLMAN2013-07-03
0012011-01-01HELENE S. OSKARD2012-10-10
0012010-01-01HELENE S. OSKARD2011-10-17

Plan Statistics for FOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P

401k plan membership statisitcs for FOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P

Measure Date Value
2025: FOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P 2025 401k membership
Total number of particpants at beginning of year2025-05-09114
Total number of particpants at end of year2025-05-09111
Number of Participants With Account Balances2025-05-0982
2024: FOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P 2024 401k membership
Total number of particpants at beginning of year2024-05-2892
Total number of particpants at end of year2024-05-28114
Number of Participants With Account Balances2024-05-28114

Financial Data on FOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P

Measure Date Value
2025 : FOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-090
Total liabilities as of the end of the plan year2025-05-090
Total liabilities as of the beginning of the plan year2025-05-090
Total expenses incurred by plan in this plan year2025-05-09320576
Net assets as of the end of the plan year2025-05-098337418
Total assets as of the beginning of the plan year2025-05-096807455
Value of plan covered by a fidelity bond2025-05-09500000
Participant contributions to plan in this plan year2025-05-09688313
Value of participant loans at end of plan year2025-05-09592
Other expenses paid from plan in this plan year2025-05-090
Other contributions to plan in this plan year2025-05-090
Other income to plan in this plan year2025-05-09864498
Plan net income in this plan year2025-05-091529963
Net assets as of the end of the plan year2025-05-098337418
Net assets as of the beginning of the plan year2025-05-096807455
Employer contributions to plan in this plan year2025-05-09297728
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-09225
2024 : FOUNDATION FOR THE DEFENSE OF DEMOCRACIES 403(B) P 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-280
Total liabilities as of the end of the plan year2024-05-280
Total liabilities as of the beginning of the plan year2024-05-280
Total expenses incurred by plan in this plan year2024-05-283032
Net assets as of the end of the plan year2024-05-286807455
Total assets as of the beginning of the plan year2024-05-285059413
Value of plan covered by a fidelity bond2024-05-28500000
Participant contributions to plan in this plan year2024-05-28624871
Value of participant loans at end of plan year2024-05-284181
Other expenses paid from plan in this plan year2024-05-280
Other contributions to plan in this plan year2024-05-281453
Other income to plan in this plan year2024-05-28874556
Plan net income in this plan year2024-05-281748042
Net assets as of the end of the plan year2024-05-286807455
Net assets as of the beginning of the plan year2024-05-285059413
Employer contributions to plan in this plan year2024-05-28250194
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-280

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