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TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 401k Plan overview

Plan NameTIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE
Plan identification number 001

TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

PLANETARY SCIENCE INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:PLANETARY SCIENCE INSTITUTE
Employer identification number (EIN):330175263
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MAURIZIO BALISTRERI
0012023-01-01
0012023-01-01MAURIZIO BALISTRERI
0012022-01-01
0012022-01-01MAURIZIO BALISTRERI
0012021-01-01
0012021-01-01MAURIZIO BALISTRERI
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-02-01
0012016-02-01
0012014-02-01BRUCE BARNETT2015-08-31
0012013-02-01BRUCE BARNETT2014-07-22
0012012-02-01BRUCE BARNETT2013-08-30
0012011-02-01BRUCE BARNETT2012-08-31
0012010-02-01BRUCE BARNETT2011-08-31

Plan Statistics for TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE

401k plan membership statisitcs for TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE

Measure Date Value
2023: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2023 401k membership
Total participants, beginning-of-year2023-01-01165
Total number of active participants reported on line 7a of the Form 55002023-01-01152
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0119
Total of all active and inactive participants2023-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01171
Number of participants with account balances2023-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-01146
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01165
Total participants2022-01-01165
Number of participants with account balances2022-01-01162
2021: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2021 401k membership
Total participants, beginning-of-year2021-01-01139
Total number of active participants reported on line 7a of the Form 55002021-01-01133
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01150
Total participants2021-01-01150
Number of participants with account balances2021-01-01146
2020: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2020 401k membership
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01139
Total participants2020-01-01139
Number of participants with account balances2020-01-01135
2019: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2019 401k membership
Total participants, beginning-of-year2019-01-01121
Total number of active participants reported on line 7a of the Form 55002019-01-01113
Number of retired or separated participants receiving benefits2019-01-0114
Total of all active and inactive participants2019-01-01127
Total participants2019-01-01127
Number of participants with account balances2019-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE

Measure Date Value
2023 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$6,183,011
Total of all expenses incurred2023-12-31$1,440,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,440,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,004,817
Value of total assets at end of year2023-12-31$28,982,922
Value of total assets at beginning of year2023-12-31$24,240,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$75
Total interest from all sources2023-12-31$185,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31No
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$572,491
Participant contributions at end of year2023-12-31$50,865
Participant contributions at beginning of year2023-12-31$44,025
Participant contributions at end of year2023-12-31$21,993
Participant contributions at beginning of year2023-12-31$21,945
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$212,156
Administrative expenses (other) incurred2023-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,742,678
Value of net assets at end of year (total assets less liabilities)2023-12-31$28,982,922
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,240,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,530,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,840,552
Value of interest in pooled separate accounts at end of year2023-12-31$873,262
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,089,514
Interest on participant loans2023-12-31$2,705
Interest earned on other investments2023-12-31$182,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,458,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$4,198,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,133,332
Net investment gain/loss from pooled separate accounts2023-12-31$-140,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,220,170
Employer contributions (assets) at end of year2023-12-31$48,673
Employer contributions (assets) at beginning of year2023-12-31$46,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,440,258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN2023-12-31860750225
Total income from all sources (including contributions)2023-01-01$6,183,011
Total of all expenses incurred2023-01-01$1,440,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,440,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,004,817
Value of total assets at end of year2023-01-01$28,982,922
Value of total assets at beginning of year2023-01-01$24,240,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$75
Total interest from all sources2023-01-01$185,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01No
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$572,491
Participant contributions at end of year2023-01-01$50,865
Participant contributions at beginning of year2023-01-01$44,025
Participant contributions at end of year2023-01-01$21,993
Participant contributions at beginning of year2023-01-01$21,945
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$212,156
Administrative expenses (other) incurred2023-01-01$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$4,742,678
Value of net assets at end of year (total assets less liabilities)2023-01-01$28,982,922
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$24,240,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$23,530,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$18,840,552
Value of interest in pooled separate accounts at end of year2023-01-01$873,262
Value of interest in pooled separate accounts at beginning of year2023-01-01$1,089,514
Interest on participant loans2023-01-01$2,705
Interest earned on other investments2023-01-01$182,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$4,458,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$4,198,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$4,133,332
Net investment gain/loss from pooled separate accounts2023-01-01$-140,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,220,170
Employer contributions (assets) at end of year2023-01-01$48,673
Employer contributions (assets) at beginning of year2023-01-01$46,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,440,258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01No
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN2023-01-01860750225
2022 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,139,403
Total of all expenses incurred2022-12-31$114,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$114,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,773,888
Value of total assets at end of year2022-12-31$24,240,244
Value of total assets at beginning of year2022-12-31$26,493,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50
Total interest from all sources2022-12-31$152,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$562,275
Participant contributions at end of year2022-12-31$44,025
Participant contributions at beginning of year2022-12-31$24,656
Participant contributions at end of year2022-12-31$21,945
Participant contributions at beginning of year2022-12-31$20,605
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,208
Administrative expenses (other) incurred2022-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,253,719
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,240,244
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,493,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,840,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,502,702
Value of interest in pooled separate accounts at end of year2022-12-31$1,089,514
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,014,299
Interest on participant loans2022-12-31$1,774
Interest earned on other investments2022-12-31$150,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,198,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,889,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,150,133
Net investment gain/loss from pooled separate accounts2022-12-31$84,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,190,405
Employer contributions (assets) at end of year2022-12-31$46,067
Employer contributions (assets) at beginning of year2022-12-31$42,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$114,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN2022-12-31860750225
Total income from all sources (including contributions)2022-01-01$-2,139,403
Total of all expenses incurred2022-01-01$114,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$114,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,773,888
Value of total assets at end of year2022-01-01$24,240,244
Value of total assets at beginning of year2022-01-01$26,493,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$50
Total interest from all sources2022-01-01$152,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01No
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$562,275
Participant contributions at end of year2022-01-01$44,025
Participant contributions at beginning of year2022-01-01$24,656
Participant contributions at end of year2022-01-01$21,945
Participant contributions at beginning of year2022-01-01$20,605
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$21,208
Administrative expenses (other) incurred2022-01-01$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,253,719
Value of net assets at end of year (total assets less liabilities)2022-01-01$24,240,244
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$26,493,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$18,840,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$21,502,702
Value of interest in pooled separate accounts at end of year2022-01-01$1,089,514
Value of interest in pooled separate accounts at beginning of year2022-01-01$1,014,299
Interest on participant loans2022-01-01$1,774
Interest earned on other investments2022-01-01$150,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$4,198,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$3,889,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,150,133
Net investment gain/loss from pooled separate accounts2022-01-01$84,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,190,405
Employer contributions (assets) at end of year2022-01-01$46,067
Employer contributions (assets) at beginning of year2022-01-01$42,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$114,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01No
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN2022-01-01860750225
2021 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,574,570
Total of all expenses incurred2021-12-31$173,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$172,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,552,011
Value of total assets at end of year2021-12-31$26,493,963
Value of total assets at beginning of year2021-12-31$22,092,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25
Total interest from all sources2021-12-31$119,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$497,937
Participant contributions at end of year2021-12-31$24,656
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$20,605
Participant contributions at beginning of year2021-12-31$16,069
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,189
Administrative expenses (other) incurred2021-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,401,561
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,493,963
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,092,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,502,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,801,945
Value of interest in pooled separate accounts at end of year2021-12-31$1,014,299
Value of interest in pooled separate accounts at beginning of year2021-12-31$752,561
Interest on participant loans2021-12-31$370
Interest earned on other investments2021-12-31$119,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,889,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,488,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,759,171
Net investment gain/loss from pooled separate accounts2021-12-31$143,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,049,885
Employer contributions (assets) at end of year2021-12-31$42,400
Employer contributions (assets) at beginning of year2021-12-31$32,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$172,984
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN2021-12-31860750225
2020 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2020 401k financial data
Total transfer of assets to this plan2020-12-31$4,468,285
Total income from all sources (including contributions)2020-12-31$4,269,737
Total of all expenses incurred2020-12-31$1,102,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,102,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,437,314
Value of total assets at end of year2020-12-31$22,092,402
Value of total assets at beginning of year2020-12-31$14,457,345
Total interest from all sources2020-12-31$119,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$449,048
Participant contributions at end of year2020-12-31$16,069
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$62,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,166,772
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,092,402
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,457,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,801,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,631,836
Value of interest in pooled separate accounts at end of year2020-12-31$752,561
Value of interest in pooled separate accounts at beginning of year2020-12-31$577,004
Interest earned on other investments2020-12-31$119,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,488,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,224,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,718,802
Net investment gain/loss from pooled separate accounts2020-12-31$-6,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$926,041
Employer contributions (assets) at end of year2020-12-31$32,833
Employer contributions (assets) at beginning of year2020-12-31$23,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,102,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN2020-12-31860750225
2019 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$61,238
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$61,238
Total unrealized appreciation/depreciation of assets2019-12-31$61,238
Total unrealized appreciation/depreciation of assets2019-12-31$61,238
Total income from all sources (including contributions)2019-12-31$3,139,773
Total income from all sources (including contributions)2019-12-31$3,139,773
Total of all expenses incurred2019-12-31$257,484
Total of all expenses incurred2019-12-31$257,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$257,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$257,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$947,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$947,375
Value of total assets at end of year2019-12-31$14,457,345
Value of total assets at end of year2019-12-31$14,457,345
Value of total assets at beginning of year2019-12-31$11,575,056
Value of total assets at beginning of year2019-12-31$11,575,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,327
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,327
Other income not declared elsewhere2019-12-31$19,598
Other income not declared elsewhere2019-12-31$19,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,882,289
Value of net income/loss2019-12-31$2,882,289
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,457,345
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,457,345
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,575,056
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,575,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,631,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,631,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,013,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,013,498
Value of interest in pooled separate accounts at end of year2019-12-31$577,004
Value of interest in pooled separate accounts at end of year2019-12-31$577,004
Value of interest in pooled separate accounts at beginning of year2019-12-31$520,286
Value of interest in pooled separate accounts at beginning of year2019-12-31$520,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,224,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,224,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,041,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,041,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,082,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,082,536
Net investment gain/loss from pooled separate accounts2019-12-31$29,026
Net investment gain/loss from pooled separate accounts2019-12-31$29,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$931,048
Contributions received in cash from employer2019-12-31$931,048
Employer contributions (assets) at end of year2019-12-31$23,631
Employer contributions (assets) at end of year2019-12-31$23,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$257,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$257,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm name2019-12-31KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN2019-12-31860750225
Accountancy firm EIN2019-12-31860750225

Form 5500 Responses for TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE

2023: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334577/334578
Policy instance 1
Insurance contract or identification number334577/334578
Number of Individuals Covered167
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334577/334578
Policy instance 1
Insurance contract or identification number334577/334578
Number of Individuals Covered162
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334577/334578
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334577/334578
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334577
Policy instance 1

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