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CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 401k Plan overview

Plan NameCENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN
Plan identification number 001

CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CENTER FOR SUSTAINABLE ENERGY has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR SUSTAINABLE ENERGY
Employer identification number (EIN):330936366
NAIC Classification:611000

Additional information about CENTER FOR SUSTAINABLE ENERGY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2279365

More information about CENTER FOR SUSTAINABLE ENERGY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID ARMOUR2023-10-11 DAVID ARMOUR2023-10-11
0012021-01-01DAVID ARMOUR2022-10-03 DAVID ARMOUR2022-10-03
0012020-01-01DAVID ARMOUR2021-09-29
0012019-01-01DAVID ARMOUR2020-09-14
0012019-01-01DAVID ARMOUR2020-09-14
0012018-01-01
0012017-01-01DAVID ARMOUR DAVID ARMOUR2018-08-15
0012016-01-01LEN HERING
0012015-01-01LEN HERING LEN HERING2016-10-17
0012015-01-01LEN HERING LEN HERING2016-10-17
0012014-01-01LEN HERING LEN HERING2015-08-06
0012014-01-01LEN HERING LEN HERING2015-08-06
0012013-01-01LEN HERING LEN HERING2014-09-15
0012012-01-01LEN HERING LEN HERING2013-09-09
0012011-01-01PETER F. HAMILTON PETER F. HAMILTON2012-07-12
0012009-01-01JOSE DE LA TORRE JOSE DE LA TORRE2010-07-07

Plan Statistics for CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN

401k plan membership statisitcs for CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN

Measure Date Value
2022: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01444
Total number of active participants reported on line 7a of the Form 55002022-01-01252
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01228
Total of all active and inactive participants2022-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01480
Number of participants with account balances2022-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01406
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01186
Total of all active and inactive participants2021-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01301
Number of participants with account balances2021-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01378
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of other retired or separated participants entitled to future benefits2020-01-01154
Total of all active and inactive participants2020-01-01387
Total participants2020-01-01387
Number of participants with account balances2020-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01283
Total number of active participants reported on line 7a of the Form 55002019-01-01195
Number of other retired or separated participants entitled to future benefits2019-01-01148
Total of all active and inactive participants2019-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01343
Number of participants with account balances2019-01-01282
2018: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01252
Total number of active participants reported on line 7a of the Form 55002018-01-01166
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01116
Total of all active and inactive participants2018-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01283
Number of participants with account balances2018-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01220
Total number of active participants reported on line 7a of the Form 55002017-01-01146
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01106
Total of all active and inactive participants2017-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01252
Number of participants with account balances2017-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01186
Total number of active participants reported on line 7a of the Form 55002016-01-01127
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0184
Total of all active and inactive participants2016-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01215
Number of participants with account balances2016-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01186
Number of participants with account balances2015-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01125
Total number of active participants reported on line 7a of the Form 55002014-01-0192
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01135
Number of participants with account balances2014-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01112
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01125
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0193
Total number of active participants reported on line 7a of the Form 55002012-01-0169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01112
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0176
Total number of active participants reported on line 7a of the Form 55002011-01-0171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0193
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0151
Total number of active participants reported on line 7a of the Form 55002009-01-0148
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0165
Number of participants with account balances2009-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN

Measure Date Value
2022 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-586,958
Total of all expenses incurred2022-12-31$971,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$906,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,495,927
Value of total assets at end of year2022-12-31$10,478,234
Value of total assets at beginning of year2022-12-31$12,036,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,087
Total interest from all sources2022-12-31$615
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$85,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$85,712
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$984,227
Participant contributions at end of year2022-12-31$48,221
Participant contributions at beginning of year2022-12-31$3,415
Participant contributions at end of year2022-12-31$42,634
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$168,139
Other income not declared elsewhere2022-12-31$2,672
Administrative expenses (other) incurred2022-12-31$20,419
Total non interest bearing cash at end of year2022-12-31$5,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,558,346
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,478,234
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,036,580
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
Investment advisory and management fees2022-12-31$44,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,809,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,531,088
Income. Interest from loans (other than to participants)2022-12-31$615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$522,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$482,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,171,884
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$343,561
Employer contributions (assets) at end of year2022-12-31$49,317
Employer contributions (assets) at beginning of year2022-12-31$19,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$906,301
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2022-12-31330783983
2021 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,846,519
Total of all expenses incurred2021-12-31$575,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$518,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,296,096
Value of total assets at end of year2021-12-31$12,036,580
Value of total assets at beginning of year2021-12-31$9,765,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,728
Total interest from all sources2021-12-31$188
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 bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$915,649
Participant contributions at end of year2021-12-31$3,415
Participant contributions at beginning of year2021-12-31$5,519
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,955
Other income not declared elsewhere2021-12-31$25,227
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$2,271,363
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,036,580
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,765,217
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
Investment advisory and management fees2021-12-31$56,728
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,531,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,196,895
Income. Interest from loans (other than to participants)2021-12-31$188
Interest earned on other investments2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$482,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$548,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,525,008
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$310,492
Employer contributions (assets) at end of year2021-12-31$19,468
Employer contributions (assets) at beginning of year2021-12-31$14,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$518,428
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 name2021-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2021-12-31330783983
2020 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,610,044
Total of all expenses incurred2020-12-31$893,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$851,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,315,427
Value of total assets at end of year2020-12-31$9,765,217
Value of total assets at beginning of year2020-12-31$8,048,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,634
Total interest from all sources2020-12-31$2,449
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 bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$889,664
Participant contributions at end of year2020-12-31$5,519
Participant contributions at beginning of year2020-12-31$12,609
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$104,028
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$5,227
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$1,716,227
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,765,217
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,048,990
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
Investment advisory and management fees2020-12-31$42,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,196,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,604,402
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$617
Interest earned on other investments2020-12-31$1,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$548,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$431,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,286,941
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$321,735
Employer contributions (assets) at end of year2020-12-31$14,432
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$851,183
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 name2020-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2020-12-31330783983
2019 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,629,348
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$765,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$750,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,269,685
Value of total assets at end of year2019-12-31$8,048,990
Value of total assets at beginning of year2019-12-31$6,184,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,550
Total interest from all sources2019-12-31$1,838
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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 bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$748,778
Participant contributions at end of year2019-12-31$12,609
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$27,011
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$251,068
Assets. Loans (other than to participants) at end of year2019-12-31$12,609
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$5,247
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$1,864,067
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,048,990
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,184,923
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,604,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,758,427
Value of interest in pooled separate accounts at end of year2019-12-31$3,616,081
Income. Interest from loans (other than to participants)2019-12-31$183
Interest earned on other investments2019-12-31$1,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$431,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$385,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,357,825
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$269,839
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$13,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$750,731
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2019-12-31330783983
2018 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$624,265
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$573,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$573,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$996,710
Value of total assets at end of year2018-12-31$6,184,923
Value of total assets at beginning of year2018-12-31$6,134,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$13,068
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$669,136
Participant contributions at end of year2018-12-31$27,011
Participant contributions at beginning of year2018-12-31$33,580
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$106,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$50,752
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,184,923
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,134,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,758,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,800,424
Interest earned on other investments2018-12-31$13,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$385,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$287,757
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$9,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-385,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$221,493
Employer contributions (assets) at end of year2018-12-31$13,702
Employer contributions (assets) at beginning of year2018-12-31$12,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$564,282
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2018-12-31330783983
2017 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,001,088
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$265,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$265,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,284,970
Value of total assets at end of year2017-12-31$6,134,171
Value of total assets at beginning of year2017-12-31$4,398,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$9,146
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$610,482
Participant contributions at end of year2017-12-31$33,580
Participant contributions at beginning of year2017-12-31$19,919
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$323,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,735,720
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,134,171
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,398,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,800,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,094,750
Interest earned on other investments2017-12-31$9,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$287,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$234,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$706,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$350,909
Employer contributions (assets) at end of year2017-12-31$12,410
Employer contributions (assets) at beginning of year2017-12-31$49,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$265,368
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2017-12-31330783983
2016 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,075,759
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$376,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$376,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$868,324
Value of total assets at end of year2016-12-31$4,398,451
Value of total assets at beginning of year2016-12-31$3,698,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$7,798
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$408,805
Participant contributions at end of year2016-12-31$19,919
Participant contributions at beginning of year2016-12-31$13,172
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$699,602
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,398,451
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,698,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,094,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,445,500
Interest earned on other investments2016-12-31$7,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$234,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$197,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$199,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$459,519
Employer contributions (assets) at end of year2016-12-31$49,324
Employer contributions (assets) at beginning of year2016-12-31$42,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$376,157
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2016-12-31330783983
2015 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$893,004
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$214,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$190,895
Expenses. Certain deemed distributions of participant loans2015-12-31$23,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$892,739
Value of total assets at end of year2015-12-31$3,698,849
Value of total assets at beginning of year2015-12-31$3,019,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$6,673
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$296,292
Participant contributions at end of year2015-12-31$13,172
Participant contributions at beginning of year2015-12-31$6,765
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,984,289
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$200,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$678,853
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,698,849
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,019,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,445,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest earned on other investments2015-12-31$6,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$197,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$395,614
Employer contributions (assets) at end of year2015-12-31$42,641
Employer contributions (assets) at beginning of year2015-12-31$28,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$190,895
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2015-12-31330783983
2014 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$138,167
Total unrealized appreciation/depreciation of assets2014-12-31$138,167
Total income from all sources (including contributions)2014-12-31$681,515
Total of all expenses incurred2014-12-31$147,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$147,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$536,706
Value of total assets at end of year2014-12-31$3,019,996
Value of total assets at beginning of year2014-12-31$2,486,098
Total interest from all sources2014-12-31$6,642
Total income from all sources2014-12-31$674,385
Expenses. Total of all expenses incurred2014-12-31$147,617
Benefits paid (including direct rollovers)2014-12-31$147,617
Total plan assets at end of year2014-12-31$2,984,289
Total plan assets at beginning of year2014-12-31$2,457,521
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$213,922
Other income received2014-12-31$144,809
Net income (gross income less expenses)2014-12-31$526,768
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,984,289
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,457,521
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$315,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$215,383
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$6,765
Participant contributions at beginning of year2014-12-31$5,303
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,984,289
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,457,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$533,898
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,019,996
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,486,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest earned on other investments2014-12-31$6,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$321,323
Employer contributions (assets) at end of year2014-12-31$28,942
Employer contributions (assets) at beginning of year2014-12-31$23,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$147,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2014-12-31330783983
2013 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2013 401k financial data
Total income from all sources2013-12-31$761,558
Expenses. Total of all expenses incurred2013-12-31$324,147
Benefits paid (including direct rollovers)2013-12-31$324,147
Total plan assets at end of year2013-12-31$2,457,521
Total plan assets at beginning of year2013-12-31$2,020,110
Total contributions received or receivable from participants2013-12-31$189,488
Contributions received from other sources (not participants or employers)2013-12-31$1,892
Other income received2013-12-31$305,855
Net income (gross income less expenses)2013-12-31$437,411
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,457,521
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,020,110
Assets. Value of participant loans2013-12-31$14,496
Total contributions received or receivable from employer(s)2013-12-31$264,323
2012 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2012 401k financial data
Total income from all sources2012-12-31$591,597
Expenses. Total of all expenses incurred2012-12-31$509,735
Benefits paid (including direct rollovers)2012-12-31$509,735
Total plan assets at end of year2012-12-31$2,020,110
Total plan assets at beginning of year2012-12-31$1,938,248
Total contributions received or receivable from participants2012-12-31$164,440
Contributions received from other sources (not participants or employers)2012-12-31$5,869
Other income received2012-12-31$182,760
Net income (gross income less expenses)2012-12-31$81,862
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,020,110
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,938,248
Assets. Value of participant loans2012-12-31$21,154
Total contributions received or receivable from employer(s)2012-12-31$238,528
2011 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2011 401k financial data
Total income from all sources2011-12-31$370,150
Expenses. Total of all expenses incurred2011-12-31$90,775
Benefits paid (including direct rollovers)2011-12-31$90,775
Total plan assets at end of year2011-12-31$1,938,248
Total plan assets at beginning of year2011-12-31$1,658,873
Total contributions received or receivable from participants2011-12-31$176,918
Contributions received from other sources (not participants or employers)2011-12-31$5,719
Other income received2011-12-31$-17,277
Net income (gross income less expenses)2011-12-31$279,375
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,938,248
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,658,873
Assets. Value of participant loans2011-12-31$6,043
Total contributions received or receivable from employer(s)2011-12-31$204,790
2010 : CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2010 401k financial data
Total income from all sources2010-12-31$408,090
Expenses. Total of all expenses incurred2010-12-31$62,027
Benefits paid (including direct rollovers)2010-12-31$62,027
Total plan assets at end of year2010-12-31$1,658,873
Total plan assets at beginning of year2010-12-31$1,312,810
Total contributions received or receivable from participants2010-12-31$109,793
Contributions received from other sources (not participants or employers)2010-12-31$6,464
Other income received2010-12-31$124,683
Net income (gross income less expenses)2010-12-31$346,063
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,658,873
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,312,810
Total contributions received or receivable from employer(s)2010-12-31$167,150

Form 5500 Responses for CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN

2022: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CENTER FOR SUSTAINABLE ENERGY 403(B) DC AND TDA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387797
Policy instance 2
Insurance contract or identification number387797
Number of Individuals Covered141
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR63162-1
Policy instance 1
Insurance contract or identification numberMR63162-1
Number of Individuals Covered42
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR63162-1
Policy instance 2
Insurance contract or identification numberMR63162-1
Number of Individuals Covered342
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387797
Policy instance 1
Insurance contract or identification number387797
Number of Individuals Covered147
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number387797
Policy instance 2
Insurance contract or identification number387797
Number of Individuals Covered164
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR63162-1
Policy instance 1
Insurance contract or identification numberMR63162-1
Number of Individuals Covered287
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387797
Policy instance 1
Insurance contract or identification number387797
Number of Individuals Covered177
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number387797
Policy instance 1
Insurance contract or identification number387797
Number of Individuals Covered274
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number387797
Policy instance 1
Insurance contract or identification number387797
Number of Individuals Covered244
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number387797
Policy instance 1
Insurance contract or identification number387797
Number of Individuals Covered178
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number387797
Policy instance 1
Insurance contract or identification number387797
Number of Individuals Covered133
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number387797
Policy instance 1
Insurance contract or identification number387797
Number of Individuals Covered125
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number387797
Policy instance 2
Insurance contract or identification number387797
Number of Individuals Covered105
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number387798
Policy instance 1
Insurance contract or identification number387798
Number of Individuals Covered64
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number387797
Policy instance 2
Insurance contract or identification number387797
Number of Individuals Covered86
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number387798
Policy instance 1
Insurance contract or identification number387798
Number of Individuals Covered54
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number387797
Policy instance 2
Insurance contract or identification number387797
Number of Individuals Covered70
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number387798
Policy instance 1
Insurance contract or identification number387798
Number of Individuals Covered43
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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

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