THE CENTER FOR POPULAR DEMOCRACY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTER FOR POPULAR DEMOCRACY, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : CENTER FOR POPULAR DEMOCRACY, INC. RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,313,603 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,464,387 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,418,004 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,110,603 |
| Value of total assets at end of year | 2023-12-31 | $7,842,635 |
| Value of total assets at beginning of year | 2023-12-31 | $6,993,419 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $46,383 |
| Total interest from all sources | 2023-12-31 | $3,685 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $173,414 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $173,414 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $800,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $526,840 |
| Participant contributions at end of year | 2023-12-31 | $70,528 |
| Participant contributions at beginning of year | 2023-12-31 | $60,358 |
| Participant contributions at end of year | 2023-12-31 | $19,085 |
| Participant contributions at beginning of year | 2023-12-31 | $20,261 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $64,692 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $849,216 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $7,842,635 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,993,419 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $21,915 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $7,671,383 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $6,857,782 |
| Interest on participant loans | 2023-12-31 | $3,685 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $62,908 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $35,772 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,024,673 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $1,228 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $519,071 |
| Employer contributions (assets) at end of year | 2023-12-31 | $18,731 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $19,246 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,418,004 |
| Contract administrator fees | 2023-12-31 | $24,468 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | TORRILLO ASSOCIATES, LLC |
| Accountancy firm EIN | 2023-12-31 | 830414789 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,313,603 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,464,387 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,418,004 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,110,603 |
| Value of total assets at end of year | 2023-01-01 | $7,842,635 |
| Value of total assets at beginning of year | 2023-01-01 | $6,993,419 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $46,383 |
| Total interest from all sources | 2023-01-01 | $3,685 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $173,414 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $173,414 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $800,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $526,840 |
| Participant contributions at end of year | 2023-01-01 | $70,528 |
| Participant contributions at beginning of year | 2023-01-01 | $60,358 |
| Participant contributions at end of year | 2023-01-01 | $19,085 |
| Participant contributions at beginning of year | 2023-01-01 | $20,261 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $64,692 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $849,216 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $7,842,635 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $6,993,419 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $21,915 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $7,671,383 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $6,857,782 |
| Interest on participant loans | 2023-01-01 | $3,685 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $62,908 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $35,772 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,024,673 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $1,228 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $519,071 |
| Employer contributions (assets) at end of year | 2023-01-01 | $18,731 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $19,246 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,418,004 |
| Contract administrator fees | 2023-01-01 | $24,468 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | TORRILLO ASSOCIATES, LLC |
| Accountancy firm EIN | 2023-01-01 | 830414789 |
| 2022 : CENTER FOR POPULAR DEMOCRACY, INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-261,747 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,296,997 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,252,133 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,067,009 |
| Value of total assets at end of year | 2022-12-31 | $6,993,419 |
| Value of total assets at beginning of year | 2022-12-31 | $8,552,163 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $44,864 |
| Total interest from all sources | 2022-12-31 | $3,067 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $141,340 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $141,340 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $800,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $550,664 |
| Participant contributions at end of year | 2022-12-31 | $60,358 |
| Participant contributions at beginning of year | 2022-12-31 | $70,109 |
| Participant contributions at end of year | 2022-12-31 | $20,261 |
| Participant contributions at beginning of year | 2022-12-31 | $31,305 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $45,484 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,558,744 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,993,419 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,552,163 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $23,599 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,857,782 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,419,829 |
| Interest on participant loans | 2022-12-31 | $3,067 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $35,772 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,509 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,473,674 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $511 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $470,861 |
| Employer contributions (assets) at end of year | 2022-12-31 | $19,246 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $28,411 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,252,133 |
| Contract administrator fees | 2022-12-31 | $21,265 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | TORRILLO ASSOCIATES, LLC |
| Accountancy firm EIN | 2022-12-31 | 830414789 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-261,747 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,296,997 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,252,133 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,067,009 |
| Value of total assets at end of year | 2022-01-01 | $6,993,419 |
| Value of total assets at beginning of year | 2022-01-01 | $8,552,163 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $44,864 |
| Total interest from all sources | 2022-01-01 | $3,067 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $141,340 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $141,340 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $800,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $550,664 |
| Participant contributions at end of year | 2022-01-01 | $60,358 |
| Participant contributions at beginning of year | 2022-01-01 | $70,109 |
| Participant contributions at end of year | 2022-01-01 | $20,261 |
| Participant contributions at beginning of year | 2022-01-01 | $31,305 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $45,484 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,558,744 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $6,993,419 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $8,552,163 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $23,599 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $6,857,782 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $8,419,829 |
| Interest on participant loans | 2022-01-01 | $3,067 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $35,772 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $2,509 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,473,674 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $511 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $470,861 |
| Employer contributions (assets) at end of year | 2022-01-01 | $19,246 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $28,411 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,252,133 |
| Contract administrator fees | 2022-01-01 | $21,265 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | TORRILLO ASSOCIATES, LLC |
| Accountancy firm EIN | 2022-01-01 | 830414789 |
| 2021 : CENTER FOR POPULAR DEMOCRACY, INC. RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,215,191 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $207,135 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $157,393 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,209,981 |
| Value of total assets at end of year | 2021-12-31 | $8,552,163 |
| Value of total assets at beginning of year | 2021-12-31 | $6,544,107 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $49,742 |
| Total interest from all sources | 2021-12-31 | $2,658 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $132,916 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $132,916 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $800,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $632,231 |
| Participant contributions at end of year | 2021-12-31 | $70,109 |
| Participant contributions at beginning of year | 2021-12-31 | $27,071 |
| Participant contributions at end of year | 2021-12-31 | $31,305 |
| Participant contributions at beginning of year | 2021-12-31 | $23,555 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $53,457 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,008,056 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,552,163 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,544,107 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $28,683 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,419,829 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,410,503 |
| Interest on participant loans | 2021-12-31 | $2,658 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,509 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $63,668 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $868,907 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $729 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $524,293 |
| Employer contributions (assets) at end of year | 2021-12-31 | $28,411 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $19,310 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $157,393 |
| Contract administrator fees | 2021-12-31 | $21,059 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | TORRILLO ASSOCIATES, LLC |
| Accountancy firm EIN | 2021-12-31 | 830414789 |
| 2020 : CENTER FOR POPULAR DEMOCRACY, INC. RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $2,160,370 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $119,609 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $74,823 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,299,725 |
| Value of total assets at end of year | 2020-12-31 | $6,544,107 |
| Value of total assets at beginning of year | 2020-12-31 | $4,503,346 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $44,786 |
| Total interest from all sources | 2020-12-31 | $769 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $102,007 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $102,007 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $199,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $533,802 |
| Participant contributions at end of year | 2020-12-31 | $27,071 |
| Participant contributions at beginning of year | 2020-12-31 | $22,713 |
| Participant contributions at end of year | 2020-12-31 | $23,555 |
| Participant contributions at beginning of year | 2020-12-31 | $15,950 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $297,922 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,040,761 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,544,107 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,503,346 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $21,936 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,410,503 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,388,875 |
| Interest on participant loans | 2020-12-31 | $769 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $63,668 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $55,615 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $756,651 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,218 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $468,001 |
| Employer contributions (assets) at end of year | 2020-12-31 | $19,310 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $20,193 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $74,823 |
| Contract administrator fees | 2020-12-31 | $22,850 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | JENNIFER S. HAN CPA / HAN GROUP LLC |
| Accountancy firm EIN | 2020-12-31 | 263151447 |
| 2019 : CENTER FOR POPULAR DEMOCRACY, INC. RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $1,666,267 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $101,707 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $78,210 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $966,165 |
| Value of total assets at end of year | 2019-12-31 | $4,503,346 |
| Value of total assets at beginning of year | 2019-12-31 | $2,938,786 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $23,497 |
| Total interest from all sources | 2019-12-31 | $1,093 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $91,109 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $91,109 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $199,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $476,505 |
| Participant contributions at end of year | 2019-12-31 | $22,713 |
| Participant contributions at beginning of year | 2019-12-31 | $6,028 |
| Participant contributions at end of year | 2019-12-31 | $15,950 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,564,560 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,503,346 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,938,786 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $11,398 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,388,875 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,880,741 |
| Interest on participant loans | 2019-12-31 | $1,093 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $55,615 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $50,019 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,998 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,998 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $606,657 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,243 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $489,660 |
| Employer contributions (assets) at end of year | 2019-12-31 | $20,193 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $78,210 |
| Contract administrator fees | 2019-12-31 | $12,099 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | JENNIFER S. HAN CPA / HAN GROUP LLC |
| Accountancy firm EIN | 2019-12-31 | 263151447 |
| 2014 : CENTER FOR POPULAR DEMOCRACY, INC. RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $279,904 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,837 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $446,117 |
| Total plan assets at beginning of year | 2014-12-31 | $169,050 |
| Total contributions received or receivable from participants | 2014-12-31 | $129,882 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $230 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $11,276 |
| Other income received | 2014-12-31 | $16,332 |
| Net income (gross income less expenses) | 2014-12-31 | $277,067 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $446,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $169,050 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $122,414 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $2,607 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : CENTER FOR POPULAR DEMOCRACY, INC. RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $3,129 |
| Total income from all sources | 2013-12-31 | $129,967 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $169,050 |
| Total plan assets at beginning of year | 2013-12-31 | $35,954 |
| Total contributions received or receivable from participants | 2013-12-31 | $58,940 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $15,921 |
| Net income (gross income less expenses) | 2013-12-31 | $129,967 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $169,050 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $35,954 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $55,106 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : CENTER FOR POPULAR DEMOCRACY, INC. RETIREMENT PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $35,954 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $35,954 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Total contributions received or receivable from participants | 2012-12-31 | $24,583 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $888 |
| Net income (gross income less expenses) | 2012-12-31 | $35,954 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $35,954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $10,483 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
