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THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 401k Plan overview

Plan NameTHE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN
Plan identification number 001

THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE INSTITUTE ON RELIGION & DEMOCRACY has sponsored the creation of one or more 401k plans.

Company Name:THE INSTITUTE ON RELIGION & DEMOCRACY
Employer identification number (EIN):521265221
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KYLE ROYER2023-08-29
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012012-01-01MARK TOOLEY
0012011-01-01MARK TOOLEY
0012010-01-01LUCAS MOON
0012009-01-01LORI MASHBURN
0012009-01-01LORI MASHBURN
0012009-01-01LORI MASHBURN
0012009-01-01LORI MASHBURN

Plan Statistics for THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN

401k plan membership statisitcs for THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN

Measure Date Value
2014: THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2012: THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
2010: THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-010
Total of all active and inactive participants2010-01-010
Total participants2010-01-010
2009: THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total of all active and inactive participants2009-01-010
Total participants2009-01-010

Form 5500 Responses for THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN

2014: THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: THE INSTITUTE ON RELIGION & DEMOCRACY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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