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| Plan Name | CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS TAX DEFERRED ANNUITY PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS |
| Employer identification number (EIN): | 521930922 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ILANA ESTERRICH | 2018-03-12 | ILANA ESTERRICH | 2018-03-12 |
| 001 | 2016-01-01 | ILANA ESTERRICH | 2017-06-12 | ILANA ESTERRICH | 2017-06-12 |
| 001 | 2015-01-01 | ILANA ESTERRICH | 2016-03-09 | ILANA ESTERRICH | 2016-03-09 |
| 001 | 2014-01-01 | ILANA ESTERRICH | 2015-09-29 | ILANA ESTERRICH | 2015-09-29 |
| 001 | 2013-01-01 | ILANA ESTERRICH | 2014-03-05 | ILANA ESTERRICH | 2014-03-05 |
| 001 | 2012-01-01 | ILANA ESTERRICH | 2013-02-26 | ILANA ESTERRICH | 2013-02-26 |
| 001 | 2011-01-01 | ILANA ESTERRICH | 2012-03-29 | ILANA ESTERRICH | 2012-03-29 |
| 001 | 2010-01-01 | LAUREEN ANDREWS | 2011-05-23 | LAUREEN ANDREWS | 2011-05-23 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS TAX DEFERRED ANNUITY PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-12-11 | 376216 |
| Net assets as of the end of the plan year | 2025-12-11 | 7118523 |
| Total assets as of the beginning of the plan year | 2025-12-11 | 5911888 |
| Value of plan covered by a fidelity bond | 2025-12-11 | 55000 |
| Participant contributions to plan in this plan year | 2025-12-11 | 254596 |
| Other contributions to plan in this plan year | 2025-12-11 | 34650 |
| Other income to plan in this plan year | 2025-12-11 | 1027866 |
| Plan net income in this plan year | 2025-12-11 | 1206635 |
| Net assets as of the end of the plan year | 2025-12-11 | 7118523 |
| Net assets as of the beginning of the plan year | 2025-12-11 | 5911888 |
| Employer contributions to plan in this plan year | 2025-12-11 | 265739 |
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