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CENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameCENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY PLAN
Plan identification number 002

CENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY 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 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.

401k Sponsoring company profile

CENTER FOR ECONOMIC AND POLICY RESEARCH has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR ECONOMIC AND POLICY RESEARCH
Employer identification number (EIN):522204029
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MATTHEW BERNSTEIN2024-03-05
0022021-01-01MATTHEW BERNSTEIN2023-08-09
0022020-01-01MATTHEW BERNSTEIN2021-10-15
0022019-01-01MATTHEW BERNSTEIN2020-10-15
0022018-01-01MATTHEW BERNSTEIN2019-10-15
0022017-01-01MATTHEW BERNSTEIN2018-10-15
0022016-01-01MATTHEW BERNSTEIN2017-10-13
0022015-01-01MATTHEW BERNSTEIN2016-10-17
0022013-01-01MATTHEW BERNSTEIN2014-10-09
0022012-01-01MATTHEW BERNSTEIN2013-10-11
0022011-01-01MATTHEW BERNSTEIN2012-10-15
0022010-01-01MATTHEW BERNSTEIN2011-10-13

Plan Statistics for CENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for CENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2025: CENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1548
Total number of particpants at end of year2025-10-1542
Number of Participants With Account Balances2025-10-1542
Total number of particpants at beginning of year2025-06-0455
Total number of particpants at end of year2025-06-0440
Number of Participants With Account Balances2025-06-0440
2023: CENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY PLAN 2023 401k membership
Total number of particpants at beginning of year2023-08-0942
Total number of particpants at end of year2023-08-0936

Financial Data on CENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2025 : CENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-153892
Net assets as of the end of the plan year2025-10-152925042
Total assets as of the beginning of the plan year2025-10-152425789
Value of plan covered by a fidelity bond2025-10-151000000
Participant contributions to plan in this plan year2025-10-15255075
Value of participant loans at end of plan year2025-10-157741
Other expenses paid from plan in this plan year2025-10-1525
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15248069
Plan net income in this plan year2025-10-15499252
Net assets as of the end of the plan year2025-10-152925042
Net assets as of the beginning of the plan year2025-10-152425789
Employer contributions to plan in this plan year2025-10-150
Total expenses incurred by plan in this plan year2025-06-04315600
Net assets as of the end of the plan year2025-06-042425789
Total assets as of the beginning of the plan year2025-06-042177617
Value of plan covered by a fidelity bond2025-06-041000000
Participant contributions to plan in this plan year2025-06-04228146
Value of participant loans at end of plan year2025-06-0415161
Other expenses paid from plan in this plan year2025-06-0425
Other contributions to plan in this plan year2025-06-0436864
Other income to plan in this plan year2025-06-04298762
Plan net income in this plan year2025-06-04248172
Net assets as of the end of the plan year2025-06-042425789
Net assets as of the beginning of the plan year2025-06-042177617
Employer contributions to plan in this plan year2025-06-040
2023 : CENTER FOR ECONOMIC AND POLICY RESEARCH TAX-DEFERRED ANNUITY PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-08-0925
Net assets as of the end of the plan year2023-08-092288006
Total assets as of the beginning of the plan year2023-08-091847851
Value of plan covered by a fidelity bond2023-08-091000000
Participant contributions to plan in this plan year2023-08-09197266
Value of participant loans at end of plan year2023-08-0929088
Other expenses paid from plan in this plan year2023-08-0925
Other income to plan in this plan year2023-08-09242914
Plan net income in this plan year2023-08-09440155
Net assets as of the end of the plan year2023-08-092288006
Net assets as of the beginning of the plan year2023-08-091847851
Employer contributions to plan in this plan year2023-08-090

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