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THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US EMPLOYEES SAVINGS TRUST 401k Plan overview

Plan NameTHE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US EMPLOYEES SAVINGS TRUST
Plan identification number 001

THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US EMPLOYEES SAVINGS TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US has sponsored the creation of one or more 401k plans.

Company Name:THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US
Employer identification number (EIN):522335215
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US EMPLOYEES SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LEIGH SLOANE2023-06-05
0012021-01-01LEIGH SLOANE2022-06-09
0012020-07-01LEIGH SLOANE2021-07-22
0012018-10-01LEIGH MORRIS SLOANE2019-11-20 LEIGH MORRIS SLOANE2019-11-20
0012017-10-01LEIGH SLOANE2019-01-31
0012016-10-01LEIGH SLOANE2017-11-22
0012015-10-01LEIGH SLOANE2016-11-15
0012014-10-01JENNIFER GOLDEN2016-01-26
0012013-10-01BRYCE CAMPBELL2015-03-03
0012012-10-01BRYCE CAMPBELL2014-04-22
0012011-10-01RANDOLPH BELL2013-04-23
0012010-10-01ANDREW PARASILITI2012-04-10
0012009-07-15ANDREW PARASILITI
0012009-07-15 ANDREW PARASILITI2010-04-29

Plan Statistics for THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US EMPLOYEES SAVINGS TRUST

401k plan membership statisitcs for THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US EMPLOYEES SAVINGS TRUST

Measure Date Value
2009: THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US EMPLOYEES SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-150
Total number of active participants reported on line 7a of the Form 55002009-07-155
Number of retired or separated participants receiving benefits2009-07-150
Number of other retired or separated participants entitled to future benefits2009-07-150
Total of all active and inactive participants2009-07-155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-150
Total participants2009-07-155
Number of participants with account balances2009-07-153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-150

Form 5500 Responses for THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US EMPLOYEES SAVINGS TRUST

2009: THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-US EMPLOYEES SAVINGS TRUST 2009 form 5500 responses
2009-07-15Type of plan entitySingle employer plan
2009-07-15First time form 5500 has been submittedYes
2009-07-15Submission has been amendedYes
2009-07-15This submission is the final filingNo
2009-07-15This return/report is a short plan year return/report (less than 12 months)Yes
2009-07-15Plan is a collectively bargained planNo
2009-07-15Plan funding arrangement – TrustYes
2009-07-15Plan benefit arrangement - TrustYes

Potentially related plans

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