SOCIETY FOR SCIENCE & THE PUBLIC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN
| Measure | Date | Value |
|---|
| 2022 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-2,871,622 |
| Total of all expenses incurred | 2022-12-31 | $692,139 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $686,937 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $4,827 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,915,227 |
| Value of total assets at end of year | 2022-12-31 | $31,240,688 |
| Value of total assets at beginning of year | 2022-12-31 | $34,804,449 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $375 |
| Total interest from all sources | 2022-12-31 | $3,746 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $343,068 |
| 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 | $343,068 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| 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 | $941,684 |
| Participant contributions at end of year | 2022-12-31 | $36,961 |
| Participant contributions at beginning of year | 2022-12-31 | $17,170 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $52,880 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $96,432 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $98,874 |
| Other income not declared elsewhere | 2022-12-31 | $248,677 |
| Administrative expenses (other) incurred | 2022-12-31 | $375 |
| 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 | $-3,563,761 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $31,240,688 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $34,804,449 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $24,082,722 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $27,838,820 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,051,780 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,046,831 |
| Interest on participant loans | 2022-12-31 | $3,746 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $5,938,267 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $5,785,954 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,479,809 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $97,469 |
| 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 | No |
| 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 | $920,663 |
| Employer contributions (assets) at end of year | 2022-12-31 | $34,526 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $16,800 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $686,937 |
| 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 | GELMAN ROSENBERG & FREEDMAN |
| Accountancy firm EIN | 2022-12-31 | 521392008 |
| Total income from all sources (including contributions) | 2022-01-01 | $-2,871,622 |
| Total of all expenses incurred | 2022-01-01 | $692,139 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $686,937 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $4,827 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,915,227 |
| Value of total assets at end of year | 2022-01-01 | $31,240,688 |
| Value of total assets at beginning of year | 2022-01-01 | $34,804,449 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $375 |
| Total interest from all sources | 2022-01-01 | $3,746 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $343,068 |
| 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 | $343,068 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| 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 | $941,684 |
| Participant contributions at end of year | 2022-01-01 | $36,961 |
| Participant contributions at beginning of year | 2022-01-01 | $17,170 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $52,880 |
| Assets. Loans (other than to participants) at end of year | 2022-01-01 | $96,432 |
| Assets. Loans (other than to participants) at beginning of year | 2022-01-01 | $98,874 |
| Other income not declared elsewhere | 2022-01-01 | $248,677 |
| Administrative expenses (other) incurred | 2022-01-01 | $375 |
| 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 | $-3,563,761 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $31,240,688 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $34,804,449 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $24,082,722 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $27,838,820 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,051,780 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $1,046,831 |
| Interest on participant loans | 2022-01-01 | $3,746 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $5,938,267 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $5,785,954 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-5,479,809 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $97,469 |
| 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 | No |
| 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 | $920,663 |
| Employer contributions (assets) at end of year | 2022-01-01 | $34,526 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $16,800 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $686,937 |
| 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 | GELMAN ROSENBERG & FREEDMAN |
| Accountancy firm EIN | 2022-01-01 | 521392008 |
| 2021 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 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 |
| Expenses. Interest paid | 2021-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $5,777,759 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,048,837 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,030,379 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of total corrective distributions | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,815,284 |
| Value of total assets at end of year | 2021-12-31 | $34,804,449 |
| Value of total assets at beginning of year | 2021-12-31 | $30,075,527 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $18,458 |
| Total income from rents | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $30,456 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $454,686 |
| 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 | $454,686 |
| Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
| Administrative expenses professional fees incurred | 2021-12-31 | $10,316 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| 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 | $854,517 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Participant contributions at end of year | 2021-12-31 | $17,170 |
| Participant contributions at beginning of year | 2021-12-31 | $11,652 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $82,655 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2021-12-31 | $98,874 |
| Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $45,085 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
| Other income not declared elsewhere | 2021-12-31 | $9,303 |
| Administrative expenses (other) incurred | 2021-12-31 | $0 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
| Total non interest bearing cash at end of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| 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 |
| Income. Non cash contributions | 2021-12-31 | $0 |
| Value of net income/loss | 2021-12-31 | $4,728,922 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $34,804,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,075,527 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
| Investment advisory and management fees | 2021-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $27,838,820 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $23,736,789 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,046,831 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $583,977 |
| Interest on participant loans | 2021-12-31 | $2,773 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
| Interest earned on other investments | 2021-12-31 | $27,683 |
| Income. Interest from US Government securities | 2021-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $5,785,954 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $5,686,132 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $253,440 |
| Asset value of US Government securities at end of year | 2021-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,325,504 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $142,526 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
| Contributions received in cash from employer | 2021-12-31 | $878,112 |
| Employer contributions (assets) at end of year | 2021-12-31 | $16,800 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $11,892 |
| Income. Dividends from preferred stock | 2021-12-31 | $0 |
| Income. Dividends from common stock | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $776,939 |
| Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
| Contract administrator fees | 2021-12-31 | $8,142 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | PBMARES, LLP |
| Accountancy firm EIN | 2021-12-31 | 540737372 |
| 2020 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION 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 | $5,207,397 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,327,553 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,327,553 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,614,349 |
| Value of total assets at end of year | 2020-12-31 | $30,075,527 |
| Value of total assets at beginning of year | 2020-12-31 | $26,195,683 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $221,611 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $212,835 |
| 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 | $212,835 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| 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 | $774,943 |
| Participant contributions at end of year | 2020-12-31 | $11,652 |
| Participant contributions at beginning of year | 2020-12-31 | $29,193 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $26,173 |
| Assets. Loans (other than to participants) at end of year | 2020-12-31 | $45,085 |
| Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
| Other income not declared elsewhere | 2020-12-31 | $6,819 |
| 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 | $3,879,844 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,075,527 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $26,195,683 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $23,736,789 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $20,024,194 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $583,977 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $684,360 |
| Interest on participant loans | 2020-12-31 | $1,135 |
| Interest earned on other investments | 2020-12-31 | $220,476 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $5,686,132 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $5,430,815 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $182,247 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,157,401 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-5,618 |
| 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 | $813,233 |
| Employer contributions (assets) at end of year | 2020-12-31 | $11,892 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $27,121 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,145,306 |
| 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 | RSM US LLP |
| Accountancy firm EIN | 2020-12-31 | 420714325 |
| 2019 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| 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 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 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 | $5,761,367 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,761,367 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,736,388 |
| Total of all expenses incurred | 2019-12-31 | $1,736,388 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,736,388 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,736,388 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,597,238 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,597,238 |
| Value of total assets at end of year | 2019-12-31 | $26,195,683 |
| Value of total assets at end of year | 2019-12-31 | $26,195,683 |
| Value of total assets at beginning of year | 2019-12-31 | $22,170,704 |
| Value of total assets at beginning of year | 2019-12-31 | $22,170,704 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $262,770 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $262,770 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| 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 | $262,770 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $262,770 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $726,973 |
| Contributions received from participants | 2019-12-31 | $726,973 |
| Participant contributions at end of year | 2019-12-31 | $29,193 |
| Participant contributions at end of year | 2019-12-31 | $29,193 |
| Participant contributions at beginning of year | 2019-12-31 | $28,408 |
| Participant contributions at beginning of year | 2019-12-31 | $28,408 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $88,919 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $88,919 |
| Other income not declared elsewhere | 2019-12-31 | $6,398 |
| Other income not declared elsewhere | 2019-12-31 | $6,398 |
| 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 |
| 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 | $4,024,979 |
| Value of net income/loss | 2019-12-31 | $4,024,979 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $26,195,683 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $26,195,683 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,170,704 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,170,704 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| 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 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 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $20,024,194 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $20,024,194 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $16,138,624 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $16,138,624 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $684,360 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $684,360 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $773,737 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $773,737 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $7,114 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $7,114 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $7,114 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $7,114 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $5,430,815 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $5,430,815 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $5,193,815 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $5,193,815 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,856,286 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,856,286 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $38,675 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $38,675 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| 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 |
| 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 |
| 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 | $781,346 |
| Contributions received in cash from employer | 2019-12-31 | $781,346 |
| Employer contributions (assets) at end of year | 2019-12-31 | $27,121 |
| Employer contributions (assets) at end of year | 2019-12-31 | $27,121 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $29,006 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $29,006 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,736,388 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,736,388 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| 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 |
| 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 |
| 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 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | RSM US LLP |
| Accountancy firm name | 2019-12-31 | RSM US LLP |
| Accountancy firm EIN | 2019-12-31 | 420714325 |
| Accountancy firm EIN | 2019-12-31 | 420714325 |
| 2018 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $612,696 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $937,084 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $922,352 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $14,572 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,437,548 |
| Value of total assets at end of year | 2018-12-31 | $22,170,704 |
| Value of total assets at beginning of year | 2018-12-31 | $22,495,092 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $160 |
| Total interest from all sources | 2018-12-31 | $61,550 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $202,911 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $202,911 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $682,596 |
| Participant contributions at end of year | 2018-12-31 | $28,408 |
| Participant contributions at beginning of year | 2018-12-31 | $26,524 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $13,286 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-324,388 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $22,170,704 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $22,495,092 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $16,138,624 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,615,151 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $773,737 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $707,002 |
| Interest earned on other investments | 2018-12-31 | $61,550 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $7,114 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $5,653 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $5,653 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $5,193,815 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $5,112,163 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,123,939 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $34,626 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $741,666 |
| Employer contributions (assets) at end of year | 2018-12-31 | $29,006 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $28,599 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $922,352 |
| Contract administrator fees | 2018-12-31 | $160 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2018-12-31 | 521855942 |
| 2017 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $4,336,892 |
| Total of all expenses incurred | 2017-12-31 | $1,082,200 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,057,503 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $24,697 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,398,549 |
| Value of total assets at end of year | 2017-12-31 | $22,495,092 |
| Value of total assets at beginning of year | 2017-12-31 | $19,240,400 |
| Total interest from all sources | 2017-12-31 | $50,910 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $126,259 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $126,259 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $600,383 |
| Participant contributions at end of year | 2017-12-31 | $26,524 |
| Participant contributions at beginning of year | 2017-12-31 | $20,567 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $104,264 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $3,254,692 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $22,495,092 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $19,240,400 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,615,151 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,583,224 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $707,002 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $588,909 |
| Interest earned on other investments | 2017-12-31 | $50,910 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $5,653 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,012 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,012 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $5,112,163 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $5,019,409 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,733,018 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $28,156 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $693,902 |
| Employer contributions (assets) at end of year | 2017-12-31 | $28,599 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $25,279 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,057,503 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2017-12-31 | 521855942 |
| 2016 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $1,785,326 |
| Total of all expenses incurred | 2016-12-31 | $429,957 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $429,957 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,062,490 |
| Value of total assets at end of year | 2016-12-31 | $12,115,873 |
| Value of total assets at beginning of year | 2016-12-31 | $10,760,504 |
| Total interest from all sources | 2016-12-31 | $85,754 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $101,062 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $101,062 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $481,169 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,355,369 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,115,873 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,760,504 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,427,473 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,821,391 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $5,655,600 |
| Interest earned on other investments | 2016-12-31 | $85,754 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,012 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,029,788 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,939,113 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $521,583 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $14,437 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $581,321 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $429,957 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2016-12-31 | 521855942 |
