401k Plan data: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN plan

THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC.

Employer identification number (EIN): 942920286

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-03-01
001 2021-03-01
001 2020-03-01
001 2019-03-01
001 2018-03-01
001 2018-03-01
001 2017-03-01 ANGEL BARRIOS
001 2016-03-01 ANGEL BARRIOS
001 2016-03-01
001 2016-03-01
001 2015-03-01 ANGEL BARRIOS
001 2015-03-01 ANGEL BARRIOS
001 2014-03-01
001 2013-03-01
001 2012-03-01 JUNE NGUYEN
001 2011-03-01 ANGELITA BARRIOL
001 2010-03-01 JUNE NGUYEN
001 2009-03-01 ANGEL BARRIOS

Plan Statistics for THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-03-01 489
Total number of active participants reported on line 7a of the Form 5500 2022-03-01 133
Number of other retired or separated participants entitled to future benefits 2022-03-01 348
Total of all active and inactive participants 2022-03-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-03-01 3
Total participants 2022-03-01 484
Number of participants with account balances 2022-03-01 463
2021: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-03-01 482
Total number of active participants reported on line 7a of the Form 5500 2021-03-01 128
Number of retired or separated participants receiving benefits 2021-03-01 70
Number of other retired or separated participants entitled to future benefits 2021-03-01 290
Total of all active and inactive participants 2021-03-01 488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-03-01 1
Total participants 2021-03-01 489
Number of participants with account balances 2021-03-01 481
2020: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-03-01 481
Total number of active participants reported on line 7a of the Form 5500 2020-03-01 145
Number of retired or separated participants receiving benefits 2020-03-01 64
Number of other retired or separated participants entitled to future benefits 2020-03-01 272
Total of all active and inactive participants 2020-03-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-03-01 1
Total participants 2020-03-01 482
Number of participants with account balances 2020-03-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-03-01 0
2019: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-03-01 458
Total number of active participants reported on line 7a of the Form 5500 2019-03-01 145
Number of retired or separated participants receiving benefits 2019-03-01 43
Number of other retired or separated participants entitled to future benefits 2019-03-01 291
Total of all active and inactive participants 2019-03-01 479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-03-01 2
Total participants 2019-03-01 481
Number of participants with account balances 2019-03-01 455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-01 0
2018: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-03-01 565
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 143
Number of retired or separated participants receiving benefits 2018-03-01 41
Number of other retired or separated participants entitled to future benefits 2018-03-01 272
Total of all active and inactive participants 2018-03-01 456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 2
Total participants 2018-03-01 458
Number of participants with account balances 2018-03-01 438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 0
2017: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-03-01 441
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 279
Number of other retired or separated participants entitled to future benefits 2017-03-01 285
Total of all active and inactive participants 2017-03-01 564
Total participants 2017-03-01 564
Number of participants with account balances 2017-03-01 534
2016: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-03-01 410
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 200
Number of other retired or separated participants entitled to future benefits 2016-03-01 238
Total of all active and inactive participants 2016-03-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-01 2
Total participants 2016-03-01 440
Number of participants with account balances 2016-03-01 403
2015: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-03-01 395
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 175
Number of other retired or separated participants entitled to future benefits 2015-03-01 232
Total of all active and inactive participants 2015-03-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-01 2
Total participants 2015-03-01 409
Number of participants with account balances 2015-03-01 383
2014: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-03-01 366
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 160
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 232
Total of all active and inactive participants 2014-03-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 3
Total participants 2014-03-01 395
Number of participants with account balances 2014-03-01 369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 0
2013: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-01 381
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 153
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 234
Total of all active and inactive participants 2013-03-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 2
Total participants 2013-03-01 389
Number of participants with account balances 2013-03-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0
2012: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-03-01 380
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 146
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 233
Total of all active and inactive participants 2012-03-01 379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 2
Total participants 2012-03-01 381
Number of participants with account balances 2012-03-01 355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2011: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-03-01 371
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 150
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 230
Total of all active and inactive participants 2011-03-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 2
Total participants 2011-03-01 382
Number of participants with account balances 2011-03-01 347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 0
2010: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-03-01 367
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 144
Number of other retired or separated participants entitled to future benefits 2010-03-01 226
Total of all active and inactive participants 2010-03-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-01 1
Total participants 2010-03-01 371
Number of participants with account balances 2010-03-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-01 0
2009: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-03-01 340
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 115
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 231
Total of all active and inactive participants 2009-03-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 346
Number of participants with account balances 2009-03-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0

Measure	Date	Value
2022: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-03-01	489
Total number of active participants reported on line 7a of the Form 5500	2022-03-01	133
Number of other retired or separated participants entitled to future benefits	2022-03-01	348
Total of all active and inactive participants	2022-03-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-03-01	3
Total participants	2022-03-01	484
Number of participants with account balances	2022-03-01	463
2021: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-03-01	482
Total number of active participants reported on line 7a of the Form 5500	2021-03-01	128
Number of retired or separated participants receiving benefits	2021-03-01	70
Number of other retired or separated participants entitled to future benefits	2021-03-01	290
Total of all active and inactive participants	2021-03-01	488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-03-01	1
Total participants	2021-03-01	489
Number of participants with account balances	2021-03-01	481
2020: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-03-01	481
Total number of active participants reported on line 7a of the Form 5500	2020-03-01	145
Number of retired or separated participants receiving benefits	2020-03-01	64
Number of other retired or separated participants entitled to future benefits	2020-03-01	272
Total of all active and inactive participants	2020-03-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-03-01	1
Total participants	2020-03-01	482
Number of participants with account balances	2020-03-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-03-01	0
2019: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-03-01	458
Total number of active participants reported on line 7a of the Form 5500	2019-03-01	145
Number of retired or separated participants receiving benefits	2019-03-01	43
Number of other retired or separated participants entitled to future benefits	2019-03-01	291
Total of all active and inactive participants	2019-03-01	479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-03-01	2
Total participants	2019-03-01	481
Number of participants with account balances	2019-03-01	455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-01	0
2018: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-03-01	565
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	143
Number of retired or separated participants receiving benefits	2018-03-01	41
Number of other retired or separated participants entitled to future benefits	2018-03-01	272
Total of all active and inactive participants	2018-03-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	2
Total participants	2018-03-01	458
Number of participants with account balances	2018-03-01	438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	0
2017: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-03-01	441
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	279
Number of other retired or separated participants entitled to future benefits	2017-03-01	285
Total of all active and inactive participants	2017-03-01	564
Total participants	2017-03-01	564
Number of participants with account balances	2017-03-01	534
2016: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-03-01	410
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	200
Number of other retired or separated participants entitled to future benefits	2016-03-01	238
Total of all active and inactive participants	2016-03-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-01	2
Total participants	2016-03-01	440
Number of participants with account balances	2016-03-01	403
2015: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-03-01	395
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	175
Number of other retired or separated participants entitled to future benefits	2015-03-01	232
Total of all active and inactive participants	2015-03-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-01	2
Total participants	2015-03-01	409
Number of participants with account balances	2015-03-01	383
2014: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-03-01	366
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	160
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	232
Total of all active and inactive participants	2014-03-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	3
Total participants	2014-03-01	395
Number of participants with account balances	2014-03-01	369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	0
2013: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-01	381
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	153
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	234
Total of all active and inactive participants	2013-03-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	2
Total participants	2013-03-01	389
Number of participants with account balances	2013-03-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0
2012: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-03-01	380
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	146
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	233
Total of all active and inactive participants	2012-03-01	379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	2
Total participants	2012-03-01	381
Number of participants with account balances	2012-03-01	355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2011: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-03-01	371
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	150
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	230
Total of all active and inactive participants	2011-03-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	2
Total participants	2011-03-01	382
Number of participants with account balances	2011-03-01	347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	0
2010: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-03-01	367
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	144
Number of other retired or separated participants entitled to future benefits	2010-03-01	226
Total of all active and inactive participants	2010-03-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-01	1
Total participants	2010-03-01	371
Number of participants with account balances	2010-03-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-01	0
2009: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-03-01	340
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	115
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	231
Total of all active and inactive participants	2009-03-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	346
Number of participants with account balances	2009-03-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0

Financial Data on THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2023 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-02-28	$-43,334
Total of all expenses incurred	2023-02-28	$767,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-02-28	$757,249
Expenses. Certain deemed distributions of participant loans	2023-02-28	$9,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-02-28	$840,380
Value of total assets at end of year	2023-02-28	$14,385,562
Value of total assets at beginning of year	2023-02-28	$15,196,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-02-28	$300
Total interest from all sources	2023-02-28	$537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-02-28	No
Was this plan covered by a fidelity bond	2023-02-28	Yes
Value of fidelity bond cover	2023-02-28	$500,000
If this is an individual account plan, was there a blackout period	2023-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2023-02-28	No
Contributions received from participants	2023-02-28	$164,195
Participant contributions at end of year	2023-02-28	$11,038
Participant contributions at beginning of year	2023-02-28	$742
Participant contributions at end of year	2023-02-28	$6,182
Participant contributions at beginning of year	2023-02-28	$6,634
Administrative expenses (other) incurred	2023-02-28	$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-28	No
Value of net income/loss	2023-02-28	$-810,501
Value of net assets at end of year (total assets less liabilities)	2023-02-28	$14,385,562
Value of net assets at beginning of year (total assets less liabilities)	2023-02-28	$15,196,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-02-28	No
Were any leases to which the plan was party in default or uncollectible	2023-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-02-28	$6,847,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-02-28	$8,157,992
Value of interest in pooled separate accounts at end of year	2023-02-28	$4,226,065
Value of interest in pooled separate accounts at beginning of year	2023-02-28	$3,863,090
Interest on participant loans	2023-02-28	$537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-02-28	$3,273,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-02-28	$3,147,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-02-28	$-884,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-02-28	No
Was there a failure to transmit to the plan any participant contributions	2023-02-28	No
Has the plan failed to provide any benefit when due under the plan	2023-02-28	No
Contributions received in cash from employer	2023-02-28	$676,185
Employer contributions (assets) at end of year	2023-02-28	$21,758
Employer contributions (assets) at beginning of year	2023-02-28	$20,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-02-28	$757,249
Did the plan have assets held for investment	2023-02-28	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	2023-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-02-28	No
Opinion of an independent qualified public accountant for this plan	2023-02-28	Unqualified
Accountancy firm name	2023-02-28	MUN CPAS
Accountancy firm EIN	2023-02-28	200276349
2022 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-02-28	$1,405,454
Total of all expenses incurred	2022-02-28	$514,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-02-28	$498,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-02-28	$813,676
Value of total assets at end of year	2022-02-28	$15,196,063
Value of total assets at beginning of year	2022-02-28	$14,305,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-02-28	$16,399
Total interest from all sources	2022-02-28	$1,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-02-28	No
Was this plan covered by a fidelity bond	2022-02-28	Yes
Value of fidelity bond cover	2022-02-28	$500,000
If this is an individual account plan, was there a blackout period	2022-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2022-02-28	No
Contributions received from participants	2022-02-28	$191,466
Participant contributions at end of year	2022-02-28	$742
Participant contributions at beginning of year	2022-02-28	$2,267
Participant contributions at end of year	2022-02-28	$6,634
Administrative expenses (other) incurred	2022-02-28	$16,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-28	No
Value of net income/loss	2022-02-28	$890,565
Value of net assets at end of year (total assets less liabilities)	2022-02-28	$15,196,063
Value of net assets at beginning of year (total assets less liabilities)	2022-02-28	$14,305,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-02-28	No
Were any leases to which the plan was party in default or uncollectible	2022-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-02-28	$8,157,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-02-28	$8,042,370
Value of interest in pooled separate accounts at end of year	2022-02-28	$3,863,090
Value of interest in pooled separate accounts at beginning of year	2022-02-28	$3,142,701
Interest on participant loans	2022-02-28	$81
Interest earned on other investments	2022-02-28	$1,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-02-28	$3,147,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-02-28	$3,101,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-02-28	$590,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-02-28	No
Was there a failure to transmit to the plan any participant contributions	2022-02-28	No
Has the plan failed to provide any benefit when due under the plan	2022-02-28	No
Contributions received in cash from employer	2022-02-28	$622,210
Employer contributions (assets) at end of year	2022-02-28	$20,046
Employer contributions (assets) at beginning of year	2022-02-28	$16,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-02-28	$498,490
Did the plan have assets held for investment	2022-02-28	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	2022-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-02-28	No
Opinion of an independent qualified public accountant for this plan	2022-02-28	Unqualified
Accountancy firm name	2022-02-28	MUN CPAS
Accountancy firm EIN	2022-02-28	200276349
2021 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-02-28	$3,136,102
Total of all expenses incurred	2021-02-28	$391,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-02-28	$391,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-02-28	$714,111
Value of total assets at end of year	2021-02-28	$14,305,498
Value of total assets at beginning of year	2021-02-28	$11,561,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-02-28	$50
Total interest from all sources	2021-02-28	$640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-02-28	No
Was this plan covered by a fidelity bond	2021-02-28	Yes
Value of fidelity bond cover	2021-02-28	$500,000
If this is an individual account plan, was there a blackout period	2021-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2021-02-28	No
Contributions received from participants	2021-02-28	$182,411
Participant contributions at end of year	2021-02-28	$2,267
Participant contributions at beginning of year	2021-02-28	$2,645
Participant contributions at beginning of year	2021-02-28	$6,016
Income. Received or receivable in cash from other sources (including rollovers)	2021-02-28	$4,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-28	No
Value of net income/loss	2021-02-28	$2,744,417
Value of net assets at end of year (total assets less liabilities)	2021-02-28	$14,305,498
Value of net assets at beginning of year (total assets less liabilities)	2021-02-28	$11,561,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-02-28	No
Were any leases to which the plan was party in default or uncollectible	2021-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-02-28	$8,042,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-02-28	$6,471,805
Value of interest in pooled separate accounts at end of year	2021-02-28	$3,142,701
Value of interest in pooled separate accounts at beginning of year	2021-02-28	$1,972,178
Interest on participant loans	2021-02-28	$169
Interest earned on other investments	2021-02-28	$471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-02-28	$3,101,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-02-28	$3,088,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-02-28	$2,421,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-02-28	No
Was there a failure to transmit to the plan any participant contributions	2021-02-28	No
Has the plan failed to provide any benefit when due under the plan	2021-02-28	No
Contributions received in cash from employer	2021-02-28	$526,734
Employer contributions (assets) at end of year	2021-02-28	$16,429
Employer contributions (assets) at beginning of year	2021-02-28	$20,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-02-28	$391,635
Contract administrator fees	2021-02-28	$50
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	2021-02-28	No
Did the plan have assets held for investment	2021-02-28	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	2021-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-02-28	No
Opinion of an independent qualified public accountant for this plan	2021-02-28	Unqualified
Accountancy firm name	2021-02-28	MUN CPAS
Accountancy firm EIN	2021-02-28	200276349
2020 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-02-29	$1,201,831
Total of all expenses incurred	2020-02-29	$403,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-02-29	$392,328
Expenses. Certain deemed distributions of participant loans	2020-02-29	$10,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-02-29	$637,110
Value of total assets at end of year	2020-02-29	$11,561,081
Value of total assets at beginning of year	2020-02-29	$10,762,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-02-29	$200
Total interest from all sources	2020-02-29	$331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-02-29	No
Was this plan covered by a fidelity bond	2020-02-29	Yes
Value of fidelity bond cover	2020-02-29	$500,000
If this is an individual account plan, was there a blackout period	2020-02-29	No
Were there any nonexempt tranactions with any party-in-interest	2020-02-29	No
Contributions received from participants	2020-02-29	$147,332
Participant contributions at end of year	2020-02-29	$2,645
Participant contributions at beginning of year	2020-02-29	$9,705
Participant contributions at end of year	2020-02-29	$6,016
Participant contributions at beginning of year	2020-02-29	$6,036
Income. Received or receivable in cash from other sources (including rollovers)	2020-02-29	$2,307
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-02-29	$1,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-02-29	$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	2020-02-29	No
Value of net income/loss	2020-02-29	$798,722
Value of net assets at end of year (total assets less liabilities)	2020-02-29	$11,561,081
Value of net assets at beginning of year (total assets less liabilities)	2020-02-29	$10,762,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-02-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-02-29	No
Were any leases to which the plan was party in default or uncollectible	2020-02-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-02-29	$11,532,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-02-29	$7,698,785
Interest on participant loans	2020-02-29	$331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-02-29	$3,027,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-02-29	$564,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-02-29	No
Was there a failure to transmit to the plan any participant contributions	2020-02-29	Yes
Has the plan failed to provide any benefit when due under the plan	2020-02-29	No
Contributions received in cash from employer	2020-02-29	$487,471
Employer contributions (assets) at end of year	2020-02-29	$20,172
Employer contributions (assets) at beginning of year	2020-02-29	$20,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-02-29	$390,881
Contract administrator fees	2020-02-29	$200
Did the plan have assets held for investment	2020-02-29	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	2020-02-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-02-29	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-02-29	Yes
Opinion of an independent qualified public accountant for this plan	2020-02-29	Disclaimer
Accountancy firm name	2020-02-29	RJ RICCIARDI, CPA
Accountancy firm EIN	2020-02-29	201398210
2019 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total interest from all sources	2019-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-02-28	$0
Other income not declared elsewhere	2019-02-28	$-303
2018 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-02-28	$353
Total income from all sources (including contributions)	2018-02-28	$1,661,474
Total of all expenses incurred	2018-02-28	$349,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-02-28	$349,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-02-28	$583,523
Value of total assets at end of year	2018-02-28	$10,532,039
Value of total assets at beginning of year	2018-02-28	$9,219,571
Total interest from all sources	2018-02-28	$105,712
Total dividends received (eg from common stock, registered investment company shares)	2018-02-28	$972,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-02-28	$972,239
Was this plan covered by a fidelity bond	2018-02-28	Yes
Value of fidelity bond cover	2018-02-28	$14,000,000
If this is an individual account plan, was there a blackout period	2018-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2018-02-28	No
Contributions received from participants	2018-02-28	$148,785
Participant contributions at end of year	2018-02-28	$12,375
Participant contributions at beginning of year	2018-02-28	$13,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Value of net income/loss	2018-02-28	$1,312,115
Value of net assets at end of year (total assets less liabilities)	2018-02-28	$10,532,039
Value of net assets at beginning of year (total assets less liabilities)	2018-02-28	$9,219,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-02-28	No
Were any leases to which the plan was party in default or uncollectible	2018-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-02-28	$7,479,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-02-28	$6,430,214
Interest earned on other investments	2018-02-28	$105,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-02-28	$3,006,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-02-28	$2,737,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-02-28	No
Was there a failure to transmit to the plan any participant contributions	2018-02-28	No
Has the plan failed to provide any benefit when due under the plan	2018-02-28	No
Contributions received in cash from employer	2018-02-28	$434,738
Employer contributions (assets) at end of year	2018-02-28	$33,375
Employer contributions (assets) at beginning of year	2018-02-28	$38,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-02-28	$349,359
Did the plan have assets held for investment	2018-02-28	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	2018-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2018-02-28	Disclaimer
Accountancy firm name	2018-02-28	RJ RICCIARDI CPA
Accountancy firm EIN	2018-02-28	201398210
2017 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-02-28	$986,652
Total unrealized appreciation/depreciation of assets	2017-02-28	$986,652
Total income from all sources (including contributions)	2017-02-28	$1,594,272
Total of all expenses incurred	2017-02-28	$292,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-02-28	$292,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-02-28	$580,852
Value of total assets at end of year	2017-02-28	$9,219,571
Value of total assets at beginning of year	2017-02-28	$7,917,361
Total interest from all sources	2017-02-28	$26,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-02-28	No
Was this plan covered by a fidelity bond	2017-02-28	No
If this is an individual account plan, was there a blackout period	2017-02-28	No
Funding deficiency by the employer to the plan for this plan year	2017-02-28	$0
Minimum employer required contribution for this plan year	2017-02-28	$0
Amount contributed by the employer to the plan for this plan year	2017-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2017-02-28	No
Contributions received from participants	2017-02-28	$168,083
Participant contributions at end of year	2017-02-28	$13,380
Participant contributions at beginning of year	2017-02-28	$6,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-28	No
Value of net income/loss	2017-02-28	$1,302,210
Value of net assets at end of year (total assets less liabilities)	2017-02-28	$9,219,571
Value of net assets at beginning of year (total assets less liabilities)	2017-02-28	$7,917,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-02-28	No
Were any leases to which the plan was party in default or uncollectible	2017-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-02-28	$6,430,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-02-28	$5,453,030
Interest earned on other investments	2017-02-28	$26,768
Value of interest in common/collective trusts at end of year	2017-02-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-02-28	$2,737,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-02-28	$2,442,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-02-28	No
Was there a failure to transmit to the plan any participant contributions	2017-02-28	No
Has the plan failed to provide any benefit when due under the plan	2017-02-28	No
Contributions received in cash from employer	2017-02-28	$412,769
Employer contributions (assets) at end of year	2017-02-28	$38,274
Employer contributions (assets) at beginning of year	2017-02-28	$15,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-02-28	$292,062
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	2017-02-28	No
Did the plan have assets held for investment	2017-02-28	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	2017-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2017-02-28	Unqualified
Accountancy firm name	2017-02-28	MICHAEL OCONNOR - R.J. RICCIARDI
Accountancy firm EIN	2017-02-28	201398210
2016 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-02-29	$-378,901
Total unrealized appreciation/depreciation of assets	2016-02-29	$-378,901
Total income from all sources (including contributions)	2016-02-29	$152,313
Total of all expenses incurred	2016-02-29	$418,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-02-29	$418,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-02-29	$514,983
Value of total assets at end of year	2016-02-29	$7,917,361
Value of total assets at beginning of year	2016-02-29	$8,183,676
Total interest from all sources	2016-02-29	$16,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-02-29	No
Was this plan covered by a fidelity bond	2016-02-29	No
If this is an individual account plan, was there a blackout period	2016-02-29	No
Funding deficiency by the employer to the plan for this plan year	2016-02-29	$0
Minimum employer required contribution for this plan year	2016-02-29	$0
Amount contributed by the employer to the plan for this plan year	2016-02-29	$0
Were there any nonexempt tranactions with any party-in-interest	2016-02-29	No
Contributions received from participants	2016-02-29	$147,255
Participant contributions at end of year	2016-02-29	$6,685
Participant contributions at beginning of year	2016-02-29	$6,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-02-29	No
Value of net income/loss	2016-02-29	$-266,315
Value of net assets at end of year (total assets less liabilities)	2016-02-29	$7,917,361
Value of net assets at beginning of year (total assets less liabilities)	2016-02-29	$8,183,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-02-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-02-29	No
Were any leases to which the plan was party in default or uncollectible	2016-02-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-02-29	$5,453,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-02-29	$5,999,010
Interest earned on other investments	2016-02-29	$16,231
Value of interest in common/collective trusts at end of year	2016-02-29	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-02-29	$2,442,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-02-29	$2,164,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-02-29	No
Was there a failure to transmit to the plan any participant contributions	2016-02-29	No
Has the plan failed to provide any benefit when due under the plan	2016-02-29	No
Contributions received in cash from employer	2016-02-29	$367,728
Employer contributions (assets) at end of year	2016-02-29	$15,402
Employer contributions (assets) at beginning of year	2016-02-29	$14,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-02-29	$418,628
Did the plan have assets held for investment	2016-02-29	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	2016-02-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-02-29	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-02-29	Yes
Opinion of an independent qualified public accountant for this plan	2016-02-29	Disclaimer
Accountancy firm name	2016-02-29	MICHAEL OCONNOR - R.J. RICCIARDI
Accountancy firm EIN	2016-02-29	201398210
2015 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-02-28	$174,182
Total unrealized appreciation/depreciation of assets	2015-02-28	$174,182
Total income from all sources (including contributions)	2015-02-28	$1,043,404
Total of all expenses incurred	2015-02-28	$809,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-02-28	$809,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-02-28	$496,017
Value of total assets at end of year	2015-02-28	$8,183,677
Value of total assets at beginning of year	2015-02-28	$7,949,961
Total interest from all sources	2015-02-28	$17,779
Total dividends received (eg from common stock, registered investment company shares)	2015-02-28	$355,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-02-28	$355,426
Was this plan covered by a fidelity bond	2015-02-28	No
If this is an individual account plan, was there a blackout period	2015-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2015-02-28	No
Contributions received from participants	2015-02-28	$154,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-02-28	No
Value of net income/loss	2015-02-28	$233,716
Value of net assets at end of year (total assets less liabilities)	2015-02-28	$8,183,677
Value of net assets at beginning of year (total assets less liabilities)	2015-02-28	$7,949,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-02-28	No
Were any leases to which the plan was party in default or uncollectible	2015-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-02-28	$5,999,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-02-28	$5,941,747
Interest earned on other investments	2015-02-28	$17,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-02-28	$2,164,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-02-28	$1,981,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-02-28	No
Was there a failure to transmit to the plan any participant contributions	2015-02-28	No
Has the plan failed to provide any benefit when due under the plan	2015-02-28	No
Contributions received in cash from employer	2015-02-28	$341,117
Employer contributions (assets) at end of year	2015-02-28	$20,333
Employer contributions (assets) at beginning of year	2015-02-28	$26,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-02-28	$809,688
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	2015-02-28	No
Did the plan have assets held for investment	2015-02-28	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	2015-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2015-02-28	Disclaimer
Accountancy firm name	2015-02-28	R.J. RICCIARDI, INC. CPA
Accountancy firm EIN	2015-02-28	201398210
2014 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-02-28	$862,317
Total unrealized appreciation/depreciation of assets	2014-02-28	$862,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-02-28	$0
Total income from all sources (including contributions)	2014-02-28	$1,394,716
Total loss/gain on sale of assets	2014-02-28	$0
Total of all expenses incurred	2014-02-28	$188,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-02-28	$188,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-02-28	$466,697
Value of total assets at end of year	2014-02-28	$7,949,961
Value of total assets at beginning of year	2014-02-28	$6,743,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-02-28	$0
Total interest from all sources	2014-02-28	$15,956
Total dividends received (eg from common stock, registered investment company shares)	2014-02-28	$49,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-02-28	$49,746
Was this plan covered by a fidelity bond	2014-02-28	No
If this is an individual account plan, was there a blackout period	2014-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2014-02-28	No
Contributions received from participants	2014-02-28	$153,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-02-28	No
Value of net income/loss	2014-02-28	$1,206,700
Value of net assets at end of year (total assets less liabilities)	2014-02-28	$7,949,961
Value of net assets at beginning of year (total assets less liabilities)	2014-02-28	$6,743,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-02-28	No
Were any leases to which the plan was party in default or uncollectible	2014-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-02-28	$5,941,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-02-28	$4,922,668
Interest on participant loans	2014-02-28	$0
Interest earned on other investments	2014-02-28	$15,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-02-28	$1,981,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-02-28	$1,788,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-02-28	No
Was there a failure to transmit to the plan any participant contributions	2014-02-28	No
Has the plan failed to provide any benefit when due under the plan	2014-02-28	No
Contributions received in cash from employer	2014-02-28	$312,987
Employer contributions (assets) at end of year	2014-02-28	$26,456
Employer contributions (assets) at beginning of year	2014-02-28	$32,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-02-28	$188,016
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	2014-02-28	No
Did the plan have assets held for investment	2014-02-28	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	2014-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2014-02-28	Disclaimer
Accountancy firm name	2014-02-28	R.J. RICCIARDI, INC. CPA
Accountancy firm EIN	2014-02-28	201398210
2013 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-02-28	$381,068
Total unrealized appreciation/depreciation of assets	2013-02-28	$381,068
Total income from all sources (including contributions)	2013-02-28	$995,292
Total of all expenses incurred	2013-02-28	$199,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-02-28	$199,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-02-28	$547,161
Value of total assets at end of year	2013-02-28	$6,743,261
Value of total assets at beginning of year	2013-02-28	$5,947,150
Total interest from all sources	2013-02-28	$13,577
Total dividends received (eg from common stock, registered investment company shares)	2013-02-28	$53,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-02-28	$53,486
Was this plan covered by a fidelity bond	2013-02-28	No
If this is an individual account plan, was there a blackout period	2013-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2013-02-28	No
Contributions received from participants	2013-02-28	$181,025
Income. Received or receivable in cash from other sources (including rollovers)	2013-02-28	$2,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-02-28	No
Value of net income/loss	2013-02-28	$796,111
Value of net assets at end of year (total assets less liabilities)	2013-02-28	$6,743,261
Value of net assets at beginning of year (total assets less liabilities)	2013-02-28	$5,947,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-02-28	No
Were any leases to which the plan was party in default or uncollectible	2013-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-02-28	$4,922,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-02-28	$4,372,664
Interest on participant loans	2013-02-28	$3
Interest earned on other investments	2013-02-28	$13,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-02-28	$1,788,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-02-28	$1,552,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-02-28	No
Was there a failure to transmit to the plan any participant contributions	2013-02-28	No
Has the plan failed to provide any benefit when due under the plan	2013-02-28	No
Contributions received in cash from employer	2013-02-28	$363,510
Employer contributions (assets) at end of year	2013-02-28	$32,399
Employer contributions (assets) at beginning of year	2013-02-28	$22,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-02-28	$199,181
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	2013-02-28	No
Did the plan have assets held for investment	2013-02-28	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	2013-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2013-02-28	Disclaimer
Accountancy firm name	2013-02-28	R.J. RICCIARDI, INC. CPA
Accountancy firm EIN	2013-02-28	201398210
2012 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-02-29	$670,462
Total of all expenses incurred	2012-02-29	$173,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-02-29	$173,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-02-29	$492,133
Value of total assets at end of year	2012-02-29	$5,924,691
Value of total assets at beginning of year	2012-02-29	$5,427,701
Total interest from all sources	2012-02-29	$13,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-02-29	No
Was this plan covered by a fidelity bond	2012-02-29	No
If this is an individual account plan, was there a blackout period	2012-02-29	No
Were there any nonexempt tranactions with any party-in-interest	2012-02-29	No
Contributions received from participants	2012-02-29	$152,585
Other income not declared elsewhere	2012-02-29	$44,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-02-29	No
Value of net income/loss	2012-02-29	$496,990
Value of net assets at end of year (total assets less liabilities)	2012-02-29	$5,924,691
Value of net assets at beginning of year (total assets less liabilities)	2012-02-29	$5,427,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-02-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-02-29	No
Were any leases to which the plan was party in default or uncollectible	2012-02-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-02-29	$4,372,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-02-29	$4,029,862
Interest earned on other investments	2012-02-29	$13,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-02-29	$1,552,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-02-29	$1,397,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-02-29	$119,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-02-29	No
Was there a failure to transmit to the plan any participant contributions	2012-02-29	No
Has the plan failed to provide any benefit when due under the plan	2012-02-29	No
Contributions received in cash from employer	2012-02-29	$339,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-02-29	$173,472
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	2012-02-29	No
Did the plan have assets held for investment	2012-02-29	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	2012-02-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-02-29	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-02-29	Yes
Opinion of an independent qualified public accountant for this plan	2012-02-29	Disclaimer
Accountancy firm name	2012-02-29	R.J. RICCIARDI, INC. CPA
Accountancy firm EIN	2012-02-29	201398210
2011 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-02-28	$1,129,579
Total of all expenses incurred	2011-02-28	$58,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-02-28	$58,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-02-28	$497,579
Value of total assets at end of year	2011-02-28	$5,427,701
Value of total assets at beginning of year	2011-02-28	$4,356,736
Total interest from all sources	2011-02-28	$10,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-02-28	No
Was this plan covered by a fidelity bond	2011-02-28	No
If this is an individual account plan, was there a blackout period	2011-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2011-02-28	No
Contributions received from participants	2011-02-28	$142,203
Other income not declared elsewhere	2011-02-28	$621,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-02-28	No
Value of net income/loss	2011-02-28	$1,070,965
Value of net assets at end of year (total assets less liabilities)	2011-02-28	$5,427,701
Value of net assets at beginning of year (total assets less liabilities)	2011-02-28	$4,356,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-02-28	No
Were any leases to which the plan was party in default or uncollectible	2011-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-02-28	$4,029,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-02-28	$3,106,114
Interest earned on other investments	2011-02-28	$10,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-02-28	$1,397,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-02-28	$1,250,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-02-28	No
Was there a failure to transmit to the plan any participant contributions	2011-02-28	No
Has the plan failed to provide any benefit when due under the plan	2011-02-28	No
Contributions received in cash from employer	2011-02-28	$355,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-02-28	$58,614
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	2011-02-28	No
Did the plan have assets held for investment	2011-02-28	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	2011-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2011-02-28	Disclaimer
Accountancy firm name	2011-02-28	R.J. RICCIARDI, INC. CPA
Accountancy firm EIN	2011-02-28	201398210
2010 : THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-02-28	$0

Form 5500 Responses for THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

2022: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-03-01	Type of plan entity	Single employer plan
2022-03-01	Plan funding arrangement – Insurance	Yes
2022-03-01	Plan funding arrangement – Trust	Yes
2022-03-01	Plan benefit arrangement – Insurance	Yes
2022-03-01	Plan benefit arrangement - Trust	Yes
2021: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-03-01	Type of plan entity	Single employer plan
2021-03-01	Submission has been amended	Yes
2021-03-01	Plan funding arrangement – Insurance	Yes
2021-03-01	Plan funding arrangement – Trust	Yes
2021-03-01	Plan benefit arrangement – Insurance	Yes
2021-03-01	Plan benefit arrangement - Trust	Yes
2020: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-03-01	Type of plan entity	Single employer plan
2020-03-01	Plan funding arrangement – Insurance	Yes
2020-03-01	Plan funding arrangement – Trust	Yes
2020-03-01	Plan benefit arrangement – Insurance	Yes
2020-03-01	Plan benefit arrangement - Trust	Yes
2019: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-03-01	Type of plan entity	Single employer plan
2019-03-01	Plan funding arrangement – Insurance	Yes
2019-03-01	Plan funding arrangement – Trust	Yes
2019-03-01	Plan benefit arrangement – Insurance	Yes
2019-03-01	Plan benefit arrangement - Trust	Yes
2018: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Submission has been amended	Yes
2018-03-01	Plan funding arrangement – Insurance	Yes
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement – Insurance	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Plan funding arrangement – Insurance	Yes
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement – Insurance	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Plan funding arrangement – Insurance	Yes
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement – Insurance	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Plan funding arrangement – Insurance	Yes
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement – Insurance	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Plan funding arrangement – Insurance	Yes
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement – Insurance	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Insurance	Yes
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement – Insurance	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Insurance	Yes
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement – Insurance	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Plan funding arrangement – Insurance	Yes
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement – Insurance	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Plan funding arrangement – Insurance	Yes
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement – Insurance	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	No
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Insurance	Yes
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement – Insurance	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664176

Policy instance

Insurance contract or identification number	664176
Number of Individuals Covered	189
Insurance policy start date	2022-05-01
Insurance policy end date	2023-02-28
Total amount of commissions paid to insurance broker	USD $9,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,908
Insurance broker organization code?	4

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	373
Insurance policy start date	2022-03-01
Insurance policy end date	2023-02-28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

Policy instance

Number of Individuals Covered	187
Total amount of commissions paid to insurance broker	USD $78
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $73
Insurance broker organization code?	4

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	382
Insurance policy start date	2021-03-01
Insurance policy end date	2022-02-28
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

Policy instance

Number of Individuals Covered	187
Total amount of commissions paid to insurance broker	USD $6,098
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,911
Insurance broker organization code?	4

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	390
Insurance policy start date	2020-03-01
Insurance policy end date	2021-02-28
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	394
Insurance policy start date	2019-03-01
Insurance policy end date	2020-02-28
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	403
Insurance policy start date	2018-03-01
Insurance policy end date	2019-02-28
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664176

Policy instance

Insurance contract or identification number	664176
Number of Individuals Covered	147
Insurance policy start date	2018-03-01
Insurance policy end date	2019-02-28
Total amount of commissions paid to insurance broker	USD $1,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $226
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664176

Policy instance

Insurance contract or identification number	664176
Number of Individuals Covered	128
Insurance policy start date	2017-03-01
Insurance policy end date	2018-02-28
Total amount of commissions paid to insurance broker	USD $2
Commission paid to Insurance Broker	USD $2
Insurance broker organization code?	3
Insurance broker name	SIGNATOR INSURANCE AGENCY

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	414
Insurance policy start date	2017-03-01
Insurance policy end date	2018-02-28
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	383
Insurance policy start date	2015-03-01
Insurance policy end date	2016-02-28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	369
Insurance policy start date	2014-03-01
Insurance policy end date	2015-02-28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	360
Insurance policy start date	2013-03-01
Insurance policy end date	2014-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	365
Insurance policy start date	2012-03-01
Insurance policy end date	2013-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	347
Insurance policy start date	2011-03-01
Insurance policy end date	2012-02-28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386504

Policy instance

Insurance contract or identification number	386504
Number of Individuals Covered	337
Insurance policy start date	2010-03-01
Insurance policy end date	2011-02-28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC.
Employer identification number (EIN):	942920286
NAIC Classification:	611000