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SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 401k Plan overview

Plan NameSOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN
Plan identification number 001

SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.

401k Sponsoring company profile

SOCIAL SCIENCE RESEARCH COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:SOCIAL SCIENCE RESEARCH COUNCIL
Employer identification number (EIN):131325070
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SOCIAL SCIENCE RESEARCH COUNCIL

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2002-06-20
Company Identification Number: 2781360
Legal Registered Office Address: 810 SEVENTH AVENUE 31ST FL
New York
NEW YORK
United States of America (USA)
10019

More information about SOCIAL SCIENCE RESEARCH COUNCIL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GAIL KOVACH2018-10-02 GAIL KOVACH2018-10-02
0012016-01-01GAIL KOVACH2017-10-11 GAIL KOVACH2017-10-11
0012015-01-01GAIL KOVACH2016-10-16 GAIL KOVACH2016-10-16
0012014-01-01GAIL KOVACH2015-10-13 GAIL KOVACH2015-10-13
0012013-01-01GAIL KOVACH2014-09-29 GAIL KOVACH2014-09-29
0012012-01-01GAIL KOVACH2013-10-11 GAIL KOVACH2013-10-11
0012011-01-01GAIL KOVACH2012-07-31 GAIL KOVACH2012-07-31
0012010-01-01GAIL KOVACH2011-10-14 GAIL KOVACH2011-10-14

Plan Statistics for SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN

401k plan membership statisitcs for SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN

Measure Date Value
2022: SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-0158
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01236
Total of all active and inactive participants2022-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01301
Number of participants with account balances2022-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01295
Total number of active participants reported on line 7a of the Form 55002021-01-0149
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01235
Total of all active and inactive participants2021-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01289
Number of participants with account balances2021-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01288
Total number of active participants reported on line 7a of the Form 55002020-01-0149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01238
Total of all active and inactive participants2020-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01287
Number of participants with account balances2020-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01287
Total number of active participants reported on line 7a of the Form 55002019-01-01119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01175
Total of all active and inactive participants2019-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01295
Number of participants with account balances2019-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01278
Total number of active participants reported on line 7a of the Form 55002018-01-01122
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01165
Total of all active and inactive participants2018-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01287
Number of participants with account balances2018-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN

Measure Date Value
2022 : SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,829,669
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,725,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,700,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$664,122
Value of total assets at end of year2022-12-31$27,659,800
Value of total assets at beginning of year2022-12-31$33,214,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,369
Total interest from all sources2022-12-31$291,549
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$212,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$212,336
Administrative expenses professional fees incurred2022-12-31$9,294
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$181,838
Participant contributions at end of year2022-12-31$28,249
Participant contributions at beginning of year2022-12-31$33,333
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,510
Other income not declared elsewhere2022-12-31$26,969
Administrative expenses (other) incurred2022-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,554,671
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,659,800
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,214,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,130,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,468,942
Value of interest in pooled separate accounts at end of year2022-12-31$1,362,143
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,574,615
Interest on participant loans2022-12-31$1,352
Interest earned on other investments2022-12-31$290,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,138,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,137,581
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$67,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,163,544
Net investment gain/loss from pooled separate accounts2022-12-31$138,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$476,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,632,767
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,885,681
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,558,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,524,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$725,359
Value of total assets at end of year2021-12-31$33,214,471
Value of total assets at beginning of year2021-12-31$30,887,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,143
Total interest from all sources2021-12-31$261,103
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$163,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$163,389
Administrative expenses professional fees incurred2021-12-31$11,338
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$191,254
Participant contributions at end of year2021-12-31$33,333
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,254
Other income not declared elsewhere2021-12-31$21,364
Administrative expenses (other) incurred2021-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,326,929
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,214,471
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,887,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,468,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,783,869
Value of interest in pooled separate accounts at end of year2021-12-31$1,574,615
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,347,345
Interest on participant loans2021-12-31$1,379
Interest earned on other investments2021-12-31$259,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,137,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,756,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,475,602
Net investment gain/loss from pooled separate accounts2021-12-31$238,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$520,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,524,609
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$7,363,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,373,824
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,763,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,732,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$558,238
Value of total assets at end of year2020-12-31$30,887,542
Value of total assets at beginning of year2020-12-31$22,913,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,749
Total interest from all sources2020-12-31$250,599
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$63,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$63,686
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,154
Other income not declared elsewhere2020-12-31$14,424
Administrative expenses (other) incurred2020-12-31$4,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$610,601
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,887,542
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,913,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$26,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,783,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,265,712
Value of interest in pooled separate accounts at end of year2020-12-31$1,347,345
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,448,675
Interest earned on other investments2020-12-31$250,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,756,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,198,998
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$15,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,500,169
Net investment gain/loss from pooled separate accounts2020-12-31$-13,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$557,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,716,796
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,004,290
Total income from all sources (including contributions)2019-12-31$4,004,290
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,223,795
Total of all expenses incurred2019-12-31$1,223,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,215,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,215,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$625,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$625,841
Value of total assets at end of year2019-12-31$22,913,385
Value of total assets at end of year2019-12-31$22,913,385
Value of total assets at beginning of year2019-12-31$20,132,890
Value of total assets at beginning of year2019-12-31$20,132,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,137
Total interest from all sources2019-12-31$255,161
Total interest from all sources2019-12-31$255,161
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$40,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$40,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$40,776
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$40,776
Administrative expenses professional fees incurred2019-12-31$2,500
Administrative expenses professional fees incurred2019-12-31$2,500
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$15,226
Other income not declared elsewhere2019-12-31$15,226
Administrative expenses (other) incurred2019-12-31$5,637
Administrative expenses (other) incurred2019-12-31$5,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,780,495
Value of net income/loss2019-12-31$2,780,495
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,913,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,913,385
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,132,890
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,132,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,265,712
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,265,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,541,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,541,661
Value of interest in pooled separate accounts at end of year2019-12-31$1,448,675
Value of interest in pooled separate accounts at end of year2019-12-31$1,448,675
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,333,947
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,333,947
Interest earned on other investments2019-12-31$255,161
Interest earned on other investments2019-12-31$255,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,198,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,198,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,257,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,257,282
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$70,814
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$70,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,992,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,992,846
Net investment gain/loss from pooled separate accounts2019-12-31$74,440
Net investment gain/loss from pooled separate accounts2019-12-31$74,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$625,841
Contributions received in cash from employer2019-12-31$625,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,144,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,144,844
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
Accountancy firm EIN2019-12-31271728945
2018 : SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$11,098,205
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$665,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$640,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$634,260
Value of total assets at end of year2018-12-31$20,132,891
Value of total assets at beginning of year2018-12-31$9,699,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,932
Total interest from all sources2018-12-31$266,001
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$22,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$22,595
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$11,129,876
Administrative expenses (other) incurred2018-12-31$24,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$10,432,990
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,132,891
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,699,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,541,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,487,740
Value of interest in pooled separate accounts at end of year2018-12-31$1,333,947
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,240,965
Interest earned on other investments2018-12-31$266,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,257,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,971,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,014,198
Net investment gain/loss from pooled separate accounts2018-12-31$59,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$634,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$640,283
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No

Form 5500 Responses for SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN

2022: SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367131
Policy instance 1
Insurance contract or identification number367131
Number of Individuals Covered234
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number367131
Policy instance 1
Insurance contract or identification number367131
Number of Individuals Covered247
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number367131
Policy instance 1
Insurance contract or identification number367131
Number of Individuals Covered250
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number367131
Policy instance 1
Insurance contract or identification number367131
Number of Individuals Covered258
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number367131
Policy instance 1
Insurance contract or identification number367131
Number of Individuals Covered264
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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