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THE FOREIGN POLICY INITIATIVE 403(B) PLAN 401k Plan overview

Plan NameTHE FOREIGN POLICY INITIATIVE 403(B) PLAN
Plan identification number 001

THE FOREIGN POLICY INITIATIVE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

THE FOREIGN POLICY INITIATIVE has sponsored the creation of one or more 401k plans.

Company Name:THE FOREIGN POLICY INITIATIVE
Employer identification number (EIN):264392915
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FOREIGN POLICY INITIATIVE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DANIELLE BARROW
0012016-01-01DANIELLE BARROW
0012015-01-01CHRISTOPHER GRIFFIN
0012014-01-01CHRISTOPHER GRIFFIN
0012013-01-01CHRISTOPHER GRIFFIN
0012012-01-01CHRISTOPHER GRIFFIN
0012011-01-01JAMIE FLY
0012010-01-01JAMIE FLY
0012009-08-16JAMIE FLY JAMIE FLY2010-10-15

Financial Data on THE FOREIGN POLICY INITIATIVE 403(B) PLAN

Measure Date Value
2017 : THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$117,011
Expenses. Total of all expenses incurred2017-12-31$622,421
Benefits paid (including direct rollovers)2017-12-31$622,106
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$505,410
Value of fidelity bond covering the plan2017-12-31$30,000
Total contributions received or receivable from participants2017-12-31$33,471
Other income received2017-12-31$71,794
Net income (gross income less expenses)2017-12-31$-505,410
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$505,410
Total contributions received or receivable from employer(s)2017-12-31$11,746
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$315
2016 : THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$93,358
Expenses. Total of all expenses incurred2016-12-31$270
Total plan assets at end of year2016-12-31$505,410
Total plan assets at beginning of year2016-12-31$412,322
Value of fidelity bond covering the plan2016-12-31$30,000
Total contributions received or receivable from participants2016-12-31$42,343
Other income received2016-12-31$37,231
Net income (gross income less expenses)2016-12-31$93,088
Net plan assets at end of year (total assets less liabilities)2016-12-31$505,410
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$412,322
Total contributions received or receivable from employer(s)2016-12-31$13,784
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$270
2015 : THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$68,703
Expenses. Total of all expenses incurred2015-12-31$3,752
Benefits paid (including direct rollovers)2015-12-31$3,467
Total plan assets at end of year2015-12-31$412,322
Total plan assets at beginning of year2015-12-31$347,371
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$55,284
Other income received2015-12-31$-5,166
Net income (gross income less expenses)2015-12-31$64,951
Net plan assets at end of year (total assets less liabilities)2015-12-31$412,322
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$347,371
Total contributions received or receivable from employer(s)2015-12-31$18,585
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$285
2014 : THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$98,407
Expenses. Total of all expenses incurred2014-12-31$300
Total plan assets at end of year2014-12-31$347,371
Total plan assets at beginning of year2014-12-31$249,264
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$57,956
Other income received2014-12-31$20,933
Net income (gross income less expenses)2014-12-31$98,107
Net plan assets at end of year (total assets less liabilities)2014-12-31$347,371
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$249,264
Total contributions received or receivable from employer(s)2014-12-31$19,518
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$300
2013 : THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$114,306
Expenses. Total of all expenses incurred2013-12-31$115,707
Benefits paid (including direct rollovers)2013-12-31$115,452
Total plan assets at end of year2013-12-31$249,264
Total plan assets at beginning of year2013-12-31$250,665
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$54,308
Other income received2013-12-31$41,821
Net income (gross income less expenses)2013-12-31$-1,401
Net plan assets at end of year (total assets less liabilities)2013-12-31$249,264
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$250,665
Total contributions received or receivable from employer(s)2013-12-31$18,177
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$255
2012 : THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$62,685
Expenses. Total of all expenses incurred2012-12-31$3,554
Benefits paid (including direct rollovers)2012-12-31$1,094
Total plan assets at end of year2012-12-31$250,665
Total plan assets at beginning of year2012-12-31$153,663
Total contributions received or receivable from participants2012-12-31$57,355
Expenses. Other expenses not covered elsewhere2012-12-31$2,250
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-14,486
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$59,131
Net plan assets at end of year (total assets less liabilities)2012-12-31$250,665
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$153,663
Total contributions received or receivable from employer(s)2012-12-31$19,816
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$210
2011 : THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$2,302
Total income from all sources2011-12-31$74,497
Expenses. Total of all expenses incurred2011-12-31$17,460
Benefits paid (including direct rollovers)2011-12-31$14,889
Total plan assets at end of year2011-12-31$153,663
Total plan assets at beginning of year2011-12-31$94,324
Total contributions received or receivable from participants2011-12-31$58,698
Expenses. Other expenses not covered elsewhere2011-12-31$14
Contributions received from other sources (not participants or employers)2011-12-31$1,706
Other income received2011-12-31$-2,503
Net income (gross income less expenses)2011-12-31$57,037
Net plan assets at end of year (total assets less liabilities)2011-12-31$151,361
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$94,324
Total contributions received or receivable from employer(s)2011-12-31$16,596
Value of corrective distributions2011-12-31$2,302
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$255
2010 : THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$66,112
Expenses. Total of all expenses incurred2010-12-31$2,050
Benefits paid (including direct rollovers)2010-12-31$1,825
Total plan assets at end of year2010-12-31$94,324
Total plan assets at beginning of year2010-12-31$30,738
Total contributions received or receivable from participants2010-12-31$38,530
Contributions received from other sources (not participants or employers)2010-12-31$5,640
Other income received2010-12-31$9,587
Net income (gross income less expenses)2010-12-31$64,062
Net plan assets at end of year (total assets less liabilities)2010-12-31$94,324
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$30,738
Total contributions received or receivable from employer(s)2010-12-31$12,355
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$225

Form 5500 Responses for THE FOREIGN POLICY INITIATIVE 403(B) PLAN

2017: THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE FOREIGN POLICY INITIATIVE 403(B) PLAN 2009 form 5500 responses
2009-08-16Type of plan entitySingle employer plan
2009-08-16First time form 5500 has been submittedYes
2009-08-16Submission has been amendedNo
2009-08-16This submission is the final filingNo
2009-08-16This return/report is a short plan year return/report (less than 12 months)Yes
2009-08-16Plan is a collectively bargained planNo
2009-08-16Plan funding arrangement – TrustYes
2009-08-16Plan benefit arrangement - TrustYes

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