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UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN
Plan identification number 002

UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) 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 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.
  • 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

UNIVERSITIES SPACE RESEARCH ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITIES SPACE RESEARCH ASSOCIATION
Employer identification number (EIN):520892064
NAIC Classification:541700

Additional information about UNIVERSITIES SPACE RESEARCH ASSOCIATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1970-09-28
Company Identification Number: 0003083307
Legal Registered Office Address: 7178 COLUMBIA GATEWAY DR STE D

COLUMBIA
United States of America (USA)
21046

More information about UNIVERSITIES SPACE RESEARCH ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JEANIE GREENWELL PAULA KING2018-09-28
0022016-01-01JEANIE GREENWELL PAULA KING2017-10-16
0022015-01-01VALERIE UTSEY
0022014-01-01VALERIE UTSEY
0022013-01-01VALERIE UTSEY
0022012-01-01VALERIE UTSEY

Plan Statistics for UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN

Measure Date Value
2022: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01693
Total number of active participants reported on line 7a of the Form 55002022-01-01262
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01393
Total of all active and inactive participants2022-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01663
Number of participants with account balances2022-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0163
2021: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01672
Total number of active participants reported on line 7a of the Form 55002021-01-01316
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01371
Total of all active and inactive participants2021-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01693
Number of participants with account balances2021-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0175
2020: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01662
Total number of active participants reported on line 7a of the Form 55002020-01-01447
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01222
Total of all active and inactive participants2020-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01672
Number of participants with account balances2020-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01655
Total number of active participants reported on line 7a of the Form 55002019-01-01428
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01229
Total of all active and inactive participants2019-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01662
Number of participants with account balances2019-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01627
Total number of active participants reported on line 7a of the Form 55002018-01-01432
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01218
Total of all active and inactive participants2018-01-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01654
Number of participants with account balances2018-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01600
Total number of active participants reported on line 7a of the Form 55002017-01-01440
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01163
Total of all active and inactive participants2017-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01607
Number of participants with account balances2017-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01527
Total number of active participants reported on line 7a of the Form 55002016-01-01451
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01145
Total of all active and inactive participants2016-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01599
Number of participants with account balances2016-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01512
Total number of active participants reported on line 7a of the Form 55002015-01-01383
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01140
Total of all active and inactive participants2015-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01526
Number of participants with account balances2015-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01477
Total number of active participants reported on line 7a of the Form 55002014-01-01429
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01510
Number of participants with account balances2014-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01421
Total number of active participants reported on line 7a of the Form 55002013-01-01411
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01469
Number of participants with account balances2013-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01416
Total number of active participants reported on line 7a of the Form 55002012-01-01387
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01421
Number of participants with account balances2012-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN

Measure Date Value
2022 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-9,668,876
Total of all expenses incurred2022-12-31$12,245,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,059,634
Value of total corrective distributions2022-12-31$2,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,647,894
Value of total assets at end of year2022-12-31$75,602,588
Value of total assets at beginning of year2022-12-31$97,516,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$183,281
Total interest from all sources2022-12-31$13,650
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,411,689
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$1,411,689
Administrative expenses professional fees incurred2022-12-31$25,800
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$3,794,982
Participant contributions at end of year2022-12-31$255,394
Participant contributions at beginning of year2022-12-31$298,239
Participant contributions at end of year2022-12-31$102,760
Participant contributions at beginning of year2022-12-31$120,911
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$112,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$104,903
Total non interest bearing cash at end of year2022-12-31$166,124
Total non interest bearing cash at beginning of year2022-12-31$126,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,914,401
Value of net assets at end of year (total assets less liabilities)2022-12-31$75,602,588
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$97,516,989
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$52,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$71,030,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$93,084,429
Interest on participant loans2022-12-31$12,627
Value of interest in common/collective trusts at end of year2022-12-31$3,626,407
Value of interest in common/collective trusts at beginning of year2022-12-31$3,606,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$297,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$131,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$131,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,806,319
Net investment gain or loss from common/collective trusts2022-12-31$64,210
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$3,740,095
Employer contributions (assets) at end of year2022-12-31$123,145
Employer contributions (assets) at beginning of year2022-12-31$149,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,059,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$22,613,124
Total of all expenses incurred2021-12-31$9,310,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,166,545
Value of total corrective distributions2021-12-31$283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,666,798
Value of total assets at end of year2021-12-31$97,516,989
Value of total assets at beginning of year2021-12-31$84,214,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$143,316
Total interest from all sources2021-12-31$15,207
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,149,413
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$2,149,413
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$5,040,216
Participant contributions at end of year2021-12-31$298,239
Participant contributions at beginning of year2021-12-31$299,253
Participant contributions at end of year2021-12-31$120,911
Participant contributions at beginning of year2021-12-31$132
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$850,595
Administrative expenses (other) incurred2021-12-31$91,438
Total non interest bearing cash at end of year2021-12-31$126,176
Total non interest bearing cash at beginning of year2021-12-31$41,411
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$13,302,980
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,516,989
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,214,009
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$51,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$93,084,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$80,225,319
Interest on participant loans2021-12-31$15,207
Value of interest in common/collective trusts at end of year2021-12-31$3,606,248
Value of interest in common/collective trusts at beginning of year2021-12-31$3,593,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$131,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$54,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$54,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,736,412
Net investment gain or loss from common/collective trusts2021-12-31$45,294
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$4,775,987
Employer contributions (assets) at end of year2021-12-31$149,343
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,166,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$21,063,975
Total of all expenses incurred2020-12-31$7,798,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,677,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,102,920
Value of total assets at end of year2020-12-31$84,214,009
Value of total assets at beginning of year2020-12-31$70,948,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$121,152
Total interest from all sources2020-12-31$18,526
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,201,139
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$1,201,139
Administrative expenses professional fees incurred2020-12-31$24,318
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Contributions received from participants2020-12-31$5,130,272
Participant contributions at end of year2020-12-31$299,253
Participant contributions at beginning of year2020-12-31$455,111
Participant contributions at end of year2020-12-31$132
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$83,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$753
Administrative expenses (other) incurred2020-12-31$42,884
Total non interest bearing cash at end of year2020-12-31$41,411
Total non interest bearing cash at beginning of year2020-12-31$86,566
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$13,265,349
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,214,009
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$70,948,660
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$53,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$80,225,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,551,542
Interest on participant loans2020-12-31$18,467
Value of interest in common/collective trusts at end of year2020-12-31$3,593,073
Value of interest in common/collective trusts at beginning of year2020-12-31$67,747,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$54,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$56,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$56,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,670,301
Net investment gain or loss from common/collective trusts2020-12-31$71,089
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$4,889,078
Employer contributions (assets) at beginning of year2020-12-31$51,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,677,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$22,650,360
Total of all expenses incurred2019-12-31$6,199,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,048,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,836,057
Value of total assets at end of year2019-12-31$70,948,660
Value of total assets at beginning of year2019-12-31$54,497,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$151,036
Total interest from all sources2019-12-31$21,747
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,347,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$15,692
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$4,766,641
Participant contributions at end of year2019-12-31$455,111
Participant contributions at beginning of year2019-12-31$366,709
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$158,191
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$292,089
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$992
Administrative expenses (other) incurred2019-12-31$85,069
Total non interest bearing cash at end of year2019-12-31$86,566
Total non interest bearing cash at beginning of year2019-12-31$58,551
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$16,450,762
Value of net assets at end of year (total assets less liabilities)2019-12-31$70,948,660
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,497,898
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$50,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,551,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$51,273,019
Interest on participant loans2019-12-31$21,543
Value of interest in common/collective trusts at end of year2019-12-31$67,747,045
Value of interest in common/collective trusts at beginning of year2019-12-31$2,434,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$56,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,384,293
Net investment gain or loss from common/collective trusts2019-12-31$61,258
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,777,327
Employer contributions (assets) at end of year2019-12-31$51,119
Employer contributions (assets) at beginning of year2019-12-31$188,027
Income. Dividends from common stock2019-12-31$1,347,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,048,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
2018 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$5,993,934
Total of all expenses incurred2018-12-31$5,036,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,891,922
Expenses. Certain deemed distributions of participant loans2018-12-31$13,045
Value of total corrective distributions2018-12-31$1,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,615,959
Value of total assets at end of year2018-12-31$54,497,898
Value of total assets at beginning of year2018-12-31$53,540,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$130,406
Total interest from all sources2018-12-31$17,133
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,112,997
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$1,112,997
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Contributions received from participants2018-12-31$4,648,573
Participant contributions at end of year2018-12-31$366,709
Participant contributions at beginning of year2018-12-31$363,127
Participant contributions at end of year2018-12-31$158,191
Participant contributions at beginning of year2018-12-31$152,051
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$253,663
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,133
Administrative expenses (other) incurred2018-12-31$79,690
Total non interest bearing cash at end of year2018-12-31$58,551
Total non interest bearing cash at beginning of year2018-12-31$25,097
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$957,344
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,497,898
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,540,554
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
Investment advisory and management fees2018-12-31$50,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$51,273,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,393,713
Interest on participant loans2018-12-31$17,050
Value of interest in common/collective trusts at end of year2018-12-31$2,434,944
Value of interest in common/collective trusts at beginning of year2018-12-31$2,413,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$83
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,800,508
Net investment gain or loss from common/collective trusts2018-12-31$48,353
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$4,713,723
Employer contributions (assets) at end of year2018-12-31$188,027
Employer contributions (assets) at beginning of year2018-12-31$187,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,891,922
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2018-12-31521743645
2017 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$16,931,995
Total of all expenses incurred2017-12-31$4,668,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,534,900
Value of total corrective distributions2017-12-31$534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,586,824
Value of total assets at end of year2017-12-31$53,540,554
Value of total assets at beginning of year2017-12-31$41,276,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$132,689
Total interest from all sources2017-12-31$17,323
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$908,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$908,809
Administrative expenses professional fees incurred2017-12-31$35,701
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,549,048
Participant contributions at end of year2017-12-31$363,127
Participant contributions at beginning of year2017-12-31$393,079
Participant contributions at end of year2017-12-31$152,051
Participant contributions at beginning of year2017-12-31$161,409
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$392,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,133
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,028
Administrative expenses (other) incurred2017-12-31$70,030
Total non interest bearing cash at end of year2017-12-31$25,097
Total non interest bearing cash at beginning of year2017-12-31$20,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,263,872
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,540,554
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,276,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$50,393,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,164,592
Interest on participant loans2017-12-31$17,298
Value of interest in common/collective trusts at end of year2017-12-31$2,413,415
Value of interest in common/collective trusts at beginning of year2017-12-31$2,342,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,374,567
Net investment gain or loss from common/collective trusts2017-12-31$44,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,645,339
Employer contributions (assets) at end of year2017-12-31$187,105
Employer contributions (assets) at beginning of year2017-12-31$188,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,534,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2017-12-31521743645
2016 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$11,871,548
Total of all expenses incurred2016-12-31$2,049,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,975,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,097,635
Value of total assets at end of year2016-12-31$41,276,682
Value of total assets at beginning of year2016-12-31$31,454,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,095
Total interest from all sources2016-12-31$16,183
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$610,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$610,343
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,994,377
Participant contributions at end of year2016-12-31$393,079
Participant contributions at beginning of year2016-12-31$304,527
Participant contributions at end of year2016-12-31$161,409
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$931,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$383
Administrative expenses (other) incurred2016-12-31$29,475
Total non interest bearing cash at end of year2016-12-31$20,891
Total non interest bearing cash at beginning of year2016-12-31$11,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,822,499
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,276,682
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,454,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$43,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,164,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,613,174
Interest on participant loans2016-12-31$16,183
Value of interest in common/collective trusts at end of year2016-12-31$2,342,793
Value of interest in common/collective trusts at beginning of year2016-12-31$1,519,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,121,661
Net investment gain or loss from common/collective trusts2016-12-31$25,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,171,449
Employer contributions (assets) at end of year2016-12-31$188,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,975,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2016-12-31521743645
2015 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$6,989,772
Total of all expenses incurred2015-12-31$1,197,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,063,803
Expenses. Certain deemed distributions of participant loans2015-12-31$66,797
Value of total corrective distributions2015-12-31$5,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,151,381
Value of total assets at end of year2015-12-31$31,454,183
Value of total assets at beginning of year2015-12-31$25,662,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,153
Total interest from all sources2015-12-31$13,892
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$483,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$483,207
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,389,778
Participant contributions at end of year2015-12-31$304,527
Participant contributions at beginning of year2015-12-31$352,549
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,114
Administrative expenses (other) incurred2015-12-31$22,195
Total non interest bearing cash at end of year2015-12-31$11,532
Total non interest bearing cash at beginning of year2015-12-31$8,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,791,885
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,454,183
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,662,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$39,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,613,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,407,057
Interest on participant loans2015-12-31$13,892
Value of interest in common/collective trusts at end of year2015-12-31$1,519,887
Value of interest in common/collective trusts at beginning of year2015-12-31$884,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-673,326
Net investment gain or loss from common/collective trusts2015-12-31$14,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,724,791
Employer contributions (assets) at beginning of year2015-12-31$5,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,063,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2015-12-31521743645
2014 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$8,832,357
Total of all expenses incurred2014-12-31$1,696,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,628,502
Expenses. Certain deemed distributions of participant loans2014-12-31$20,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,517,364
Value of total assets at end of year2014-12-31$25,662,298
Value of total assets at beginning of year2014-12-31$18,526,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,758
Total interest from all sources2014-12-31$11,067
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$497,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$497,406
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,257,848
Participant contributions at end of year2014-12-31$352,549
Participant contributions at beginning of year2014-12-31$191,497
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$583,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$373
Administrative expenses (other) incurred2014-12-31$17,559
Total non interest bearing cash at end of year2014-12-31$8,466
Total non interest bearing cash at beginning of year2014-12-31$6,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,135,547
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,662,298
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,526,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$30,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,407,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,285,077
Interest on participant loans2014-12-31$11,067
Value of interest in common/collective trusts at end of year2014-12-31$884,642
Value of interest in common/collective trusts at beginning of year2014-12-31$518,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$798,431
Net investment gain or loss from common/collective trusts2014-12-31$8,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,676,019
Employer contributions (assets) at end of year2014-12-31$5,011
Employer contributions (assets) at beginning of year2014-12-31$521,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,628,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2014-12-31521743645
2013 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,627,456
Total of all expenses incurred2013-12-31$297,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$262,809
Expenses. Certain deemed distributions of participant loans2013-12-31$3,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,367,608
Value of total assets at end of year2013-12-31$18,526,751
Value of total assets at beginning of year2013-12-31$9,197,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,301
Total interest from all sources2013-12-31$29,139
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$306,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$306,976
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,035,683
Participant contributions at end of year2013-12-31$191,497
Participant contributions at beginning of year2013-12-31$40,718
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$244,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$502
Administrative expenses (other) incurred2013-12-31$10,449
Total non interest bearing cash at end of year2013-12-31$6,202
Total non interest bearing cash at beginning of year2013-12-31$7,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,329,499
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,526,751
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,197,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,285,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,445,133
Interest on participant loans2013-12-31$29,139
Value of interest in common/collective trusts at end of year2013-12-31$518,269
Value of interest in common/collective trusts at beginning of year2013-12-31$227,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,919,351
Net investment gain or loss from common/collective trusts2013-12-31$4,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,087,857
Employer contributions (assets) at end of year2013-12-31$521,875
Employer contributions (assets) at beginning of year2013-12-31$475,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$262,809
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2013-12-31521743645
2012 : UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$9,262,199
Total of all expenses incurred2012-12-31$64,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$59,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,752,963
Value of total assets at end of year2012-12-31$9,197,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,641
Total interest from all sources2012-12-31$762
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$140,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$140,334
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,753,177
Participant contributions at end of year2012-12-31$40,718
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,324,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$502
Administrative expenses (other) incurred2012-12-31$5,641
Total non interest bearing cash at end of year2012-12-31$7,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$9,197,252
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,197,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,445,133
Interest on participant loans2012-12-31$762
Value of interest in common/collective trusts at end of year2012-12-31$227,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$366,584
Net investment gain or loss from common/collective trusts2012-12-31$1,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,675,100
Employer contributions (assets) at end of year2012-12-31$475,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$59,306
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2012-12-31521743645

Form 5500 Responses for UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN

2022: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT 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: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT 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: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT 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: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT 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: UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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