BIPARTISAN POLICY CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $6,623,854 |
| Total of all expenses incurred | 2023-12-31 | $1,829,007 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,809,524 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,012,024 |
| Value of total assets at end of year | 2023-12-31 | $24,169,694 |
| Value of total assets at beginning of year | 2023-12-31 | $19,374,847 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $19,483 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $565,219 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $565,219 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,590,272 |
| Participant contributions at end of year | 2023-12-31 | $63,217 |
| Participant contributions at beginning of year | 2023-12-31 | $60,413 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $13,296 |
| Other income not declared elsewhere | 2023-12-31 | $113,775 |
| Administrative expenses (other) incurred | 2023-12-31 | $19,483 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $4,794,847 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $24,169,694 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $19,374,847 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $24,051,850 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $19,259,638 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $2,932,836 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,408,456 |
| Employer contributions (assets) at end of year | 2023-12-31 | $54,627 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $54,796 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,809,524 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MARCUM, LLP |
| Accountancy firm EIN | 2023-12-31 | 111986323 |
| Total income from all sources (including contributions) | 2023-01-01 | $6,623,854 |
| Total of all expenses incurred | 2023-01-01 | $1,829,007 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,809,524 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $3,012,024 |
| Value of total assets at end of year | 2023-01-01 | $24,169,694 |
| Value of total assets at beginning of year | 2023-01-01 | $19,374,847 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $19,483 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $565,219 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $565,219 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,590,272 |
| Participant contributions at end of year | 2023-01-01 | $63,217 |
| Participant contributions at beginning of year | 2023-01-01 | $60,413 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $13,296 |
| Other income not declared elsewhere | 2023-01-01 | $113,775 |
| Administrative expenses (other) incurred | 2023-01-01 | $19,483 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $4,794,847 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $24,169,694 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $19,374,847 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $24,051,850 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $19,259,638 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $2,932,836 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,408,456 |
| Employer contributions (assets) at end of year | 2023-01-01 | $54,627 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $54,796 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,809,524 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-01-01 | No |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MARCUM, LLP |
| Accountancy firm EIN | 2023-01-01 | 111986323 |
| 2022 : BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-297,700 |
| Total of all expenses incurred | 2022-12-31 | $646,054 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $630,002 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,060,204 |
| Value of total assets at end of year | 2022-12-31 | $19,374,847 |
| Value of total assets at beginning of year | 2022-12-31 | $20,318,601 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,052 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $624,127 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $624,127 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,449,197 |
| Participant contributions at end of year | 2022-12-31 | $60,413 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $268,216 |
| Administrative expenses (other) incurred | 2022-12-31 | $16,052 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-943,754 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $19,374,847 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,318,601 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $19,259,638 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $20,318,601 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,982,031 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,342,791 |
| Employer contributions (assets) at end of year | 2022-12-31 | $54,796 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $630,002 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MARCUM, LLP |
| Accountancy firm EIN | 2022-12-31 | 111986323 |
| Total income from all sources (including contributions) | 2022-01-01 | $-297,700 |
| Total of all expenses incurred | 2022-01-01 | $646,054 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $630,002 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $3,060,204 |
| Value of total assets at end of year | 2022-01-01 | $19,374,847 |
| Value of total assets at beginning of year | 2022-01-01 | $20,318,601 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $16,052 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $624,127 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $624,127 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,449,197 |
| Participant contributions at end of year | 2022-01-01 | $60,413 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $268,216 |
| Administrative expenses (other) incurred | 2022-01-01 | $16,052 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-943,754 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $19,374,847 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $20,318,601 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $19,259,638 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $20,318,601 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-3,982,031 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $1,342,791 |
| Employer contributions (assets) at end of year | 2022-01-01 | $54,796 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $630,002 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MARCUM, LLP |
| Accountancy firm EIN | 2022-01-01 | 111986323 |
| 2021 : BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $4,346,338 |
| Total of all expenses incurred | 2021-12-31 | $979,391 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $965,953 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,708,014 |
| Value of total assets at end of year | 2021-12-31 | $20,318,601 |
| Value of total assets at beginning of year | 2021-12-31 | $16,951,654 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,438 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $556,509 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $556,509 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,081,275 |
| Administrative expenses (other) incurred | 2021-12-31 | $13,438 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $3,366,947 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $20,318,601 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,951,654 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $20,318,601 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,951,654 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,081,815 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $626,739 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $965,953 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MARCUM, LLP |
| Accountancy firm EIN | 2021-12-31 | 111986323 |
| 2020 : BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $3,763,480 |
| Total of all expenses incurred | 2020-12-31 | $139,983 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $127,622 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,636,654 |
| Value of total assets at end of year | 2020-12-31 | $16,951,654 |
| Value of total assets at beginning of year | 2020-12-31 | $13,328,157 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,361 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $344,703 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $344,703 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $994,726 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $13,568 |
| Administrative expenses (other) incurred | 2020-12-31 | $12,361 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,623,497 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,951,654 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,328,157 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,951,654 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,328,157 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,782,123 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $628,360 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $127,622 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MARCUM, LLP |
| Accountancy firm EIN | 2020-12-31 | 111986323 |
| 2019 : BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $3,608,180 |
| Total of all expenses incurred | 2019-12-31 | $392,198 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $381,109 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,333,012 |
| Value of total assets at end of year | 2019-12-31 | $13,328,157 |
| Value of total assets at beginning of year | 2019-12-31 | $10,112,175 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,089 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $317,135 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $317,135 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $873,932 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $8,189 |
| Administrative expenses (other) incurred | 2019-12-31 | $11,089 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,215,982 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,328,157 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,112,175 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,328,157 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,112,175 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,958,033 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $450,891 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $381,109 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MARCUM, LLP |
| Accountancy firm EIN | 2019-12-31 | 111986323 |
| 2018 : BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $669,136 |
| Total of all expenses incurred | 2018-12-31 | $340,579 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $331,513 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,226,179 |
| Value of total assets at end of year | 2018-12-31 | $10,112,175 |
| Value of total assets at beginning of year | 2018-12-31 | $9,783,618 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,066 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $348,018 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $348,018 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $480,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $826,338 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $12,107 |
| Administrative expenses (other) incurred | 2018-12-31 | $9,066 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $328,557 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,112,175 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,783,618 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,059,630 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,771,126 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,052,545 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,012,492 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,012,492 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-905,061 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $387,734 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $331,513 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MARCUM, LLP |
| Accountancy firm EIN | 2018-12-31 | 111986323 |
| 2017 : BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $1,101,108 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,101,108 |
| Total income from all sources (including contributions) | 2017-12-31 | $2,519,320 |
| Total loss/gain on sale of assets | 2017-12-31 | $3,694 |
| Total of all expenses incurred | 2017-12-31 | $573,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $569,887 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,192,474 |
| Value of total assets at end of year | 2017-12-31 | $9,783,618 |
| Value of total assets at beginning of year | 2017-12-31 | $7,837,743 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,558 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $222,044 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $222,044 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $480,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $816,144 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $29,211 |
| Administrative expenses (other) incurred | 2017-12-31 | $3,558 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,945,875 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,783,618 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,837,743 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,771,126 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,935,575 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,012,492 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $862,006 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $862,006 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $376,330 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $10,951 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $569,887 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $3,694 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | RAFFA, P.C. |
| Accountancy firm EIN | 2017-12-31 | 521511275 |
| 2016 : BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $369,353 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $369,353 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,547,200 |
| Total loss/gain on sale of assets | 2016-12-31 | $44,080 |
| Total of all expenses incurred | 2016-12-31 | $341,875 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $338,436 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,037,523 |
| Value of total assets at end of year | 2016-12-31 | $7,837,743 |
| Value of total assets at beginning of year | 2016-12-31 | $6,632,418 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,439 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $96,244 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $96,244 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $480,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $768,421 |
| Participant contributions at end of year | 2016-12-31 | $29,211 |
| Participant contributions at beginning of year | 2016-12-31 | $28,255 |
| Administrative expenses (other) incurred | 2016-12-31 | $3,439 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,205,325 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,837,743 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,632,418 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,935,575 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,692,186 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $862,006 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $902,594 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $902,594 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $269,102 |
| Employer contributions (assets) at end of year | 2016-12-31 | $10,951 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $9,383 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $338,436 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $44,080 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | RAFFA, P.C. |
| Accountancy firm EIN | 2016-12-31 | 521511275 |
| 2015 : BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $-231,659 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-231,659 |
| Total income from all sources (including contributions) | 2015-12-31 | $966,426 |
| Total of all expenses incurred | 2015-12-31 | $306,471 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $303,007 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $994,638 |
| Value of total assets at end of year | 2015-12-31 | $6,632,418 |
| Value of total assets at beginning of year | 2015-12-31 | $5,972,463 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,464 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $203,447 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $203,447 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $480,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $708,253 |
| Participant contributions at end of year | 2015-12-31 | $28,255 |
| Participant contributions at beginning of year | 2015-12-31 | $33,133 |
| Administrative expenses (other) incurred | 2015-12-31 | $3,464 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $659,955 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,632,418 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,972,463 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,692,186 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,939,330 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $902,594 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $286,385 |
| Employer contributions (assets) at end of year | 2015-12-31 | $9,383 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $303,007 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | RAFFA, P.C. |
| Accountancy firm EIN | 2015-12-31 | 521511275 |
