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CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS — CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251211093535NAL0006560625001
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
Form 5500-SF
FILING_RECEIVED
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
Late filing · 0.8 mo
Active participants
34
Accounts w/ balance
54
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
97
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
.
Find decision makers
Plan sponsor
Name
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
EIN
52-1930922
Address
1667 K STREET NW, SUITE 900 · WASHINGTON, DC · 200061659
Phone
(202) 331-7990
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-11
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 0.8 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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