Assets by plan
Share of aggregate retirement assets
Filings through .
Society for Experimental Mechanics, Inc.
EIN 06-0763080non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$642K assets
Health & Benefits
0
Participants
20
7 SCHOOL STREET - BETHEL, CT 06801203-790-6373sem.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $642K assets / 20 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SOCIETY FOR EXPERIMENTAL MECHANICS, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Profit-sharing
Assets$332K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SOCIETY FOR EXPERIMENTAL MECHANICS, INC. TAX DEFERRED ANNUITY PLAN
403(b)
Assets$310K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SOCIETY FOR EXPERIMENTAL MECHANICS, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | Profit-sharing | $332K | 10 | 2025 |
| #002 | SOCIETY FOR EXPERIMENTAL MECHANICS, INC. TAX DEFERRED ANNUITY PLAN | 403(b) | $310K | 10 | 2025 |
- #003 · Profit-sharing · 202510
- #002 · 403(b) · 202510
Retirement plans