Social and Environmental Research Institute, Inc.

Form 5500

SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE INC

111 Zerah Fiske Rd, Shelburne Falls, Ma 01370 (413) 387-9717 EIN:04-3288925 Plan Admin:Thomas Webler

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE TAX DEFERRED ANNUITY PLAN Plan #002 Participants BOY/EOY9 / 7 Assets BOY/EOY$149,468 / $309,722	2023	SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE TAX DEFERRED ANNUITY PLAN - Plan #002	9 / 7	$149,468 / $309,722
2023	Plan NameSOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$282,991 / $168,701	2023	SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN - Plan #001	6 / 6	$282,991 / $168,701
2022	Plan NameSOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$323,398 / $282,991	2022	SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN - Plan #001	6 / 6	$323,398 / $282,991
2022	Plan NameSOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE TAX DEFERRED ANNUITY PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$168,057 / $149,468	2022	SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE TAX DEFERRED ANNUITY PLAN - Plan #002	9 / 9	$168,057 / $149,468
2021	Plan NameSOCIAL AND ENVIRONMENTAL INSTITUTE DEFINED CONTRIBUTION PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$358,012 / $323,398	2021	SOCIAL AND ENVIRONMENTAL INSTITUTE DEFINED CONTRIBUTION PLAN - Plan #001	7 / 6	$358,012 / $323,398
2021	Plan NameSOCIAL AND ENVIRONMENTAL INSTITUTE TAX DEFERRED ANNUITY PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$224,573 / $168,057	2021	SOCIAL AND ENVIRONMENTAL INSTITUTE TAX DEFERRED ANNUITY PLAN - Plan #002	8 / 10	$224,573 / $168,057
2020	Plan NameSOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$347,152 / $358,012	2020	SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN - Plan #001	8 / 8	$347,152 / $358,012
2020	Plan NameSOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE TAX DEFERRED ANNUITY PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$215,641 / $224,573	2020	SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE TAX DEFERRED ANNUITY PLAN - Plan #002	7 / 7	$215,641 / $224,573
2019	Plan NameSOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$293,549 / $347,152	2019	SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN - Plan #001	9 / 9	$293,549 / $347,152
2019	Plan NameSOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE TAX DEFERRED ANNUITY PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$184,041 / $215,641	2019	SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE TAX DEFERRED ANNUITY PLAN - Plan #002	7 / 7	$184,041 / $215,641