Surjeet Ahluwalia
Deputy Assistant Secretary For Policy
Estimated Net Worth
- $761 K - $2.1 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (03/19/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Constitutional Accountability Center | Washington, District of Columbia | Chief Operating Officer and Chief of Staff | 1/2024 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Constitutional Accountability Center | Salary/Bonus | $171,260 | |
2 | IRA | |||
2.1 | 10-Year High Yield IRA SCA | $50,001 - $100,000 | Interest | None (or less than $201) |
3 | Constitutional Accountability Center 403b | $100,001 - $250,000 | None (or less than $201) | |
3.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $50,001 - $100,000 | None (or less than $201) | |
3.3 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | $100,001 - $250,000 | None (or less than $201) | |
3.4 | Vanguard Total International Bond Index Fund ETF Shares (BNDX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Asian American LEAD 403b | $50,001 - $100,000 | None (or less than $201) | |
4.1 | 1290 VT Socially Responsible Portfolio Class IB | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Asian American LEAD | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 12/2010 |
2 | Constitutional Accountability Center | Washington | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Constitutional Accountability Center | Washington, District of Columbia | Services as Chief Operating Officer and Chief of Staff |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fish & Richardson (Law firm) | salary, bonus | ||
2 | Fish & Richardson 401k | $15,001 - $50,000 | None (or less than $201) | |
2.1 | Galliard Stable Return Fund C | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Institutional Index Fund Institutional Shares (VINIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Patterson & Sheridan 401k | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Basement apartment rented, Washington, DC | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
2 | US Savings account 1 | $50,001 - $100,000 | None (or less than $201) | |
3 | US Savings account 2 | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
4 | US Savings account 3 | $1,001 - $15,000 | None (or less than $201) | |
5 | US Savings account 4 | $15,001 - $50,000 | None (or less than $201) | |
6 | The PNC Financial Services Group, Inc. (PNC) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
7 | Washington DC 529 college savings | None (or less than $201) | ||
7.1 | 2037 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
7.2 | 2040 Portfolio | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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