Table 1bIA Contributions, IA Offset, Other Changes, & Budget Effect
Individual Account Contribution Rate: 4.0% Benefit Offset: 100.0%
|
Year
|
Amount(%) Contributed to IA by Federal Government: 100
(1)
|
Offset to OASDI Benefit From IA (2)
|
Other Changes in OASDI Cash flow (3)
|
Change in
|
Annual Unified Budget Cashflow (4)=(3)+(2)-(1)
|
Debt Held by Public (EOY) (5)
|
Annual Unified Budget Balance (6)
|
(Billions of Dollars, Present Value on 1-1-2004)
|
2005
|
0.0
|
0.0
|
0.0
|
0.0
|
0.0
|
0.0
|
2006
|
64.0
|
0.0
|
0.0
|
-64.0
|
64.0
|
-64.0
|
2007
|
69.8
|
0.0
|
0.0
|
-69.8
|
133.8
|
-73.1
|
2008
|
72.2
|
0.0
|
0.0
|
-72.2
|
206.0
|
-79.1
|
2009
|
74.4
|
0.0
|
0.0
|
-74.4
|
280.4
|
-85.2
|
2010
|
76.6
|
0.0
|
0.0
|
-76.6
|
356.9
|
-91.4
|
2011
|
78.6
|
0.0
|
0.0
|
-78.6
|
435.6
|
-97.6
|
2012
|
80.4
|
0.0
|
0.0
|
-80.4
|
516.0
|
-103.7
|
2013
|
82.0
|
0.0
|
0.0
|
-82.0
|
598.0
|
-109.7
|
2014
|
83.7
|
0.0
|
0.0
|
-83.7
|
681.7
|
-116.0
|
2015
|
85.2
|
0.0
|
0.0
|
-85.2
|
766.9
|
-122.3
|
2016
|
86.4
|
0.0
|
0.0
|
-86.4
|
853.3
|
-128.5
|
2017
|
87.5
|
0.0
|
0.0
|
-87.5
|
940.8
|
-134.6
|
2018
|
88.4
|
0.0
|
0.0
|
-88.4
|
1,029.2
|
-140.7
|
2019
|
89.0
|
0.0
|
0.0
|
-89.0
|
1,118.2
|
-146.2
|
2020
|
89.5
|
0.0
|
0.0
|
-89.5
|
1,207.7
|
-151.6
|
2021
|
89.7
|
0.0
|
0.0
|
-89.7
|
1,297.4
|
-156.9
|
2022
|
89.8
|
1.1
|
0.0
|
-88.7
|
1,386.1
|
-160.8
|
2023
|
89.7
|
3.1
|
2.5
|
-84.1
|
1,470.2
|
-161.2
|
2024
|
89.4
|
5.0
|
9.7
|
-74.7
|
1,544.9
|
-156.4
|
2025
|
88.9
|
7.1
|
10.9
|
-70.9
|
1,615.8
|
-156.8
|
2026
|
88.2
|
9.1
|
12.9
|
-66.1
|
1,681.9
|
-155.9
|
2027
|
87.4
|
11.2
|
15.1
|
-61.1
|
1,743.0
|
-154.5
|
2028
|
86.5
|
13.4
|
17.3
|
-55.8
|
1,798.8
|
-152.6
|
2029
|
85.5
|
15.6
|
23.5
|
-46.4
|
1,845.2
|
-146.4
|
2030
|
84.4
|
17.8
|
25.3
|
-41.3
|
1,886.5
|
-143.9
|
2031
|
83.4
|
20.0
|
26.1
|
-37.3
|
1,923.8
|
-142.1
|
2032
|
82.3
|
22.2
|
26.7
|
-33.4
|
1,957.2
|
-140.3
|
2033
|
81.2
|
24.4
|
27.6
|
-29.2
|
1,986.4
|
-137.9
|
2034
|
80.1
|
26.7
|
28.4
|
-25.0
|
2,011.4
|
-135.4
|
2035
|
79.0
|
28.9
|
29.2
|
-20.9
|
2,032.3
|
-132.7
|
2036
|
77.8
|
31.1
|
30.2
|
-16.5
|
2,048.8
|
-129.4
|
2037
|
76.6
|
33.3
|
31.2
|
-12.1
|
2,060.9
|
-125.9
|
2038
|
75.4
|
35.5
|
32.1
|
-7.7
|
2,068.6
|
-122.3
|
2039
|
74.2
|
37.7
|
33.2
|
-3.3
|
2,071.9
|
-118.3
|
2040
|
73.1
|
39.9
|
34.2
|
1.0
|
2,070.9
|
-114.1
|
2041
|
72.0
|
42.0
|
35.4
|
5.4
|
2,065.5
|
-109.7
|
2042
|
70.8
|
44.1
|
36.5
|
9.8
|
2,055.7
|
-105.0
|
2043
|
69.7
|
46.2
|
37.7
|
14.1
|
2,041.5
|
-100.1
|
2044
|
68.7
|
48.2
|
38.9
|
18.4
|
2,023.1
|
-95.0
|
2045
|
67.6
|
50.2
|
40.0
|
22.7
|
2,000.4
|
-89.8
|
2046
|
66.5
|
52.2
|
41.2
|
26.9
|
1,973.5
|
-84.3
|
2047
|
65.4
|
54.0
|
42.3
|
30.9
|
1,942.6
|
-78.8
|
2048
|
64.4
|
55.7
|
43.4
|
34.7
|
1,907.9
|
-73.2
|
2049
|
63.4
|
57.4
|
44.4
|
38.5
|
1,869.4
|
-67.5
|
2050
|
62.3
|
59.4
|
45.3
|
42.4
|
1,827.0
|
-61.5
|
2051
|
61.3
|
61.1
|
46.2
|
46.0
|
1,781.0
|
-55.5
|
2052
|
60.3
|
62.7
|
46.9
|
49.4
|
1,731.6
|
-49.6
|
2053
|
59.3
|
64.3
|
47.6
|
52.6
|
1,679.0
|
-43.6
|
2054
|
58.3
|
65.9
|
48.3
|
55.8
|
1,623.2
|
-37.5
|
2055
|
57.4
|
67.4
|
48.9
|
58.9
|
1,564.3
|
-31.3
|
2056
|
56.4
|
68.9
|
49.4
|
61.9
|
1,502.4
|
-25.0
|
2057
|
55.5
|
70.4
|
49.9
|
64.8
|
1,437.6
|
-18.7
|
2058
|
54.6
|
71.9
|
50.3
|
67.6
|
1,369.9
|
-12.2
|
2059
|
53.7
|
73.4
|
50.7
|
70.4
|
1,299.5
|
-5.7
|
2060
|
52.8
|
74.9
|
51.1
|
73.2
|
1,226.3
|
1.0
|
2061
|
51.9
|
76.4
|
51.5
|
76.0
|
1,150.3
|
7.9
|
2062
|
51.1
|
77.8
|
52.0
|
78.7
|
1,071.6
|
14.8
|
2063
|
50.2
|
79.0
|
52.4
|
81.2
|
990.3
|
21.7
|
2064
|
49.4
|
78.6
|
52.8
|
82.0
|
908.4
|
26.9
|
2065
|
48.6
|
78.0
|
53.1
|
82.6
|
825.8
|
32.1
|
2066
|
47.8
|
77.4
|
53.4
|
83.1
|
742.7
|
37.2
|
2067
|
47.0
|
76.8
|
53.7
|
83.5
|
659.3
|
42.2
|
2068
|
46.2
|
76.0
|
54.0
|
83.8
|
575.5
|
47.2
|
2069
|
45.5
|
75.3
|
54.2
|
84.0
|
491.5
|
52.0
|
2070
|
44.7
|
74.4
|
54.4
|
84.1
|
407.4
|
56.8
|
2071
|
44.0
|
73.6
|
54.5
|
84.1
|
323.2
|
61.5
|
2072
|
43.3
|
72.7
|
54.7
|
84.1
|
239.1
|
66.1
|
2073
|
42.5
|
71.8
|
54.8
|
84.0
|
155.1
|
70.7
|
2074
|
41.8
|
70.8
|
54.9
|
83.9
|
71.3
|
75.2
|
2075
|
41.1
|
69.8
|
55.0
|
83.7
|
-12.4
|
79.7
|
2076
|
40.5
|
68.8
|
55.1
|
83.4
|
-95.8
|
84.1
|
2077
|
39.8
|
67.8
|
55.1
|
83.2
|
-179.0
|
88.5
|
2078
|
39.1
|
66.8
|
55.2
|
82.9
|
-261.9
|
92.8
|
2079
|
38.5
|
65.8
|
55.2
|
82.5
|
-344.4
|
97.1
|
Based on the Intermediate Assumptions of the 2004 Trustees Report
With Ultimate Real Trust Fund Interest Rate of 3.0%
Benefit Offset Real Yield Rate Set at 3.0%
Benefit Offset Real Discount Rate Set at 3.0%
Office of the Actuary
Social Security Administration
March 9, 2005