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ROBERT SCHALKENBACH FOUNDATION PENSION PLAN 401k Plan overview

Plan NameROBERT SCHALKENBACH FOUNDATION PENSION PLAN
Plan identification number 001

ROBERT SCHALKENBACH FOUNDATION PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT SCHALKENBACH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:ROBERT SCHALKENBACH FOUNDATION
Employer identification number (EIN):131656331
NAIC Classification:511130
NAIC Description:Book Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT SCHALKENBACH FOUNDATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01ERICH JACOBY-HAWKINS2024-01-24
0012021-07-01WYNETH ACHENBAUM2023-01-23
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01MARK SULLIVAN2018-04-11
0012015-07-01
0012014-07-01
0012013-07-01MARK SULLIVAN2015-04-08
0012012-07-01MARK SULLIVAN2014-04-09
0012011-07-01MARK SULLIVAN2013-01-22 MARK SULLIVAN2013-01-22
0012010-07-01MARK A. SULLIVAN2012-01-25 MARK A. SULLIVAN2012-01-25

Financial Data on ROBERT SCHALKENBACH FOUNDATION PENSION PLAN

Measure Date Value
2025 : ROBERT SCHALKENBACH FOUNDATION PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-170
Total liabilities as of the end of the plan year2025-10-170
Total liabilities as of the beginning of the plan year2025-10-170
Total expenses incurred by plan in this plan year2025-10-1779773
Net assets as of the end of the plan year2025-10-17932004
Total assets as of the beginning of the plan year2025-10-17931424
Value of plan covered by a fidelity bond2025-10-17130000
Participant contributions to plan in this plan year2025-10-170
Other expenses paid from plan in this plan year2025-10-170
Other contributions to plan in this plan year2025-10-170
Other income to plan in this plan year2025-10-1780353
Plan net income in this plan year2025-10-17580
Net assets as of the end of the plan year2025-10-17932004
Net assets as of the beginning of the plan year2025-10-17931424
Employer contributions to plan in this plan year2025-10-170
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-179103
Total transfers to/from plan in this plan year2025-01-260
Total liabilities as of the end of the plan year2025-01-260
Total liabilities as of the beginning of the plan year2025-01-260
Total expenses incurred by plan in this plan year2025-01-2674916
Net assets as of the end of the plan year2025-01-26931424
Total assets as of the beginning of the plan year2025-01-26922407
Value of plan covered by a fidelity bond2025-01-26130000
Participant contributions to plan in this plan year2025-01-260
Other expenses paid from plan in this plan year2025-01-260
Other contributions to plan in this plan year2025-01-260
Other income to plan in this plan year2025-01-2683933
Plan net income in this plan year2025-01-269017
Net assets as of the end of the plan year2025-01-26931424
Net assets as of the beginning of the plan year2025-01-26922407
Employer contributions to plan in this plan year2025-01-260
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-264246

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