401k Plan data: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN plan

JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 401k Plan overview

Plan Name	JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN
Plan identification number	001

JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION

Employer identification number (EIN): 135673173

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BARBARA GLEASON 2023-10-10
001 2021-01-01 BARBARA GLEASON 2022-10-06
001 2020-01-01 JULIE KLEIN 2021-07-29
001 2019-01-01 JULIE KLEIN 2020-07-29
001 2018-01-01
001 2017-01-01
001 2017-01-01
001 2016-01-01 JULIE KLEIN JULIE KLEIN 2017-07-27
001 2015-01-01 JULIE KLEIN JULIE KLEIN 2016-07-29
001 2014-01-01 JULIE KLEIN JULIE KLEIN 2015-07-28
001 2014-01-01 JULIE KLEIN JULIE KLEIN 2015-07-28
001 2013-01-01 COLEEN HIGGINS-JACOB
001 2012-01-01 COLEEN HIGGINS-JACOB COLEEN HIGGINS-JACOB 2013-07-25
001 2011-01-01 COLEEN HIGGINS-JACOB
001 2009-01-01 COLEEN HIGGINS-JACOB

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BARBARA GLEASON	2023-10-10
001	2021-01-01	BARBARA GLEASON	2022-10-06
001	2020-01-01	JULIE KLEIN	2021-07-29
001	2019-01-01	JULIE KLEIN	2020-07-29
001	2018-01-01
001	2017-01-01
001	2017-01-01
001	2016-01-01	JULIE KLEIN		JULIE KLEIN	2017-07-27
001	2015-01-01	JULIE KLEIN		JULIE KLEIN	2016-07-29
001	2014-01-01	JULIE KLEIN		JULIE KLEIN	2015-07-28
001	2014-01-01	JULIE KLEIN		JULIE KLEIN	2015-07-28
001	2013-01-01	COLEEN HIGGINS-JACOB
001	2012-01-01	COLEEN HIGGINS-JACOB		COLEEN HIGGINS-JACOB	2013-07-25
001	2011-01-01	COLEEN HIGGINS-JACOB
001	2009-01-01	COLEEN HIGGINS-JACOB

Plan Statistics for JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN

401k plan membership statisitcs for JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN

Measure Date Value
2022: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 13,510,072
Acturial value of plan assets 2022-12-31 12,607,915
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 7,204,555
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 268,668
Active participant vested funding target 2022-12-31 3,215,029
Number of active participants 2022-12-31 13
Total funding liabilities for active participants 2022-12-31 3,329,105
Total participant count 2022-12-31 37
Total funding target for all participants 2022-12-31 10,802,328
Balance at beginning of prior year after applicable adjustments 2022-12-31 49,130
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 49,130
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 242,123
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 255,270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 56,603
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 250,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 230,540
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 287,988
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 230,540
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 12,743,840
Acturial value of plan assets 2021-12-31 11,995,251
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 5,776,355
Number of terminated vested participants 2021-12-31 5
Fundng target for terminated vested participants 2021-12-31 256,850
Active participant vested funding target 2021-12-31 4,904,924
Number of active participants 2021-12-31 15
Total funding liabilities for active participants 2021-12-31 4,977,202
Total participant count 2021-12-31 38
Total funding target for all participants 2021-12-31 11,010,407
Balance at beginning of prior year after applicable adjustments 2021-12-31 44,794
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 44,794
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 242,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 255,464
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 49,130
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 250,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 242,123
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 230,303
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 242,123
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 12,632,495
Acturial value of plan assets 2020-12-31 12,084,372
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 6,689,107
Number of terminated vested participants 2020-12-31 5
Fundng target for terminated vested participants 2020-12-31 250,275
Active participant vested funding target 2020-12-31 4,613,753
Number of active participants 2020-12-31 13
Total funding liabilities for active participants 2020-12-31 4,648,487
Total participant count 2020-12-31 37
Total funding target for all participants 2020-12-31 11,587,869
Balance at beginning of prior year after applicable adjustments 2020-12-31 37,849
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 37,849
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 44,794
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 250,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 242,906
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 278,688
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 242,906
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 11,356,559
Acturial value of plan assets 2019-12-31 11,746,948
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 6,207,871
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 301,741
Active participant vested funding target 2019-12-31 4,430,036
Number of active participants 2019-12-31 16
Total funding liabilities for active participants 2019-12-31 4,471,224
Total participant count 2019-12-31 37
Total funding target for all participants 2019-12-31 10,980,836
Balance at beginning of prior year after applicable adjustments 2019-12-31 38,796
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 38,796
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 37,849
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 345,588
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 12,395,621
Acturial value of plan assets 2018-12-31 11,714,801
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 6,127,251
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 268,646
Active participant vested funding target 2018-12-31 3,574,861
Number of active participants 2018-12-31 16
Total funding liabilities for active participants 2018-12-31 3,647,715
Total participant count 2018-12-31 37
Total funding target for all participants 2018-12-31 10,043,612
Balance at beginning of prior year after applicable adjustments 2018-12-31 33,780
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 33,780
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 38,796
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 361,187
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
Number of retired or separated participants receiving benefits 2018-01-01 17
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 37
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 11,476,173
Acturial value of plan assets 2017-12-31 11,557,915
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 6,261,243
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 245,009
Active participant vested funding target 2017-12-31 2,915,835
Number of active participants 2017-12-31 16
Total funding liabilities for active participants 2017-12-31 3,052,413
Total participant count 2017-12-31 37
Total funding target for all participants 2017-12-31 9,558,665
Balance at beginning of prior year after applicable adjustments 2017-12-31 31,194
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 31,194
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 33,780
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 373,150
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Number of retired or separated participants receiving benefits 2017-01-01 17
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 37
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 11,001,799
Acturial value of plan assets 2016-12-31 11,339,767
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 5,276,953
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 223,349
Active participant vested funding target 2016-12-31 2,699,709
Number of active participants 2016-12-31 16
Total funding liabilities for active participants 2016-12-31 2,896,974
Total participant count 2016-12-31 35
Total funding target for all participants 2016-12-31 8,397,276
Balance at beginning of prior year after applicable adjustments 2016-12-31 30,745
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 30,745
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 31,194
Balance of prefunding at beginning of current year 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 350,787
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 17
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 37
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 15
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 35
Total participants 2015-01-01 35
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
Number of retired or separated participants receiving benefits 2014-01-01 14
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 36
Total participants 2014-01-01 36
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
Number of retired or separated participants receiving benefits 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 36
Total participants 2013-01-01 36
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of retired or separated participants receiving benefits 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 36
Total participants 2012-01-01 36
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20
Number of retired or separated participants receiving benefits 2011-01-01 12
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 10
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	13,510,072
Acturial value of plan assets	2022-12-31	12,607,915
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	7,204,555
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	268,668
Active participant vested funding target	2022-12-31	3,215,029
Number of active participants	2022-12-31	13
Total funding liabilities for active participants	2022-12-31	3,329,105
Total participant count	2022-12-31	37
Total funding target for all participants	2022-12-31	10,802,328
Balance at beginning of prior year after applicable adjustments	2022-12-31	49,130
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	49,130
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	242,123
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	255,270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	56,603
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	250,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	230,540
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	287,988
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	230,540
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	12,743,840
Acturial value of plan assets	2021-12-31	11,995,251
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	5,776,355
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	256,850
Active participant vested funding target	2021-12-31	4,904,924
Number of active participants	2021-12-31	15
Total funding liabilities for active participants	2021-12-31	4,977,202
Total participant count	2021-12-31	38
Total funding target for all participants	2021-12-31	11,010,407
Balance at beginning of prior year after applicable adjustments	2021-12-31	44,794
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	44,794
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	242,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	255,464
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	49,130
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	250,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	242,123
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	230,303
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	242,123
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	12,632,495
Acturial value of plan assets	2020-12-31	12,084,372
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	6,689,107
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	250,275
Active participant vested funding target	2020-12-31	4,613,753
Number of active participants	2020-12-31	13
Total funding liabilities for active participants	2020-12-31	4,648,487
Total participant count	2020-12-31	37
Total funding target for all participants	2020-12-31	11,587,869
Balance at beginning of prior year after applicable adjustments	2020-12-31	37,849
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	37,849
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	44,794
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	250,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	242,906
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	278,688
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	242,906
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	11,356,559
Acturial value of plan assets	2019-12-31	11,746,948
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	6,207,871
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	301,741
Active participant vested funding target	2019-12-31	4,430,036
Number of active participants	2019-12-31	16
Total funding liabilities for active participants	2019-12-31	4,471,224
Total participant count	2019-12-31	37
Total funding target for all participants	2019-12-31	10,980,836
Balance at beginning of prior year after applicable adjustments	2019-12-31	38,796
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	38,796
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	37,849
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	345,588
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	12,395,621
Acturial value of plan assets	2018-12-31	11,714,801
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	6,127,251
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	268,646
Active participant vested funding target	2018-12-31	3,574,861
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	3,647,715
Total participant count	2018-12-31	37
Total funding target for all participants	2018-12-31	10,043,612
Balance at beginning of prior year after applicable adjustments	2018-12-31	33,780
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	33,780
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	38,796
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	361,187
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
Number of retired or separated participants receiving benefits	2018-01-01	17
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	37
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	11,476,173
Acturial value of plan assets	2017-12-31	11,557,915
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	6,261,243
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	245,009
Active participant vested funding target	2017-12-31	2,915,835
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	3,052,413
Total participant count	2017-12-31	37
Total funding target for all participants	2017-12-31	9,558,665
Balance at beginning of prior year after applicable adjustments	2017-12-31	31,194
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	31,194
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	33,780
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	373,150
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Number of retired or separated participants receiving benefits	2017-01-01	17
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	37
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	11,001,799
Acturial value of plan assets	2016-12-31	11,339,767
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	5,276,953
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	223,349
Active participant vested funding target	2016-12-31	2,699,709
Number of active participants	2016-12-31	16
Total funding liabilities for active participants	2016-12-31	2,896,974
Total participant count	2016-12-31	35
Total funding target for all participants	2016-12-31	8,397,276
Balance at beginning of prior year after applicable adjustments	2016-12-31	30,745
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	30,745
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	31,194
Balance of prefunding at beginning of current year	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	350,787
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	17
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	37
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	15
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	35
Total participants	2015-01-01	35
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
Number of retired or separated participants receiving benefits	2014-01-01	14
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	36
Total participants	2014-01-01	36
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
Number of retired or separated participants receiving benefits	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	36
Total participants	2013-01-01	36
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of retired or separated participants receiving benefits	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	36
Total participants	2012-01-01	36
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20
Number of retired or separated participants receiving benefits	2011-01-01	12
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	10
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN

Measure	Date	Value
2018 : JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total income from all sources	2018-12-31	$-294,157
Expenses. Total of all expenses incurred	2018-12-31	$744,906
Benefits paid (including direct rollovers)	2018-12-31	$729,028
Total plan assets at end of year	2018-12-31	$11,356,558
Total plan assets at beginning of year	2018-12-31	$12,395,621
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$15,878
Other income received	2018-12-31	$-294,157
Net income (gross income less expenses)	2018-12-31	$-1,039,063
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$11,356,558
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$12,395,621
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2017 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$1,213,070
Expenses. Total of all expenses incurred	2016-12-31	$738,696
Benefits paid (including direct rollovers)	2016-12-31	$714,072
Total plan assets at end of year	2016-12-31	$11,476,173
Total plan assets at beginning of year	2016-12-31	$11,001,799
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$24,624
Contributions received from other sources (not participants or employers)	2016-12-31	$311,670
Other income received	2016-12-31	$901,400
Net income (gross income less expenses)	2016-12-31	$474,374
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,476,173
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,001,799
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$326,401
Expenses. Total of all expenses incurred	2015-12-31	$2,607,788
Benefits paid (including direct rollovers)	2015-12-31	$2,594,404
Total plan assets at end of year	2015-12-31	$11,001,799
Total plan assets at beginning of year	2015-12-31	$13,283,186
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$13,384
Contributions received from other sources (not participants or employers)	2015-12-31	$162,356
Other income received	2015-12-31	$164,045
Net income (gross income less expenses)	2015-12-31	$-2,281,387
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,001,799
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$13,283,186
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,065,833
Expenses. Total of all expenses incurred	2014-12-31	$609,378
Benefits paid (including direct rollovers)	2014-12-31	$574,181
Total plan assets at end of year	2014-12-31	$13,283,186
Total plan assets at beginning of year	2014-12-31	$12,826,731
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$35,197
Other income received	2014-12-31	$1,065,833
Net income (gross income less expenses)	2014-12-31	$456,455
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$13,283,186
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,826,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,250,312
Expenses. Total of all expenses incurred	2013-12-31	$510,902
Benefits paid (including direct rollovers)	2013-12-31	$471,647
Total plan assets at end of year	2013-12-31	$12,826,731
Total plan assets at beginning of year	2013-12-31	$11,087,321
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$2,250,312
Net income (gross income less expenses)	2013-12-31	$1,739,410
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,826,731
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,087,321
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$39,255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$840,430
Expenses. Total of all expenses incurred	2012-12-31	$532,978
Benefits paid (including direct rollovers)	2012-12-31	$508,186
Total plan assets at end of year	2012-12-31	$11,087,321
Total plan assets at beginning of year	2012-12-31	$10,246,891
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$840,430
Net income (gross income less expenses)	2012-12-31	$307,452
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,087,321
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$10,246,891
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$24,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$389,375
Expenses. Total of all expenses incurred	2011-12-31	$493,842
Benefits paid (including direct rollovers)	2011-12-31	$484,645
Total plan assets at end of year	2011-12-31	$10,246,891
Total plan assets at beginning of year	2011-12-31	$10,351,357
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Contributions received from other sources (not participants or employers)	2011-12-31	$19,194
Other income received	2011-12-31	$370,181
Net income (gross income less expenses)	2011-12-31	$-104,467
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$10,246,891
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$10,351,357
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$9,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$626,166
Expenses. Total of all expenses incurred	2010-12-31	$141,638
Benefits paid (including direct rollovers)	2010-12-31	$129,343
Total plan assets at end of year	2010-12-31	$10,351,357
Total plan assets at beginning of year	2010-12-31	$9,866,829
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$626,166
Net income (gross income less expenses)	2010-12-31	$484,528
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$10,351,357
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$9,866,829
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN

2018: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION EMPLOYEE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION
Employer identification number (EIN):	135673173
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations