401k Plan data: THRIFT PLAN FOR EMPLOYEES OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION plan

THRIFT PLAN FOR EMPLOYEES OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION 401k Plan overview

Plan Name	THRIFT PLAN FOR EMPLOYEES OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION
Plan identification number	002

THRIFT PLAN FOR EMPLOYEES OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

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 THRIFT PLAN FOR EMPLOYEES OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BARBARA GLEASON 2024-07-09
002 2022-01-01 BARBARA GLEASON 2023-09-12
002 2021-01-01 BARBARA GLEASON 2022-07-20
002 2020-01-01 JULIE KLEIN 2021-06-29
002 2019-01-01 JULIE KLEIN 2020-07-29
002 2018-01-01 JULIE KLEIN 2019-07-29
002 2017-01-01 JULIE KLEIN 2018-07-18
002 2016-01-01 JULIE KLEIN 2017-07-18
002 2015-01-01 JULIE KLEIN 2016-07-29
002 2014-01-01 JULIE R. KLEIN 2015-07-15
002 2013-01-01 COLEEN HIGGINS-JACOB 2014-07-28
002 2012-01-01 COLEEN HIGGINS-JACOB 2013-07-11
002 2011-01-01 COLEEN HIGGINS-JACOB 2012-07-19
002 2010-01-01 COLEEN HIGGINS-JACOB 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	BARBARA GLEASON	2024-07-09
002	2022-01-01	BARBARA GLEASON	2023-09-12
002	2021-01-01	BARBARA GLEASON	2022-07-20
002	2020-01-01	JULIE KLEIN	2021-06-29
002	2019-01-01	JULIE KLEIN	2020-07-29
002	2018-01-01	JULIE KLEIN	2019-07-29
002	2017-01-01	JULIE KLEIN	2018-07-18
002	2016-01-01	JULIE KLEIN	2017-07-18
002	2015-01-01	JULIE KLEIN	2016-07-29
002	2014-01-01	JULIE R. KLEIN	2015-07-15
002	2013-01-01	COLEEN HIGGINS-JACOB	2014-07-28
002	2012-01-01	COLEEN HIGGINS-JACOB	2013-07-11
002	2011-01-01	COLEEN HIGGINS-JACOB	2012-07-19
002	2010-01-01	COLEEN HIGGINS-JACOB	2011-07-28

Financial Data on THRIFT PLAN FOR EMPLOYEES OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION

Measure	Date	Value
2025 : THRIFT PLAN FOR EMPLOYEES OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION 2025 401k financial data
Total transfers to/from plan in this plan year	2025-08-07	0
Total liabilities as of the end of the plan year	2025-08-07	0
Total liabilities as of the beginning of the plan year	2025-08-07	0
Total expenses incurred by plan in this plan year	2025-08-07	1351329
Net assets as of the end of the plan year	2025-08-07	7050354
Total assets as of the beginning of the plan year	2025-08-07	7355566
Value of plan covered by a fidelity bond	2025-08-07	1000000
Participant contributions to plan in this plan year	2025-08-07	209657
Value of participant loans at end of plan year	2025-08-07	7766
Other expenses paid from plan in this plan year	2025-08-07	0
Other contributions to plan in this plan year	2025-08-07	0
Other income to plan in this plan year	2025-08-07	691303
Plan net income in this plan year	2025-08-07	-305212
Net assets as of the end of the plan year	2025-08-07	7050354
Net assets as of the beginning of the plan year	2025-08-07	7355566
Employer contributions to plan in this plan year	2025-08-07	145157
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-07	26210
2024 : THRIFT PLAN FOR EMPLOYEES OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-07-09	0
Total expenses incurred by plan in this plan year	2024-07-09	16329
Net assets as of the end of the plan year	2024-07-09	7355566
Total assets as of the beginning of the plan year	2024-07-09	5765876
Value of plan covered by a fidelity bond	2024-07-09	1000000
Participant contributions to plan in this plan year	2024-07-09	202621
Value of participant loans at end of plan year	2024-07-09	11534
Other contributions to plan in this plan year	2024-07-09	444858
Other income to plan in this plan year	2024-07-09	794453
Plan net income in this plan year	2024-07-09	1589690
Net assets as of the end of the plan year	2024-07-09	7355566
Net assets as of the beginning of the plan year	2024-07-09	5765876
Employer contributions to plan in this plan year	2024-07-09	164087
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-09	15298

Potentially related plans

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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