401k Plan data: THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST plan

THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined 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).
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.
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

THE BARRA FOUNDATION INC has sponsored the creation of one or more 401k plans.

Company Name: THE BARRA FOUNDATION INC

Employer identification number (EIN): 236277885

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about THE BARRA FOUNDATION INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 0600220

More information about THE BARRA FOUNDATION INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 STEPHANIE MULLEN 2023-07-17
001 2021-01-01 STEPHANIE MULLEN 2022-07-19
001 2020-01-01 STEPHANIE MULLEN 2021-06-30
001 2019-01-01 KRISTINA WAHL 2020-07-10
001 2018-01-01 STEPHANIE MULLEN 2019-06-05
001 2017-01-01 KRISTINA WAHL 2018-07-18
001 2016-01-01 STEPHANIE MULLEN 2017-05-16
001 2015-01-01 KRISTINA WAHL 2016-07-14
001 2014-01-01 KRISTINA WAHL 2015-07-30
001 2013-01-01 STEPHANIE MULLEN 2014-06-05
001 2012-01-01 THE BARRA FOUNDATION INC 2013-06-20
001 2011-01-01 THE BARRA FOUNDATION
001 2010-01-01 IAN HARING 2011-02-25 IAN HARING 2011-02-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	STEPHANIE MULLEN	2023-07-17
001	2021-01-01	STEPHANIE MULLEN	2022-07-19
001	2020-01-01	STEPHANIE MULLEN	2021-06-30
001	2019-01-01	KRISTINA WAHL	2020-07-10
001	2018-01-01	STEPHANIE MULLEN	2019-06-05
001	2017-01-01	KRISTINA WAHL	2018-07-18
001	2016-01-01	STEPHANIE MULLEN	2017-05-16
001	2015-01-01	KRISTINA WAHL	2016-07-14
001	2014-01-01	KRISTINA WAHL	2015-07-30
001	2013-01-01	STEPHANIE MULLEN	2014-06-05
001	2012-01-01	THE BARRA FOUNDATION INC	2013-06-20
001	2011-01-01	THE BARRA FOUNDATION
001	2010-01-01	IAN HARING	2011-02-25	IAN HARING	2011-02-25

Plan Statistics for THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2011: THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2011: THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2011 : THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$30,944
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$30,944
Total plan assets at beginning of year	2011-12-31	$0
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$8,933
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$16,167
Net income (gross income less expenses)	2011-12-31	$30,944
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$30,944
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$5,844
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST

2011: THE BARRA FOUNDATION 401 K PROFIT SHARING PLAN TRUST 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

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Company Name:	THE BARRA FOUNDATION INC
Employer identification number (EIN):	236277885
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	0600220