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403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION
Plan identification number 002

403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION Benefits

401k Plan TypeDefined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

GAYLORD AND DOROTHY DONNELLEY FOUND ATION has sponsored the creation of one or more 401k plans.

Company Name:GAYLORD AND DOROTHY DONNELLEY FOUND ATION
Employer identification number (EIN):366108460
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BARONICA ROBERSON2024-07-16
0022022-01-01BARONICA ROBERSON2023-10-11
0022021-01-01BARONICA ROBERSON2022-10-12
0022021-01-01BARONICA ROBERSON2022-10-12
0022020-01-01BRIAN GUASTELLA2021-10-08
0022019-01-01THOMAS TRINLEY2020-08-03
0022018-01-01THOMAS TRINLEY2019-07-24
0022017-01-01TOM TRINLEY2018-07-25 TOM TRINLEY2018-07-25
0022016-01-01THOMAS TRINLEY2017-07-26 THOMAS TRINLEY2017-07-26
0022015-01-01THOMAS TRINLEY2016-07-18 THOMAS TRINLEY2016-07-18
0022013-01-01THOMAS D TRINLEY2014-07-21
0022012-01-01THOMAS D TRINLEY2013-07-31
0022011-01-01THOMAS D TRINLEY2012-07-30
0022010-01-01TOM TRINLEY2011-09-16

Plan Statistics for 403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION

Measure Date Value
2025: 403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION 2025 401k membership
Total number of particpants at beginning of year2025-07-1522
Total number of particpants at end of year2025-07-1521
Number of Participants With Account Balances2025-07-1521
2024: 403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-07-1620
Total number of particpants at end of year2024-07-1622
Number of Participants With Account Balances2024-07-1622
2022: 403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION 2022 401k membership
Total number of particpants at beginning of year2022-10-1216
Total number of particpants at end of year2022-10-1218
Number of Participants With Account Balances2022-10-1217

Financial Data on 403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION

Measure Date Value
2025 : 403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-150
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-152292348
Net assets as of the end of the plan year2025-07-154407680
Total assets as of the beginning of the plan year2025-07-155790759
Value of plan covered by a fidelity bond2025-07-15570926
Participant contributions to plan in this plan year2025-07-15121224
Other expenses paid from plan in this plan year2025-07-150
Other contributions to plan in this plan year2025-07-150
Other income to plan in this plan year2025-07-15607370
Plan net income in this plan year2025-07-15-1383079
Net assets as of the end of the plan year2025-07-154407680
Net assets as of the beginning of the plan year2025-07-155790759
Employer contributions to plan in this plan year2025-07-15180675
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-15134
2024 : 403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-1645
Net assets as of the end of the plan year2024-07-165790759
Total assets as of the beginning of the plan year2024-07-164510820
Value of plan covered by a fidelity bond2024-07-16570926
Participant contributions to plan in this plan year2024-07-1698280
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-1655384
Other income to plan in this plan year2024-07-16978957
Plan net income in this plan year2024-07-161279939
Net assets as of the end of the plan year2024-07-165790759
Net assets as of the beginning of the plan year2024-07-164510820
Employer contributions to plan in this plan year2024-07-16147363
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1645
2022 : 403(B) THRIFT PLAN OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-12249565
Net assets as of the end of the plan year2022-10-125681493
Total assets as of the beginning of the plan year2022-10-124857703
Value of plan covered by a fidelity bond2022-10-12570926
Participant contributions to plan in this plan year2022-10-1282305
Other expenses paid from plan in this plan year2022-10-1239
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-12866563
Plan net income in this plan year2022-10-12823790
Net assets as of the end of the plan year2022-10-125681493
Net assets as of the beginning of the plan year2022-10-124857703
Employer contributions to plan in this plan year2022-10-12124487
Fees paid to broker by Benefit Provider2022-10-12320

Potentially related plans

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