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THE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTHE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

THE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST 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 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 RICHARD M SCHULZE FAMILY F has sponsored the creation of one or more 401k plans.

Company Name:THE RICHARD M SCHULZE FAMILY F
Employer identification number (EIN):465588406
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EILEEN PLOUSSARD2024-06-25
0012022-01-01JOE S LANGEL2023-06-16
0012021-01-01MARK DIENHART2022-07-20
0012020-01-01MARK DIENHART2021-07-21
0012019-01-01MELISSA M. PASSE2020-07-29
0012018-01-01MELISSA M. PASSE2019-06-11
0012017-01-01MELISSA PASSE2018-07-12
0012016-01-01MARK C DIENHART2017-07-18
0012015-01-01MARK DIENHART2016-06-09

Plan Statistics for THE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for THE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: THE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-3014
Total number of particpants at end of year2025-05-3013
Number of Participants With Account Balances2025-05-3013
2024: THE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-2514
Total number of particpants at end of year2024-06-2514
Number of Participants With Account Balances2024-06-2514

Financial Data on THE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : THE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-300
Total liabilities as of the end of the plan year2025-05-300
Total liabilities as of the beginning of the plan year2025-05-300
Total expenses incurred by plan in this plan year2025-05-3011848
Net assets as of the end of the plan year2025-05-301993168
Total assets as of the beginning of the plan year2025-05-301562769
Value of plan covered by a fidelity bond2025-05-30156277
Participant contributions to plan in this plan year2025-05-30158414
Other expenses paid from plan in this plan year2025-05-300
Other contributions to plan in this plan year2025-05-300
Other income to plan in this plan year2025-05-30212172
Plan net income in this plan year2025-05-30430399
Net assets as of the end of the plan year2025-05-301993168
Net assets as of the beginning of the plan year2025-05-301562769
Employer contributions to plan in this plan year2025-05-3071661
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-306207
2024 : THE RICHARD M SCHULZE FAMILY FOUNDATION 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-250
Total liabilities as of the end of the plan year2024-06-250
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-25132045
Net assets as of the end of the plan year2024-06-251562769
Total assets as of the beginning of the plan year2024-06-251254403
Value of plan covered by a fidelity bond2024-06-25125440
Participant contributions to plan in this plan year2024-06-25154733
Other expenses paid from plan in this plan year2024-06-250
Other contributions to plan in this plan year2024-06-250
Other income to plan in this plan year2024-06-25211933
Plan net income in this plan year2024-06-25308366
Net assets as of the end of the plan year2024-06-251562769
Net assets as of the beginning of the plan year2024-06-251254403
Employer contributions to plan in this plan year2024-06-2573745
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-254661

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