401k Plan data: THE WEINBERG FOUNDATION PENSION PLAN plan

THE WEINBERG FOUNDATION PENSION PLAN 401k Plan overview

Plan Name	THE WEINBERG FOUNDATION PENSION PLAN
Plan identification number	001

THE WEINBERG FOUNDATION PENSION PLAN 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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC.

Employer identification number (EIN): 526037034

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WEINBERG FOUNDATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ARLENE COX 2023-10-12
001 2021-01-01 ARLENE COX 2022-10-13
001 2020-01-01 ARLENE COX 2021-10-13
001 2019-01-01 ARLENE COX 2020-10-01
001 2018-03-01 ARLENE COX 2019-10-11
001 2017-03-01 ARLENE COX 2018-12-12
001 2016-03-01 ARLENE HAYDEN 2017-12-08
001 2015-03-01 ARLENE HAYDEN 2016-12-12
001 2014-03-01 BARRY SCHLOSS 2015-12-08
001 2013-03-01 BARRY SCHLOSS 2014-12-11
001 2012-03-01 BARRY SCHLOSS 2013-12-06 BARRY SCHLOSS 2013-12-06
001 2011-03-01 BARRY SCHLOSS 2012-12-07
001 2010-03-01 BARRY SCHLOSS 2011-12-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ARLENE COX	2023-10-12
001	2021-01-01	ARLENE COX	2022-10-13
001	2020-01-01	ARLENE COX	2021-10-13
001	2019-01-01	ARLENE COX	2020-10-01
001	2018-03-01	ARLENE COX	2019-10-11
001	2017-03-01	ARLENE COX	2018-12-12
001	2016-03-01	ARLENE HAYDEN	2017-12-08
001	2015-03-01	ARLENE HAYDEN	2016-12-12
001	2014-03-01	BARRY SCHLOSS	2015-12-08
001	2013-03-01	BARRY SCHLOSS	2014-12-11
001	2012-03-01	BARRY SCHLOSS	2013-12-06	BARRY SCHLOSS	2013-12-06
001	2011-03-01	BARRY SCHLOSS	2012-12-07
001	2010-03-01	BARRY SCHLOSS	2011-12-09

Plan Statistics for THE WEINBERG FOUNDATION PENSION PLAN

401k plan membership statisitcs for THE WEINBERG FOUNDATION PENSION PLAN

Measure Date Value
2022: THE WEINBERG FOUNDATION PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 35,297,178
Acturial value of plan assets 2022-12-31 35,297,178
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 961,904
Number of terminated vested participants 2022-12-31 20
Fundng target for terminated vested participants 2022-12-31 4,227,538
Active participant vested funding target 2022-12-31 10,776,970
Number of active participants 2022-12-31 56
Total funding liabilities for active participants 2022-12-31 11,760,046
Total participant count 2022-12-31 80
Total funding target for all participants 2022-12-31 16,949,488
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 6,941,808
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 0
Amount remaining of prefunding balance 2022-12-31 6,941,808
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 1,257,332
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 7,107,547
Total employer contributions 2022-12-31 0
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 0
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 1,523,415
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 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 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE WEINBERG FOUNDATION PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 29,391,554
Acturial value of plan assets 2021-12-31 29,391,554
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,028,706
Number of terminated vested participants 2021-12-31 19
Fundng target for terminated vested participants 2021-12-31 4,282,492
Active participant vested funding target 2021-12-31 9,535,230
Number of active participants 2021-12-31 56
Total funding liabilities for active participants 2021-12-31 10,453,906
Total participant count 2021-12-31 79
Total funding target for all participants 2021-12-31 15,765,104
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 7,128,336
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 0
Amount remaining of prefunding balance 2021-12-31 7,128,336
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 1,406,186
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 6,941,808
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 0
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 1,600,198
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 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 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE WEINBERG FOUNDATION PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 25,800,976
Acturial value of plan assets 2020-12-31 25,800,976
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,093,311
Number of terminated vested participants 2020-12-31 18
Fundng target for terminated vested participants 2020-12-31 3,667,677
Active participant vested funding target 2020-12-31 7,640,084
Number of active participants 2020-12-31 55
Total funding liabilities for active participants 2020-12-31 8,156,624
Total participant count 2020-12-31 78
Total funding target for all participants 2020-12-31 12,917,612
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 5,598,316
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 0
Amount remaining of prefunding balance 2020-12-31 5,598,316
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
Total available prior years excess cotributions added 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 0
Balance of prefunding at beginning of current year 2020-12-31 7,128,336
Total employer contributions 2020-12-31 0
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 0
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 1,297,587
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 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 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE WEINBERG FOUNDATION PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 22,342,507
Acturial value of plan assets 2019-12-31 22,342,507
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 924,713
Number of terminated vested participants 2019-12-31 16
Fundng target for terminated vested participants 2019-12-31 4,047,800
Active participant vested funding target 2019-12-31 7,450,981
Number of active participants 2019-12-31 50
Total funding liabilities for active participants 2019-12-31 7,791,226
Total participant count 2019-12-31 69
Total funding target for all participants 2019-12-31 12,763,739
Balance at beginning of prior year after applicable adjustments 2019-12-31 1,047,384
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 8,807,205
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 1,047,384
Amount remaining of prefunding balance 2019-12-31 8,807,205
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
Total available prior years excess cotributions added 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 2019-12-31 936,990
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 2,280,610
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 5,598,316
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 2019-12-31 945,105
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 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: THE WEINBERG FOUNDATION PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 26,073,245
Acturial value of plan assets 2018-12-31 26,073,245
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 945,334
Number of terminated vested participants 2018-12-31 14
Fundng target for terminated vested participants 2018-12-31 2,610,084
Active participant vested funding target 2018-12-31 7,631,394
Number of active participants 2018-12-31 45
Total funding liabilities for active participants 2018-12-31 8,243,345
Total participant count 2018-12-31 62
Total funding target for all participants 2018-12-31 11,798,763
Balance at beginning of prior year after applicable adjustments 2018-12-31 1,718,580
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 7,288,319
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 1,718,580
Amount remaining of prefunding balance 2018-12-31 7,288,319
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 caryover balances due to elections or deemed elections 2018-12-31 1,029,348
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 1,047,384
Balance of prefunding at beginning of current year 2018-12-31 8,807,205
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 2018-12-31 694,827
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
Market value of plan assets 2018-02-28 21,624,633
Acturial value of plan assets 2018-02-28 21,624,633
Funding target for retired participants and beneficiaries receiving payment 2018-02-28 220,648
Number of terminated vested participants 2018-02-28 14
Fundng target for terminated vested participants 2018-02-28 2,183,862
Active participant vested funding target 2018-02-28 6,654,283
Number of active participants 2018-02-28 44
Total funding liabilities for active participants 2018-02-28 7,450,723
Total participant count 2018-02-28 60
Total funding target for all participants 2018-02-28 9,855,233
Balance at beginning of prior year after applicable adjustments 2018-02-28 1,394,272
Prefunding balance at beginning of prior year after applicable adjustments 2018-02-28 5,912,964
Carryover balanced portion elected for use to offset prior years funding requirement 2018-02-28 0
Prefunding balanced used to offset prior years funding requirement 2018-02-28 0
Amount remaining of carryover balance 2018-02-28 1,394,272
Amount remaining of prefunding balance 2018-02-28 5,912,964
Present value of excess contributions 2018-02-28 580,864
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-02-28 616,064
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-02-28 0
Reductions in caryover balances due to elections or deemed elections 2018-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2018-02-28 0
Balance of carryovers at beginning of current year 2018-02-28 1,718,580
Balance of prefunding at beginning of current year 2018-02-28 7,288,319
Total employer contributions 2018-02-28 0
Total employee contributions 2018-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2018-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-02-28 0
Unpaid minimum required contributions for all prior years 2018-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-02-28 0
Remaining amount of unpaid minimum required contributions 2018-02-28 0
Minimum required contributions for current year target normal cost 2018-02-28 726,110
Net shortfall amortization installment of oustanding balance 2018-02-28 0
Waiver amortization installment 2018-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2018-02-28 0
Carryover balance elected to use to offset funding requirement 2018-02-28 0
Prefunding balance elected to use to offset funding requirement 2018-02-28 0
Additional cash requirement 2018-02-28 0
Contributions allocatedtoward minimum required contributions for current year 2018-02-28 0
Unpaid minimum required contributions for current year 2018-02-28 0
Unpaid minimum required contributions for all years 2018-02-28 0
2017: THE WEINBERG FOUNDATION PENSION PLAN 2017 401k membership
Market value of plan assets 2017-02-28 18,638,340
Acturial value of plan assets 2017-02-28 18,638,340
Funding target for retired participants and beneficiaries receiving payment 2017-02-28 229,177
Number of terminated vested participants 2017-02-28 14
Fundng target for terminated vested participants 2017-02-28 1,990,029
Active participant vested funding target 2017-02-28 7,031,272
Number of active participants 2017-02-28 44
Total funding liabilities for active participants 2017-02-28 7,519,434
Total participant count 2017-02-28 60
Total funding target for all participants 2017-02-28 9,738,640
Balance at beginning of prior year after applicable adjustments 2017-02-28 1,551,260
Prefunding balance at beginning of prior year after applicable adjustments 2017-02-28 6,578,732
Carryover balanced portion elected for use to offset prior years funding requirement 2017-02-28 0
Prefunding balanced used to offset prior years funding requirement 2017-02-28 0
Amount remaining of carryover balance 2017-02-28 1,551,260
Amount remaining of prefunding balance 2017-02-28 6,578,732
Present value of excess contributions 2017-02-28 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-02-28 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-02-28 0
Reductions in caryover balances due to elections or deemed elections 2017-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2017-02-28 0
Balance of carryovers at beginning of current year 2017-02-28 1,394,272
Balance of prefunding at beginning of current year 2017-02-28 5,912,964
Total employer contributions 2017-02-28 590,208
Total employee contributions 2017-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2017-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-02-28 580,864
Unpaid minimum required contributions for all prior years 2017-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-02-28 0
Remaining amount of unpaid minimum required contributions 2017-02-28 0
Minimum required contributions for current year target normal cost 2017-02-28 669,528
Net shortfall amortization installment of oustanding balance 2017-02-28 0
Waiver amortization installment 2017-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2017-02-28 0
Carryover balance elected to use to offset funding requirement 2017-02-28 0
Prefunding balance elected to use to offset funding requirement 2017-02-28 0
Additional cash requirement 2017-02-28 0
Contributions allocatedtoward minimum required contributions for current year 2017-02-28 580,864
Unpaid minimum required contributions for current year 2017-02-28 0
Unpaid minimum required contributions for all years 2017-02-28 0

Measure	Date	Value
2022: THE WEINBERG FOUNDATION PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	35,297,178
Acturial value of plan assets	2022-12-31	35,297,178
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	961,904
Number of terminated vested participants	2022-12-31	20
Fundng target for terminated vested participants	2022-12-31	4,227,538
Active participant vested funding target	2022-12-31	10,776,970
Number of active participants	2022-12-31	56
Total funding liabilities for active participants	2022-12-31	11,760,046
Total participant count	2022-12-31	80
Total funding target for all participants	2022-12-31	16,949,488
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	6,941,808
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	0
Amount remaining of prefunding balance	2022-12-31	6,941,808
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	1,257,332
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	7,107,547
Total employer contributions	2022-12-31	0
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	0
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	1,523,415
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	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	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE WEINBERG FOUNDATION PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	29,391,554
Acturial value of plan assets	2021-12-31	29,391,554
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,028,706
Number of terminated vested participants	2021-12-31	19
Fundng target for terminated vested participants	2021-12-31	4,282,492
Active participant vested funding target	2021-12-31	9,535,230
Number of active participants	2021-12-31	56
Total funding liabilities for active participants	2021-12-31	10,453,906
Total participant count	2021-12-31	79
Total funding target for all participants	2021-12-31	15,765,104
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	7,128,336
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	0
Amount remaining of prefunding balance	2021-12-31	7,128,336
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	1,406,186
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	6,941,808
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	0
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	1,600,198
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	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	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE WEINBERG FOUNDATION PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	25,800,976
Acturial value of plan assets	2020-12-31	25,800,976
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,093,311
Number of terminated vested participants	2020-12-31	18
Fundng target for terminated vested participants	2020-12-31	3,667,677
Active participant vested funding target	2020-12-31	7,640,084
Number of active participants	2020-12-31	55
Total funding liabilities for active participants	2020-12-31	8,156,624
Total participant count	2020-12-31	78
Total funding target for all participants	2020-12-31	12,917,612
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	5,598,316
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	0
Amount remaining of prefunding balance	2020-12-31	5,598,316
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
Total available prior years excess cotributions added 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	0
Balance of prefunding at beginning of current year	2020-12-31	7,128,336
Total employer contributions	2020-12-31	0
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	0
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	1,297,587
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	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	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE WEINBERG FOUNDATION PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	22,342,507
Acturial value of plan assets	2019-12-31	22,342,507
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	924,713
Number of terminated vested participants	2019-12-31	16
Fundng target for terminated vested participants	2019-12-31	4,047,800
Active participant vested funding target	2019-12-31	7,450,981
Number of active participants	2019-12-31	50
Total funding liabilities for active participants	2019-12-31	7,791,226
Total participant count	2019-12-31	69
Total funding target for all participants	2019-12-31	12,763,739
Balance at beginning of prior year after applicable adjustments	2019-12-31	1,047,384
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	8,807,205
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	1,047,384
Amount remaining of prefunding balance	2019-12-31	8,807,205
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
Total available prior years excess cotributions added 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	936,990
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	2,280,610
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	5,598,316
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	945,105
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	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: THE WEINBERG FOUNDATION PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	26,073,245
Acturial value of plan assets	2018-12-31	26,073,245
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	945,334
Number of terminated vested participants	2018-12-31	14
Fundng target for terminated vested participants	2018-12-31	2,610,084
Active participant vested funding target	2018-12-31	7,631,394
Number of active participants	2018-12-31	45
Total funding liabilities for active participants	2018-12-31	8,243,345
Total participant count	2018-12-31	62
Total funding target for all participants	2018-12-31	11,798,763
Balance at beginning of prior year after applicable adjustments	2018-12-31	1,718,580
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	7,288,319
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	1,718,580
Amount remaining of prefunding balance	2018-12-31	7,288,319
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 caryover balances due to elections or deemed elections	2018-12-31	1,029,348
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	1,047,384
Balance of prefunding at beginning of current year	2018-12-31	8,807,205
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	694,827
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
Market value of plan assets	2018-02-28	21,624,633
Acturial value of plan assets	2018-02-28	21,624,633
Funding target for retired participants and beneficiaries receiving payment	2018-02-28	220,648
Number of terminated vested participants	2018-02-28	14
Fundng target for terminated vested participants	2018-02-28	2,183,862
Active participant vested funding target	2018-02-28	6,654,283
Number of active participants	2018-02-28	44
Total funding liabilities for active participants	2018-02-28	7,450,723
Total participant count	2018-02-28	60
Total funding target for all participants	2018-02-28	9,855,233
Balance at beginning of prior year after applicable adjustments	2018-02-28	1,394,272
Prefunding balance at beginning of prior year after applicable adjustments	2018-02-28	5,912,964
Carryover balanced portion elected for use to offset prior years funding requirement	2018-02-28	0
Prefunding balanced used to offset prior years funding requirement	2018-02-28	0
Amount remaining of carryover balance	2018-02-28	1,394,272
Amount remaining of prefunding balance	2018-02-28	5,912,964
Present value of excess contributions	2018-02-28	580,864
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-02-28	616,064
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-02-28	0
Reductions in caryover balances due to elections or deemed elections	2018-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2018-02-28	0
Balance of carryovers at beginning of current year	2018-02-28	1,718,580
Balance of prefunding at beginning of current year	2018-02-28	7,288,319
Total employer contributions	2018-02-28	0
Total employee contributions	2018-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2018-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-02-28	0
Unpaid minimum required contributions for all prior years	2018-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-02-28	0
Remaining amount of unpaid minimum required contributions	2018-02-28	0
Minimum required contributions for current year target normal cost	2018-02-28	726,110
Net shortfall amortization installment of oustanding balance	2018-02-28	0
Waiver amortization installment	2018-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2018-02-28	0
Carryover balance elected to use to offset funding requirement	2018-02-28	0
Prefunding balance elected to use to offset funding requirement	2018-02-28	0
Additional cash requirement	2018-02-28	0
Contributions allocatedtoward minimum required contributions for current year	2018-02-28	0
Unpaid minimum required contributions for current year	2018-02-28	0
Unpaid minimum required contributions for all years	2018-02-28	0
2017: THE WEINBERG FOUNDATION PENSION PLAN 2017 401k membership
Market value of plan assets	2017-02-28	18,638,340
Acturial value of plan assets	2017-02-28	18,638,340
Funding target for retired participants and beneficiaries receiving payment	2017-02-28	229,177
Number of terminated vested participants	2017-02-28	14
Fundng target for terminated vested participants	2017-02-28	1,990,029
Active participant vested funding target	2017-02-28	7,031,272
Number of active participants	2017-02-28	44
Total funding liabilities for active participants	2017-02-28	7,519,434
Total participant count	2017-02-28	60
Total funding target for all participants	2017-02-28	9,738,640
Balance at beginning of prior year after applicable adjustments	2017-02-28	1,551,260
Prefunding balance at beginning of prior year after applicable adjustments	2017-02-28	6,578,732
Carryover balanced portion elected for use to offset prior years funding requirement	2017-02-28	0
Prefunding balanced used to offset prior years funding requirement	2017-02-28	0
Amount remaining of carryover balance	2017-02-28	1,551,260
Amount remaining of prefunding balance	2017-02-28	6,578,732
Present value of excess contributions	2017-02-28	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-02-28	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-02-28	0
Reductions in caryover balances due to elections or deemed elections	2017-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2017-02-28	0
Balance of carryovers at beginning of current year	2017-02-28	1,394,272
Balance of prefunding at beginning of current year	2017-02-28	5,912,964
Total employer contributions	2017-02-28	590,208
Total employee contributions	2017-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2017-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-02-28	580,864
Unpaid minimum required contributions for all prior years	2017-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-02-28	0
Remaining amount of unpaid minimum required contributions	2017-02-28	0
Minimum required contributions for current year target normal cost	2017-02-28	669,528
Net shortfall amortization installment of oustanding balance	2017-02-28	0
Waiver amortization installment	2017-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2017-02-28	0
Carryover balance elected to use to offset funding requirement	2017-02-28	0
Prefunding balance elected to use to offset funding requirement	2017-02-28	0
Additional cash requirement	2017-02-28	0
Contributions allocatedtoward minimum required contributions for current year	2017-02-28	580,864
Unpaid minimum required contributions for current year	2017-02-28	0
Unpaid minimum required contributions for all years	2017-02-28	0

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Company Name:	THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC.
Employer identification number (EIN):	526037034
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations