401k Plan data: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN plan

CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 401k Plan overview

Plan Name	CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN
Plan identification number	001

CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION

Employer identification number (EIN): 731312965

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 ALANA HUGHES
001 2012-01-01 ALANA HUGHES
001 2011-01-01 ALANA HUGHES
001 2010-01-01 ALANA HUGHES
001 2009-01-01 ALANA HUGHES

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	ALANA HUGHES
001	2012-01-01	ALANA HUGHES
001	2011-01-01	ALANA HUGHES
001	2010-01-01	ALANA HUGHES
001	2009-01-01	ALANA HUGHES

Plan Statistics for CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN

401k plan membership statisitcs for CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN

Measure Date Value
2013: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN

Measure	Date	Value
2013 : CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$14,685
Expenses. Total of all expenses incurred	2013-09-30	$283,693
Benefits paid (including direct rollovers)	2013-09-30	$283,693
Total plan assets at end of year	2013-09-30	$0
Total plan assets at beginning of year	2013-09-30	$269,008
Other income received	2013-09-30	$14,685
Net income (gross income less expenses)	2013-09-30	$-269,008
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$269,008
2012 : CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$34,175
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$269,008
Total plan assets at beginning of year	2012-12-31	$234,833
Other income received	2012-12-31	$34,175
Net income (gross income less expenses)	2012-12-31	$34,175
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$269,008
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$234,833
2011 : CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-4,069
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$234,833
Total plan assets at beginning of year	2011-12-31	$238,902
Other income received	2011-12-31	$-4,069
Net income (gross income less expenses)	2011-12-31	$-4,069
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$234,833
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$238,902
2010 : CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$32,021
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$238,902
Total plan assets at beginning of year	2010-12-31	$206,881
Other income received	2010-12-31	$32,021
Net income (gross income less expenses)	2010-12-31	$32,021
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$238,902
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$206,881

Form 5500 Responses for CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN

2013: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 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
2010: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION
Employer identification number (EIN):	731312965
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations