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ROBERT SCHALKENBACH FOUNDATION PENSION PLAN 401k Plan overview

Plan NameROBERT SCHALKENBACH FOUNDATION PENSION PLAN
Plan identification number 001

ROBERT SCHALKENBACH FOUNDATION PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

ROBERT SCHALKENBACH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:ROBERT SCHALKENBACH FOUNDATION
Employer identification number (EIN):131656331
NAIC Classification:511130
NAIC Description:Book Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT SCHALKENBACH FOUNDATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01ERICH JACOBY-HAWKINS2024-01-24
0012021-07-01WYNETH ACHENBAUM2023-01-23
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01MARK SULLIVAN2018-04-11
0012015-07-01
0012014-07-01
0012013-07-01MARK SULLIVAN2015-04-08
0012012-07-01MARK SULLIVAN2014-04-09
0012011-07-01MARK SULLIVAN2013-01-22 MARK SULLIVAN2013-01-22
0012010-07-01MARK A. SULLIVAN2012-01-25 MARK A. SULLIVAN2012-01-25

Plan Statistics for ROBERT SCHALKENBACH FOUNDATION PENSION PLAN

401k plan membership statisitcs for ROBERT SCHALKENBACH FOUNDATION PENSION PLAN

Measure Date Value
2023: ROBERT SCHALKENBACH FOUNDATION PENSION PLAN 2023 401k membership
Market value of plan assets2023-06-30935,689
Acturial value of plan assets2023-06-30935,689
Funding target for retired participants and beneficiaries receiving payment2023-06-30845,167
Number of terminated vested participants2023-06-302
Fundng target for terminated vested participants2023-06-3030,000
Active participant vested funding target2023-06-300
Number of active participants2023-06-300
Total funding liabilities for active participants2023-06-300
Total participant count2023-06-307
Total funding target for all participants2023-06-30875,167
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-307,243
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-307,243
Present value of excess contributions2023-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-306,292
Total employer contributions2023-06-300
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-300
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-300
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-300
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-300
Contributions allocatedtoward minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: ROBERT SCHALKENBACH FOUNDATION PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-301,154,134
Acturial value of plan assets2022-06-301,154,134
Funding target for retired participants and beneficiaries receiving payment2022-06-30876,910
Number of terminated vested participants2022-06-302
Fundng target for terminated vested participants2022-06-3026,833
Active participant vested funding target2022-06-300
Number of active participants2022-06-300
Total funding liabilities for active participants2022-06-300
Total participant count2022-06-308
Total funding target for all participants2022-06-30903,743
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-305,709
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-305,709
Present value of excess contributions2022-06-3010,531
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3011,090
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-307,243
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: ROBERT SCHALKENBACH FOUNDATION PENSION PLAN 2021 401k membership
Market value of plan assets2021-06-30960,782
Acturial value of plan assets2021-06-30960,782
Funding target for retired participants and beneficiaries receiving payment2021-06-30586,849
Number of terminated vested participants2021-06-303
Fundng target for terminated vested participants2021-06-30167,419
Active participant vested funding target2021-06-30188,889
Number of active participants2021-06-301
Total funding liabilities for active participants2021-06-30188,889
Total participant count2021-06-308
Total funding target for all participants2021-06-30943,157
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-305,599
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-305,599
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-305,709
Total employer contributions2021-06-3010,878
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3010,531
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-300
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-3010,531
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: ROBERT SCHALKENBACH FOUNDATION PENSION PLAN 2020 401k membership
Market value of plan assets2020-06-30978,957
Acturial value of plan assets2020-06-30978,957
Funding target for retired participants and beneficiaries receiving payment2020-06-30709,028
Number of terminated vested participants2020-06-304
Fundng target for terminated vested participants2020-06-30172,694
Active participant vested funding target2020-06-30192,071
Number of active participants2020-06-301
Total funding liabilities for active participants2020-06-30192,071
Total participant count2020-06-3010
Total funding target for all participants2020-06-301,073,793
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-305,371
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-305,371
Present value of excess contributions2020-06-308,812
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-309,301
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-305,599
Total employer contributions2020-06-3022,486
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3021,551
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-30100,435
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3021,551
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-3021,551
Contributions allocatedtoward minimum required contributions for current year2020-06-3021,551
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: ROBERT SCHALKENBACH FOUNDATION PENSION PLAN 2019 401k membership
Market value of plan assets2019-06-30977,881
Acturial value of plan assets2019-06-30977,881
Funding target for retired participants and beneficiaries receiving payment2019-06-30718,507
Number of terminated vested participants2019-06-304
Fundng target for terminated vested participants2019-06-30162,322
Active participant vested funding target2019-06-30161,907
Number of active participants2019-06-302
Total funding liabilities for active participants2019-06-30162,453
Total participant count2019-06-3011
Total funding target for all participants2019-06-301,043,282
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-305,029
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-305,029
Present value of excess contributions2019-06-306,200
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-306,556
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-305,371
Total employer contributions2019-06-3027,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3025,984
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-302,444
Net shortfall amortization installment of oustanding balance2019-06-3070,772
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3017,172
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-3017,172
Contributions allocatedtoward minimum required contributions for current year2019-06-3025,984
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: ROBERT SCHALKENBACH FOUNDATION PENSION PLAN 2018 401k membership
Market value of plan assets2018-06-30936,843
Acturial value of plan assets2018-06-30936,843
Funding target for retired participants and beneficiaries receiving payment2018-06-30211,853
Number of terminated vested participants2018-06-304
Fundng target for terminated vested participants2018-06-30143,876
Active participant vested funding target2018-06-30634,849
Number of active participants2018-06-302
Total funding liabilities for active participants2018-06-30634,849
Total participant count2018-06-3010
Total funding target for all participants2018-06-30990,578
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-3014,346
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-309,848
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-304,498
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-305,029
Total employer contributions2018-06-3029,132
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3028,110
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3010,536
Net shortfall amortization installment of oustanding balance2018-06-3058,764
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3021,910
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3021,910
Contributions allocatedtoward minimum required contributions for current year2018-06-3028,110
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: ROBERT SCHALKENBACH FOUNDATION PENSION PLAN 2017 401k membership
Market value of plan assets2017-06-30846,822
Acturial value of plan assets2017-06-30846,822
Funding target for retired participants and beneficiaries receiving payment2017-06-30217,459
Number of terminated vested participants2017-06-303
Fundng target for terminated vested participants2017-06-30125,588
Active participant vested funding target2017-06-30578,167
Number of active participants2017-06-303
Total funding liabilities for active participants2017-06-30578,167
Total participant count2017-06-3010
Total funding target for all participants2017-06-30921,214
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-3014,743
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-3014,743
Present value of excess contributions2017-06-3022,883
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3024,290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-3014,346
Total employer contributions2017-06-3020,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3019,281
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3014,467
Net shortfall amortization installment of oustanding balance2017-06-3088,738
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3029,129
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-309,848
Additional cash requirement2017-06-3019,281
Contributions allocatedtoward minimum required contributions for current year2017-06-3019,281
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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