401k Plan data: ROBERT SCHALKENBACH FOUNDATION 401(K) PROFIT SHARING PLAN plan

ROBERT SCHALKENBACH FOUNDATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT SCHALKENBACH FOUNDATION 401(K) PROFIT SHARING PLAN
Plan identification number	003

ROBERT SCHALKENBACH FOUNDATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 JOSEPHINE FAASS 2024-05-15 JOSEPHINE FAASS 2024-05-15
003 2022-01-01 JOSEPHINE FAASS 2023-05-10 JOSEPHINE FAASS 2023-05-10
003 2021-01-01 JOSEPHINE FAASS 2022-03-31 JOSEPHINE FAASS 2022-03-31
003 2020-01-01 JOSEPHINE FAASS 2021-06-25 JOSEPHINE FAASS 2021-06-25
003 2019-01-01 JOSEPHINE FAASS 2020-08-18 JOSEPHINE FAASS 2020-08-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	JOSEPHINE FAASS	2024-05-15	JOSEPHINE FAASS	2024-05-15
003	2022-01-01	JOSEPHINE FAASS	2023-05-10	JOSEPHINE FAASS	2023-05-10
003	2021-01-01	JOSEPHINE FAASS	2022-03-31	JOSEPHINE FAASS	2022-03-31
003	2020-01-01	JOSEPHINE FAASS	2021-06-25	JOSEPHINE FAASS	2021-06-25
003	2019-01-01	JOSEPHINE FAASS	2020-08-18	JOSEPHINE FAASS	2020-08-18

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