401k Plan data: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN plan

SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan Name	SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN
Plan identification number	008

SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT 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.
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.

401k Sponsoring company profile

SCHINDLER ELEVATOR CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SCHINDLER ELEVATOR CORPORATION

Employer identification number (EIN): 341270056

NAIC Classification: 335900

Additional information about SCHINDLER ELEVATOR CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 0867556

More information about SCHINDLER ELEVATOR CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
008 2022-01-01
008 2021-01-01
008 2020-01-01
008 2019-01-01
008 2018-01-01
008 2017-01-01 ROBERT PIERCE
008 2016-01-01 ROBERT PIERCE
008 2015-01-01 ROBERT PIERCE
008 2014-01-01 ROBERT PIERCE
008 2014-01-01 2015-09-22
008 2013-01-01 LISA SISTO
008 2012-01-01 LISA SISTO
008 2011-01-01 LISA SISTO
008 2010-01-01 LISA SISTO
008 2009-01-01 LISA SISTO

Plan Statistics for SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN

Measure Date Value
2022: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
2020: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
2019: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 6
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 5
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 3
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 20
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 8
Total of all active and inactive participants 2010-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 28
Number of participants with account balances 2010-01-01 45
2009: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
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 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
2020: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
2019: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	6
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	5
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	3
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	20
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	8
Total of all active and inactive participants	2010-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	28
Number of participants with account balances	2010-01-01	45
2009: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
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	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN

Measure	Date	Value
2022 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-40,636
Expenses. Total of all expenses incurred	2022-12-31	$53,073
Benefits paid (including direct rollovers)	2022-12-31	$46,065
Total plan assets at end of year	2022-12-31	$691,648
Total plan assets at beginning of year	2022-12-31	$785,357
Value of fidelity bond covering the plan	2022-12-31	$10,000,000
Total contributions received or receivable from participants	2022-12-31	$54,964
Expenses. Other expenses not covered elsewhere	2022-12-31	$3,604
Other income received	2022-12-31	$-136,163
Net income (gross income less expenses)	2022-12-31	$-93,709
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$691,648
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$785,357
Assets. Value of participant loans	2022-12-31	$67,896
Total contributions received or receivable from employer(s)	2022-12-31	$40,563
Value of corrective distributions	2022-12-31	$3,404
2021 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-1,178
Total income from all sources	2021-12-31	$189,829
Expenses. Total of all expenses incurred	2021-12-31	$2,062
Benefits paid (including direct rollovers)	2021-12-31	$2,062
Total plan assets at end of year	2021-12-31	$785,357
Total plan assets at beginning of year	2021-12-31	$598,768
Value of fidelity bond covering the plan	2021-12-31	$10,000,000
Total contributions received or receivable from participants	2021-12-31	$54,860
Other income received	2021-12-31	$95,781
Net income (gross income less expenses)	2021-12-31	$187,767
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$785,357
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$598,768
Assets. Value of participant loans	2021-12-31	$42,411
Total contributions received or receivable from employer(s)	2021-12-31	$39,188
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$168,387
Expenses. Total of all expenses incurred	2020-12-31	$174,573
Benefits paid (including direct rollovers)	2020-12-31	$174,573
Total plan assets at end of year	2020-12-31	$598,768
Total plan assets at beginning of year	2020-12-31	$604,954
Value of fidelity bond covering the plan	2020-12-31	$10,000,000
Total contributions received or receivable from participants	2020-12-31	$41,725
Other income received	2020-12-31	$97,432
Net income (gross income less expenses)	2020-12-31	$-6,186
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$598,768
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$604,954
Assets. Value of participant loans	2020-12-31	$38,471
Total contributions received or receivable from employer(s)	2020-12-31	$29,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$180,162
Expenses. Total of all expenses incurred	2019-12-31	$15,405
Benefits paid (including direct rollovers)	2019-12-31	$14,010
Total plan assets at end of year	2019-12-31	$604,954
Total plan assets at beginning of year	2019-12-31	$440,197
Value of fidelity bond covering the plan	2019-12-31	$10,000,000
Total contributions received or receivable from participants	2019-12-31	$59,301
Other income received	2019-12-31	$96,961
Net income (gross income less expenses)	2019-12-31	$164,757
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$604,954
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$440,197
Assets. Value of participant loans	2019-12-31	$52,764
Total contributions received or receivable from employer(s)	2019-12-31	$23,900
Value of corrective distributions	2019-12-31	$1,395
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$48,292
Expenses. Total of all expenses incurred	2018-12-31	$63,600
Benefits paid (including direct rollovers)	2018-12-31	$57,909
Total plan assets at end of year	2018-12-31	$440,197
Total plan assets at beginning of year	2018-12-31	$455,505
Value of fidelity bond covering the plan	2018-12-31	$10,000,000
Total contributions received or receivable from participants	2018-12-31	$55,745
Other income received	2018-12-31	$-25,510
Net income (gross income less expenses)	2018-12-31	$-15,308
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$440,197
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$455,505
Assets. Value of participant loans	2018-12-31	$7,413
Total contributions received or receivable from employer(s)	2018-12-31	$18,057
Value of corrective distributions	2018-12-31	$5,691
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$140,696
Expenses. Total of all expenses incurred	2017-12-31	$112,245
Benefits paid (including direct rollovers)	2017-12-31	$112,245
Total plan assets at end of year	2017-12-31	$455,505
Total plan assets at beginning of year	2017-12-31	$427,054
Value of fidelity bond covering the plan	2017-12-31	$10,000,000
Total contributions received or receivable from participants	2017-12-31	$50,191
Other income received	2017-12-31	$73,639
Net income (gross income less expenses)	2017-12-31	$28,451
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$455,505
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$427,054
Assets. Value of participant loans	2017-12-31	$17,278
Total contributions received or receivable from employer(s)	2017-12-31	$16,866
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$90,412
Expenses. Total of all expenses incurred	2016-12-31	$21,565
Benefits paid (including direct rollovers)	2016-12-31	$21,565
Total plan assets at end of year	2016-12-31	$427,054
Total plan assets at beginning of year	2016-12-31	$358,207
Value of fidelity bond covering the plan	2016-12-31	$10,000,000
Total contributions received or receivable from participants	2016-12-31	$49,610
Other income received	2016-12-31	$26,441
Net income (gross income less expenses)	2016-12-31	$68,847
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$427,054
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$358,207
Assets. Value of participant loans	2016-12-31	$13,697
Total contributions received or receivable from employer(s)	2016-12-31	$14,361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$50,396
Expenses. Total of all expenses incurred	2015-12-31	$31,995
Benefits paid (including direct rollovers)	2015-12-31	$31,995
Total plan assets at end of year	2015-12-31	$358,207
Total plan assets at beginning of year	2015-12-31	$339,806
Value of fidelity bond covering the plan	2015-12-31	$10,000,000
Total contributions received or receivable from participants	2015-12-31	$34,962
Other income received	2015-12-31	$1,277
Net income (gross income less expenses)	2015-12-31	$18,401
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$358,207
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$339,806
Assets. Value of participant loans	2015-12-31	$22,537
Total contributions received or receivable from employer(s)	2015-12-31	$14,157
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$64,276
Expenses. Total of all expenses incurred	2014-12-31	$33,952
Benefits paid (including direct rollovers)	2014-12-31	$33,952
Total plan assets at end of year	2014-12-31	$339,806
Total plan assets at beginning of year	2014-12-31	$309,482
Value of fidelity bond covering the plan	2014-12-31	$10,000,000
Total contributions received or receivable from participants	2014-12-31	$33,649
Other income received	2014-12-31	$17,730
Net income (gross income less expenses)	2014-12-31	$30,324
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$339,806
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$309,482
Assets. Value of participant loans	2014-12-31	$29,784
Total contributions received or receivable from employer(s)	2014-12-31	$12,897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$87,285
Expenses. Total of all expenses incurred	2013-12-31	$34,375
Benefits paid (including direct rollovers)	2013-12-31	$34,375
Total plan assets at end of year	2013-12-31	$309,482
Total plan assets at beginning of year	2013-12-31	$256,572
Value of fidelity bond covering the plan	2013-12-31	$10,000,000
Total contributions received or receivable from participants	2013-12-31	$31,728
Other income received	2013-12-31	$43,270
Net income (gross income less expenses)	2013-12-31	$52,910
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$309,482
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$256,572
Assets. Value of participant loans	2013-12-31	$13,226
Total contributions received or receivable from employer(s)	2013-12-31	$12,287
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$68,625
Expenses. Total of all expenses incurred	2012-12-31	$101,690
Benefits paid (including direct rollovers)	2012-12-31	$101,690
Total plan assets at end of year	2012-12-31	$256,572
Total plan assets at beginning of year	2012-12-31	$289,637
Value of fidelity bond covering the plan	2012-12-31	$10,000,000
Total contributions received or receivable from participants	2012-12-31	$30,889
Other income received	2012-12-31	$25,158
Net income (gross income less expenses)	2012-12-31	$-33,065
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$256,572
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$289,637
Assets. Value of participant loans	2012-12-31	$21,178
Total contributions received or receivable from employer(s)	2012-12-31	$12,578
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$30,482
Expenses. Total of all expenses incurred	2011-12-31	$7,470
Benefits paid (including direct rollovers)	2011-12-31	$7,470
Total plan assets at end of year	2011-12-31	$289,637
Total plan assets at beginning of year	2011-12-31	$266,625
Value of fidelity bond covering the plan	2011-12-31	$10,000,000
Total contributions received or receivable from participants	2011-12-31	$23,645
Other income received	2011-12-31	$-3,322
Net income (gross income less expenses)	2011-12-31	$23,012
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$289,637
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$266,625
Assets. Value of participant loans	2011-12-31	$16,412
Total contributions received or receivable from employer(s)	2011-12-31	$10,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$65,311
Expenses. Total of all expenses incurred	2010-12-31	$68,220
Benefits paid (including direct rollovers)	2010-12-31	$68,220
Total plan assets at end of year	2010-12-31	$266,625
Total plan assets at beginning of year	2010-12-31	$269,534
Value of fidelity bond covering the plan	2010-12-31	$10,000,000
Total contributions received or receivable from participants	2010-12-31	$32,516
Other income received	2010-12-31	$20,316
Net income (gross income less expenses)	2010-12-31	$-2,909
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$266,625
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$269,534
Assets. Value of participant loans	2010-12-31	$18,747
Total contributions received or receivable from employer(s)	2010-12-31	$12,479
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN

2022: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT 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	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT 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: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT 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: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT 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: SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT 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

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Company Name:	SCHINDLER ELEVATOR CORPORATION
Employer identification number (EIN):	341270056
NAIC Classification:	335900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	0867556