Schulman Associates I.r.b., Inc. 401(k) Plan (terminated 2019): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2019, when $4.62 million was transferred out of the plan. Assets moved to the ADVARRA 401(K) PLAN (sponsored by ADVARRA, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Schulman Associates I.r.b., Inc. 401(k) Plan Facts (plan year 2019)

Plan name
SCHULMAN IRB 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SCHULMAN ASSOCIATES INSTITUTIONAL REVIEW BOARD, INC.
Participants
203
Former employees with a balance
0
Plan year
Jan 1, 2019 – Jan 31, 2019
Plan established
Oct 1, 1993
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2019 (Jan 1, 2019 – Jan 31, 2019), filed Oct 15, 2019. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $57,830 was paid out to participants.
  • Investment and other income added $308,464.

How the Schulman Associates I.r.b., Inc. 401(k) changed, 2014–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2014165$3.68 million$136,969$256,874
2015169$3.96 million$0$219,455
2016171$4.72 million—$332,510
2017187$5.09 million$166,591$1.45 million
2018192$4.38 million$274,598$1.38 million
2019 (final)203$0—$57,830

Schulman Associates I.r.b., Inc. 401(k) Contact Information

Phone
513-761-4100
Mailing address
6940 COLUMBIA GATEWAY DRIVE SUITE 110, COLUMBIA MD 21046
Plan sponsor
SCHULMAN ASSOCIATES INSTITUTIONAL REVIEW BOARD, INC.
Employer identification number (EIN)
31-1358981
Plan number
001

Questions about the Schulman Associates I.r.b., Inc. 401(k)

Is the Schulman Associates I.r.b., Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2019. Its assets were transferred to the ADVARRA 401(K) PLAN.

Does Schulman Associates I.r.b., Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Schulman Associates I.r.b., Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Schulman Associates I.r.b., Inc 401(k) plan?

203 participants at the start of plan year 2019.

Who manages the Schulman Associates I.r.b., Inc 401(k) accounts?

T. Rowe Price is the plan's recordkeeper, which is where participants log in to see their balance.

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