401k Plan data: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN plan

JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 401k Plan overview

Plan Name	JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN
Plan identification number	001

JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

JEWISH VOCATIONAL SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: JEWISH VOCATIONAL SERVICE, INC.

Employer identification number (EIN): 042104357

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01
001 2021-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 KEILA BARROS
001 2016-10-01

Plan Statistics for JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN

401k plan membership statisitcs for JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN

Measure Date Value
2022: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 250
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 249
Number of retired or separated participants receiving benefits 2022-10-01 7
Number of other retired or separated participants entitled to future benefits 2022-10-01 21
Total of all active and inactive participants 2022-10-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 277
Number of participants with account balances 2022-10-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 25
2021: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 209
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 205
Number of retired or separated participants receiving benefits 2021-10-01 2
Number of other retired or separated participants entitled to future benefits 2021-10-01 36
Total of all active and inactive participants 2021-10-01 243
Total participants 2021-10-01 243
Number of participants with account balances 2021-10-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 28
2020: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 180
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 179
Number of retired or separated participants receiving benefits 2020-10-01 1
Number of other retired or separated participants entitled to future benefits 2020-10-01 24
Total of all active and inactive participants 2020-10-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 204
Number of participants with account balances 2020-10-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 4
2019: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 173
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 160
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 18
Total of all active and inactive participants 2019-10-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 178
Number of participants with account balances 2019-10-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 171
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 151
Number of retired or separated participants receiving benefits 2018-10-01 5
Number of other retired or separated participants entitled to future benefits 2018-10-01 15
Total of all active and inactive participants 2018-10-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 171
Number of participants with account balances 2018-10-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 9
2017: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 166
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 160
Number of retired or separated participants receiving benefits 2017-10-01 3
Number of other retired or separated participants entitled to future benefits 2017-10-01 14
Total of all active and inactive participants 2017-10-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 177
Number of participants with account balances 2017-10-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 10
2016: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 141
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 163
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 4
Total of all active and inactive participants 2016-10-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 167
Number of participants with account balances 2016-10-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 12

Measure	Date	Value
2022: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	250
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	249
Number of retired or separated participants receiving benefits	2022-10-01	7
Number of other retired or separated participants entitled to future benefits	2022-10-01	21
Total of all active and inactive participants	2022-10-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	277
Number of participants with account balances	2022-10-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	25
2021: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	209
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	205
Number of retired or separated participants receiving benefits	2021-10-01	2
Number of other retired or separated participants entitled to future benefits	2021-10-01	36
Total of all active and inactive participants	2021-10-01	243
Total participants	2021-10-01	243
Number of participants with account balances	2021-10-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	28
2020: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	180
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	179
Number of retired or separated participants receiving benefits	2020-10-01	1
Number of other retired or separated participants entitled to future benefits	2020-10-01	24
Total of all active and inactive participants	2020-10-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	204
Number of participants with account balances	2020-10-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	4
2019: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	173
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	160
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	18
Total of all active and inactive participants	2019-10-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	178
Number of participants with account balances	2019-10-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	171
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	151
Number of retired or separated participants receiving benefits	2018-10-01	5
Number of other retired or separated participants entitled to future benefits	2018-10-01	15
Total of all active and inactive participants	2018-10-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	171
Number of participants with account balances	2018-10-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	9
2017: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	166
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	160
Number of retired or separated participants receiving benefits	2017-10-01	3
Number of other retired or separated participants entitled to future benefits	2017-10-01	14
Total of all active and inactive participants	2017-10-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	177
Number of participants with account balances	2017-10-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	10
2016: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	141
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	163
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	4
Total of all active and inactive participants	2016-10-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	167
Number of participants with account balances	2016-10-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	12

Financial Data on JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN

Measure	Date	Value
2023 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$0
Total income from all sources (including contributions)	2023-09-30	$1,081,604
Total loss/gain on sale of assets	2023-09-30	$0
Total of all expenses incurred	2023-09-30	$1,057,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-09-30	$1,008,668
Value of total corrective distributions	2023-09-30	$25,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-09-30	$738,732
Value of total assets at end of year	2023-09-30	$2,653,742
Value of total assets at beginning of year	2023-09-30	$2,629,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-09-30	$23,515
Total interest from all sources	2023-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-09-30	$33,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-09-30	$33,604
Was this plan covered by a fidelity bond	2023-09-30	Yes
Value of fidelity bond cover	2023-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-09-30	No
Contributions received from participants	2023-09-30	$570,653
Participant contributions at end of year	2023-09-30	$0
Participant contributions at beginning of year	2023-09-30	$22,894
Income. Received or receivable in cash from other sources (including rollovers)	2023-09-30	$21,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Value of net income/loss	2023-09-30	$23,826
Value of net assets at end of year (total assets less liabilities)	2023-09-30	$2,653,742
Value of net assets at beginning of year (total assets less liabilities)	2023-09-30	$2,629,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-09-30	No
Were any leases to which the plan was party in default or uncollectible	2023-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-09-30	$2,461,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-09-30	$2,410,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-09-30	$192,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-09-30	$191,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-09-30	$309,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-09-30	No
Was there a failure to transmit to the plan any participant contributions	2023-09-30	No
Has the plan failed to provide any benefit when due under the plan	2023-09-30	No
Contributions received in cash from employer	2023-09-30	$146,383
Employer contributions (assets) at end of year	2023-09-30	$0
Employer contributions (assets) at beginning of year	2023-09-30	$4,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-09-30	$1,008,668
Contract administrator fees	2023-09-30	$23,515
Did the plan have assets held for investment	2023-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-09-30	No
Opinion of an independent qualified public accountant for this plan	2023-09-30	Unqualified
Accountancy firm name	2023-09-30	AAFCPAS, INC.
Accountancy firm EIN	2023-09-30	042571780
2022 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$99,104
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$261,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$236,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$688,891
Value of total assets at end of year	2022-09-30	$2,629,916
Value of total assets at beginning of year	2022-09-30	$2,792,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$24,819
Total interest from all sources	2022-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$16,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$16,205
Administrative expenses professional fees incurred	2022-09-30	$4,413
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$542,929
Participant contributions at end of year	2022-09-30	$22,894
Participant contributions at beginning of year	2022-09-30	$651
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$35,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-09-30	$0
Other income not declared elsewhere	2022-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-162,363
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$2,629,916
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$2,792,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$2,410,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$2,599,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-09-30	$191,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-09-30	$191,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-605,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Contributions received in cash from employer	2022-09-30	$110,878
Employer contributions (assets) at end of year	2022-09-30	$4,894
Employer contributions (assets) at beginning of year	2022-09-30	$914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$236,648
Contract administrator fees	2022-09-30	$20,406
Did the plan have assets held for investment	2022-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	AAFCPAS, INC.
Accountancy firm EIN	2022-09-30	042571780
2021 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$1,011,448
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$130,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$106,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$579,667
Value of total assets at end of year	2021-09-30	$2,792,279
Value of total assets at beginning of year	2021-09-30	$1,911,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$24,153
Total interest from all sources	2021-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$17,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$17,772
Administrative expenses professional fees incurred	2021-09-30	$1,150
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$500,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$452,516
Participant contributions at end of year	2021-09-30	$651
Participant contributions at beginning of year	2021-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-09-30	$60,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-09-30	$0
Other income not declared elsewhere	2021-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$881,101
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$2,792,279
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$1,911,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$2,599,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$1,794,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-09-30	$191,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-09-30	$35,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$414,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$66,954
Employer contributions (assets) at end of year	2021-09-30	$914
Employer contributions (assets) at beginning of year	2021-09-30	$81,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$106,194
Contract administrator fees	2021-09-30	$23,003
Did the plan have assets held for investment	2021-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	AAFCPAS, INC.
Accountancy firm EIN	2021-09-30	042571780
2020 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$144
Total income from all sources (including contributions)	2020-09-30	$629,446
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$61,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$44,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$499,055
Value of total assets at end of year	2020-09-30	$1,911,178
Value of total assets at beginning of year	2020-09-30	$1,343,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$17,117
Total interest from all sources	2020-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$19,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$19,654
Administrative expenses professional fees incurred	2020-09-30	$2,090
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$500,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$293,791
Participant contributions at end of year	2020-09-30	$0
Participant contributions at beginning of year	2020-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$124,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-09-30	$144
Other income not declared elsewhere	2020-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$567,519
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$1,911,178
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$1,343,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$1,794,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$1,232,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-09-30	$35,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-09-30	$35,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$110,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$80,814
Employer contributions (assets) at end of year	2020-09-30	$81,175
Employer contributions (assets) at beginning of year	2020-09-30	$75,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$44,810
Contract administrator fees	2020-09-30	$15,027
Did the plan have assets held for investment	2020-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	AAFCPAS, INC.
Accountancy firm EIN	2020-09-30	042571780
2019 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$479,956
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$190,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$176,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$434,035
Value of total assets at end of year	2019-09-30	$1,343,803
Value of total assets at beginning of year	2019-09-30	$1,054,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$14,642
Total interest from all sources	2019-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Administrative expenses professional fees incurred	2019-09-30	$2,927
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$500,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$259,625
Participant contributions at end of year	2019-09-30	$0
Participant contributions at beginning of year	2019-09-30	$127
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$99,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-09-30	$144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-09-30	$0
Other income not declared elsewhere	2019-09-30	$45,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$288,985
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$1,343,659
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$1,054,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$1,232,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$981,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-09-30	$35,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$74,616
Employer contributions (assets) at end of year	2019-09-30	$75,241
Employer contributions (assets) at beginning of year	2019-09-30	$73,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$176,329
Contract administrator fees	2019-09-30	$11,715
Did the plan have assets held for investment	2019-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	AAFCPAS, INC.
Accountancy firm EIN	2019-09-30	042571780
2018 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$440,909
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$62,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$52,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$394,157
Value of total assets at end of year	2018-09-30	$1,054,674
Value of total assets at beginning of year	2018-09-30	$676,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$10,265
Total interest from all sources	2018-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Administrative expenses professional fees incurred	2018-09-30	$1,646
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$500,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$258,556
Participant contributions at end of year	2018-09-30	$127
Participant contributions at beginning of year	2018-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$62,382
Other income not declared elsewhere	2018-09-30	$46,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$377,913
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$1,054,674
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$676,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$981,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$605,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$73,219
Employer contributions (assets) at end of year	2018-09-30	$73,219
Employer contributions (assets) at beginning of year	2018-09-30	$71,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$52,731
Contract administrator fees	2018-09-30	$8,619
Did the plan have assets held for investment	2018-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	ALEXANDER ARONSON FINNING & CO. P.C
Accountancy firm EIN	2018-09-30	042571780
2017 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total transfer of assets to this plan	2017-09-30	$395,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$216,214
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$6,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$2,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$178,647
Value of total assets at end of year	2017-09-30	$605,195
Value of total assets at beginning of year	2017-09-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$3,520
Total interest from all sources	2017-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$73
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$73
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$169,972
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$8,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$209,985
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$605,195
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$605,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$37,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$71,566
Employer contributions (assets) at end of year	2017-09-30	$71,566
Employer contributions (assets) at beginning of year	2017-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$2,709
Contract administrator fees	2017-09-30	$3,520
Did the plan have assets held for investment	2017-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	ALEXANDER ARONSON FINNING & CO. P.C
Accountancy firm EIN	2017-09-30	042571780

Form 5500 Responses for JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN

2022: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Insurance	Yes
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement – Insurance	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	First time form 5500 has been submitted	Yes
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	286
Insurance policy start date	2022-10-01
Insurance policy end date	2023-09-30
Total amount of commissions paid to insurance broker	USD $959
Total amount of fees paid to insurance company	USD $96
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $959
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	263
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $956
Total amount of fees paid to insurance company	USD $96
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $956
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	229
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $305
Total amount of fees paid to insurance company	USD $37
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $305
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	211
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $178
Total amount of fees paid to insurance company	USD $18
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $178
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	203
Insurance policy start date	2018-10-01
Insurance policy end date	2019-09-30
Total amount of commissions paid to insurance broker	USD $132
Total amount of fees paid to insurance company	USD $15
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $132
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	192
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $3
Total amount of fees paid to insurance company	USD $1
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	JEWISH VOCATIONAL SERVICE, INC.
Employer identification number (EIN):	042104357
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations