401k Plan data: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN plan

JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 401k Plan overview

Plan Name	JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN
Plan identification number	003

JEWISH FEDERATION OF SOUTHERN NEW JERSEY 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEWISH FEDERATION OF SOUTHERN NEW JERSEY has sponsored the creation of one or more 401k plans.

Company Name: JEWISH FEDERATION OF SOUTHERN NEW JERSEY

Employer identification number (EIN): 210634489

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

Additional information about JEWISH FEDERATION OF SOUTHERN NEW JERSEY

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0900030589

More information about JEWISH FEDERATION OF SOUTHERN NEW JERSEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-10-01
003 2021-10-01
003 2020-10-01
003 2019-10-01
003 2019-01-01
003 2019-01-01

Plan Statistics for JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN

401k plan membership statisitcs for JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN

Measure Date Value
2022: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 1,266
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 1,500
Number of retired or separated participants receiving benefits 2022-10-01 5
Number of other retired or separated participants entitled to future benefits 2022-10-01 140
Total of all active and inactive participants 2022-10-01 1,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 1,645
Number of participants with account balances 2022-10-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 15
2021: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 1,071
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 1,395
Number of retired or separated participants receiving benefits 2021-10-01 17
Number of other retired or separated participants entitled to future benefits 2021-10-01 110
Total of all active and inactive participants 2021-10-01 1,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 1,522
Number of participants with account balances 2021-10-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 19
2020: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 903
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 1,128
Number of retired or separated participants receiving benefits 2020-10-01 14
Number of other retired or separated participants entitled to future benefits 2020-10-01 76
Total of all active and inactive participants 2020-10-01 1,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 1,218
Number of participants with account balances 2020-10-01 373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 20
2019: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 969
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 876
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 44
Total of all active and inactive participants 2019-10-01 920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 920
Number of participants with account balances 2019-10-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 8
Total participants, beginning-of-year 2019-01-01 837
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,478
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 1,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 1,499
Number of participants with account balances 2019-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	1,266
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	1,500
Number of retired or separated participants receiving benefits	2022-10-01	5
Number of other retired or separated participants entitled to future benefits	2022-10-01	140
Total of all active and inactive participants	2022-10-01	1,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	1,645
Number of participants with account balances	2022-10-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	15
2021: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	1,071
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	1,395
Number of retired or separated participants receiving benefits	2021-10-01	17
Number of other retired or separated participants entitled to future benefits	2021-10-01	110
Total of all active and inactive participants	2021-10-01	1,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	1,522
Number of participants with account balances	2021-10-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	19
2020: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	903
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	1,128
Number of retired or separated participants receiving benefits	2020-10-01	14
Number of other retired or separated participants entitled to future benefits	2020-10-01	76
Total of all active and inactive participants	2020-10-01	1,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	1,218
Number of participants with account balances	2020-10-01	373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	20
2019: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	969
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	876
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	44
Total of all active and inactive participants	2019-10-01	920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	920
Number of participants with account balances	2019-10-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	8
Total participants, beginning-of-year	2019-01-01	837
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,478
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	1,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	1,499
Number of participants with account balances	2019-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN

Measure	Date	Value
2023 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-09-30	$2,433,746
Total of all expenses incurred	2023-09-30	$1,067,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-09-30	$1,026,264
Expenses. Certain deemed distributions of participant loans	2023-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-09-30	$1,782,805
Value of total assets at end of year	2023-09-30	$6,856,346
Value of total assets at beginning of year	2023-09-30	$5,490,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-09-30	$41,203
Total interest from all sources	2023-09-30	$1,420
Total dividends received (eg from common stock, registered investment company shares)	2023-09-30	$20,259
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	$20,259
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	$1,340,379
Participant contributions at end of year	2023-09-30	$76,067
Participant contributions at beginning of year	2023-09-30	$26,224
Participant contributions at end of year	2023-09-30	$51,980
Participant contributions at beginning of year	2023-09-30	$47,451
Income. Received or receivable in cash from other sources (including rollovers)	2023-09-30	$58,623
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) 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	$1,366,279
Value of net assets at end of year (total assets less liabilities)	2023-09-30	$6,856,346
Value of net assets at beginning of year (total assets less liabilities)	2023-09-30	$5,490,067
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	$6,076,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-09-30	$4,910,829
Interest on participant loans	2023-09-30	$1,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-09-30	$268,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-09-30	$167,299
Expenses. Payments to insurance carriers foe the provision of benefits	2023-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-09-30	$629,262
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	Yes
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	$383,803
Employer contributions (assets) at end of year	2023-09-30	$383,803
Employer contributions (assets) at beginning of year	2023-09-30	$338,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-09-30	$1,026,264
Contract administrator fees	2023-09-30	$41,203
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	Disclaimer
Accountancy firm name	2023-09-30	BOWMAN & COMPANY LLP
Accountancy firm EIN	2023-09-30	210658561
2022 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-09-30	$813,215
Total of all expenses incurred	2022-09-30	$1,268,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$1,222,305
Expenses. Certain deemed distributions of participant loans	2022-09-30	$9,184
Value of total corrective distributions	2022-09-30	$230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$1,642,902
Value of total assets at end of year	2022-09-30	$5,490,067
Value of total assets at beginning of year	2022-09-30	$5,945,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$36,973
Total interest from all sources	2022-09-30	$1,719
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$17,759
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	$17,759
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$500,000
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	$1,290,825
Participant contributions at end of year	2022-09-30	$26,224
Participant contributions at beginning of year	2022-09-30	$34,959
Participant contributions at end of year	2022-09-30	$47,451
Participant contributions at beginning of year	2022-09-30	$18,658
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$13,813
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	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	$-455,477
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$5,490,067
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$5,945,544
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	$4,910,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$5,467,632
Interest on participant loans	2022-09-30	$1,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-09-30	$167,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-09-30	$102,822
Expenses. Payments to insurance carriers foe the provision of benefits	2022-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-849,165
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	$338,264
Employer contributions (assets) at end of year	2022-09-30	$338,264
Employer contributions (assets) at beginning of year	2022-09-30	$321,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$1,222,305
Contract administrator fees	2022-09-30	$36,973
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	Disclaimer
Accountancy firm name	2022-09-30	BOWMAN & COMPANY LLP
Accountancy firm EIN	2022-09-30	210658561
2021 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-09-30	$2,233,575
Total of all expenses incurred	2021-09-30	$559,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$525,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$1,539,842
Value of total assets at end of year	2021-09-30	$5,945,544
Value of total assets at beginning of year	2021-09-30	$4,271,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$33,705
Total interest from all sources	2021-09-30	$787
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$8,825
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	$8,825
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	$1,132,720
Participant contributions at end of year	2021-09-30	$34,959
Participant contributions at beginning of year	2021-09-30	$2,632
Participant contributions at end of year	2021-09-30	$18,658
Participant contributions at beginning of year	2021-09-30	$1,083
Income. Received or receivable in cash from other sources (including rollovers)	2021-09-30	$83,322
Value of other receiveables (less allowance for doubtful accounts) at end of year	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	$1,674,246
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$5,945,544
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$4,271,298
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	$5,467,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$3,855,309
Interest on participant loans	2021-09-30	$787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-09-30	$102,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-09-30	$102,570
Expenses. Payments to insurance carriers foe the provision of benefits	2021-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$684,121
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	No
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	$323,800
Employer contributions (assets) at end of year	2021-09-30	$321,473
Employer contributions (assets) at beginning of year	2021-09-30	$309,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$525,624
Contract administrator fees	2021-09-30	$33,705
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2021-09-30	210658561
2020 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-09-30	$1,668,217
Total of all expenses incurred	2020-09-30	$235,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$220,870
Expenses. Certain deemed distributions of participant loans	2020-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$1,423,625
Value of total assets at end of year	2020-09-30	$4,271,298
Value of total assets at beginning of year	2020-09-30	$2,838,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$15,026
Total interest from all sources	2020-09-30	$5,406
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$3,337
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	$3,337
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	$1,077,199
Participant contributions at end of year	2020-09-30	$2,632
Participant contributions at beginning of year	2020-09-30	$0
Participant contributions at end of year	2020-09-30	$1,083
Participant contributions at beginning of year	2020-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$36,090
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	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	$1,432,321
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$4,271,298
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$2,838,977
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	$3,855,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$2,781,962
Interest on participant loans	2020-09-30	$0
Interest earned on other investments	2020-09-30	$5,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-09-30	$102,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-09-30	$102
Expenses. Payments to insurance carriers foe the provision of benefits	2020-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$235,849
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	$310,336
Employer contributions (assets) at end of year	2020-09-30	$309,704
Employer contributions (assets) at beginning of year	2020-09-30	$56,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$220,870
Contract administrator fees	2020-09-30	$15,026
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2020-09-30	210658561
2019 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-09-30	$825,339
Total of all expenses incurred	2019-09-30	$454,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$454,627
Expenses. Certain deemed distributions of participant loans	2019-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$415,455
Value of total assets at end of year	2019-09-30	$2,838,977
Value of total assets at beginning of year	2019-09-30	$2,468,265
Total interest from all sources	2019-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$165
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$354,645
Participant contributions at end of year	2019-09-30	$0
Participant contributions at end of year	2019-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$3,897
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-09-30	$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	2019-09-30	No
Value of net income/loss	2019-09-30	$370,712
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$2,838,977
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$2,468,265
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	$2,781,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$2,468,265
Interest on participant loans	2019-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-09-30	$102
Expenses. Payments to insurance carriers foe the provision of benefits	2019-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$409,719
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	No
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	$56,913
Employer contributions (assets) at end of year	2019-09-30	$56,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$454,627
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-09-30	Yes
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2019-09-30	210658561

Form 5500 Responses for JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN

2022: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
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 FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
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 FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
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 FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
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
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

JFSN-001

Policy instance

Insurance contract or identification number	JFSN-001
Number of Individuals Covered	446
Insurance policy start date	2022-10-01
Insurance policy end date	2023-09-30
Total amount of commissions paid to insurance broker	USD $189
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $189
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

JFSN-001

Policy instance

Insurance contract or identification number	JFSN-001
Number of Individuals Covered	1071
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $354
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $354
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

JFSN-001

Policy instance

Insurance contract or identification number	JFSN-001
Number of Individuals Covered	903
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $239
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $239
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

JFSN-001

Policy instance

Insurance contract or identification number	JFSN-001
Number of Individuals Covered	969
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $184
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $184
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

JFSN-001

Policy instance

Insurance contract or identification number	JFSN-001
Number of Individuals Covered	837
Insurance policy start date	2019-01-01
Insurance policy end date	2019-09-30
Total amount of commissions paid to insurance broker	USD $3
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3
Additional information about fees paid to insurance broker	FINANCIAL ADVISER
Insurance broker organization code?	3

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Company Name:	JEWISH FEDERATION OF SOUTHERN NEW JERSEY
Employer identification number (EIN):	210634489
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0900030589