JEWISH HOME AT ROCKLEIGH has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2013 : JEWISH HOME FAMILY 401K PLAN 2013 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $727,018 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $727,018 |
Total income from all sources (including contributions) | 2013-12-31 | $2,307,086 |
Total of all expenses incurred | 2013-12-31 | $249,993 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $236,269 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,345,213 |
Value of total assets at end of year | 2013-12-31 | $8,538,917 |
Value of total assets at beginning of year | 2013-12-31 | $6,481,824 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $13,724 |
Total interest from all sources | 2013-12-31 | $14,478 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $220,377 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $220,377 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $-326,736 |
Minimum employer required contribution for this plan year | 2013-12-31 | $105,149 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $431,885 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $901,730 |
Participant contributions at end of year | 2013-12-31 | $434,883 |
Participant contributions at beginning of year | 2013-12-31 | $275,119 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $11,598 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,057,093 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,538,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,481,824 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,777,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,896,802 |
Interest on participant loans | 2013-12-31 | $14,478 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $431,885 |
Employer contributions (assets) at end of year | 2013-12-31 | $326,736 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $309,903 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $236,269 |
Contract administrator fees | 2013-12-31 | $13,724 |
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 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MERCADIEN PC |
Accountancy firm EIN | 2013-12-31 | 223271712 |
2012 : JEWISH HOME FAMILY 401K PLAN 2012 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $329,117 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $329,117 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $8,990 |
Total income from all sources (including contributions) | 2012-12-31 | $1,662,664 |
Total of all expenses incurred | 2012-12-31 | $467,045 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $457,614 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,200,563 |
Value of total assets at end of year | 2012-12-31 | $6,481,824 |
Value of total assets at beginning of year | 2012-12-31 | $5,295,195 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,431 |
Total interest from all sources | 2012-12-31 | $12,776 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $120,208 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $120,208 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $-309,903 |
Minimum employer required contribution for this plan year | 2012-12-31 | $87,878 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $397,781 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $778,045 |
Participant contributions at end of year | 2012-12-31 | $275,119 |
Participant contributions at beginning of year | 2012-12-31 | $264,507 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $24,880 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $24,737 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,195,619 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,481,824 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,286,205 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,896,802 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,719,867 |
Interest on participant loans | 2012-12-31 | $12,776 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $397,781 |
Employer contributions (assets) at end of year | 2012-12-31 | $309,903 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $285,941 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $457,614 |
Contract administrator fees | 2012-12-31 | $9,431 |
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 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $8,990 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MERCADIEN P.C. |
Accountancy firm EIN | 2012-12-31 | 223271712 |
2011 : JEWISH HOME FAMILY 401K PLAN 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-164,680 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-164,680 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $8,990 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,882 |
Total income from all sources (including contributions) | 2011-12-31 | $1,080,593 |
Total of all expenses incurred | 2011-12-31 | $214,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $206,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,141,800 |
Value of total assets at end of year | 2011-12-31 | $5,295,195 |
Value of total assets at beginning of year | 2011-12-31 | $4,428,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,347 |
Total interest from all sources | 2011-12-31 | $10,676 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $92,797 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $-282,041 |
Minimum employer required contribution for this plan year | 2011-12-31 | $68,715 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $350,756 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $677,958 |
Participant contributions at end of year | 2011-12-31 | $264,507 |
Participant contributions at beginning of year | 2011-12-31 | $210,027 |
Participant contributions at end of year | 2011-12-31 | $24,880 |
Participant contributions at beginning of year | 2011-12-31 | $22,943 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $113,086 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $865,665 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,286,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,420,540 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,719,867 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,937,235 |
Interest on participant loans | 2011-12-31 | $10,676 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $350,756 |
Employer contributions (assets) at end of year | 2011-12-31 | $285,941 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $258,217 |
Income. Dividends from common stock | 2011-12-31 | $92,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $206,581 |
Contract administrator fees | 2011-12-31 | $8,347 |
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 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $8,990 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $7,882 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | THE MERCADIEN GROUP |
Accountancy firm EIN | 2011-12-31 | 223271712 |
2010 : JEWISH HOME FAMILY 401K PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $317,028 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $317,028 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,882 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,602 |
Total income from all sources (including contributions) | 2010-12-31 | $1,298,687 |
Total of all expenses incurred | 2010-12-31 | $344,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $337,004 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $904,224 |
Value of total assets at end of year | 2010-12-31 | $4,428,422 |
Value of total assets at beginning of year | 2010-12-31 | $3,474,384 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,925 |
Total interest from all sources | 2010-12-31 | $6,945 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $70,490 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $-254,795 |
Minimum employer required contribution for this plan year | 2010-12-31 | $48,878 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $303,673 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $577,464 |
Participant contributions at end of year | 2010-12-31 | $210,027 |
Participant contributions at beginning of year | 2010-12-31 | $113,096 |
Participant contributions at end of year | 2010-12-31 | $22,943 |
Participant contributions at beginning of year | 2010-12-31 | $20,802 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $23,087 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $953,758 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,420,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,466,782 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,937,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,098,437 |
Interest on participant loans | 2010-12-31 | $6,945 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $303,673 |
Employer contributions (assets) at end of year | 2010-12-31 | $258,217 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $242,049 |
Income. Dividends from common stock | 2010-12-31 | $70,490 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $337,004 |
Contract administrator fees | 2010-12-31 | $7,925 |
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 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $7,882 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $7,602 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | THE MERCADIEN GROUP |
Accountancy firm EIN | 2010-12-31 | 223271712 |
2009 : JEWISH HOME FAMILY 401K PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $-239,161 |
Minimum employer required contribution for this plan year | 2009-12-31 | $25,641 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $264,802 |