Plan Name | 403(B) THRIFT PLAN OF THE AKRON JEWISH COMMUNITY FEDERATION |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | AKRON JEWISH COMMUNITY FEDERATION |
Employer identification number (EIN): | 346570583 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about AKRON JEWISH COMMUNITY FEDERATION
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1948-02-27 |
Company Identification Number: | 206818 |
Legal Registered Office Address: |
750 WHITE POND DR - AKRON United States of America (USA) 443200000 |
More information about AKRON JEWISH COMMUNITY FEDERATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2010-01-01 | JOHN KEVERKAMP | |||
003 | 2009-01-01 | JOHN KEVERKAMP | |||
003 | 2009-01-01 | JOHN KEVERKAMP | |||
003 | 2009-01-01 | JOHN KEVERKAMP | |||
003 | 2009-01-01 | JOHN KEVERKAMP | |||
003 | 2009-01-01 | JOHN KEVERKAMP | |||
003 | 2009-01-01 | JOHN KEVERKAMP |
Measure | Date | Value |
---|---|---|
2010: 403(B) THRIFT PLAN OF THE AKRON JEWISH COMMUNITY FEDERATION 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 228 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 20 |
Total of all active and inactive participants | 2010-01-01 | 248 |
Total participants | 2010-01-01 | 248 |
Number of participants with account balances | 2010-01-01 | 83 |
2009: 403(B) THRIFT PLAN OF THE AKRON JEWISH COMMUNITY FEDERATION 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 213 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 256 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 25 |
Total of all active and inactive participants | 2009-01-01 | 281 |
Total participants | 2009-01-01 | 281 |
Number of participants with account balances | 2009-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : 403(B) THRIFT PLAN OF THE AKRON JEWISH COMMUNITY FEDERATION 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $478,656 |
Total of all expenses incurred | 2010-12-31 | $272,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $272,197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $212,990 |
Value of total assets at end of year | 2010-12-31 | $2,206,475 |
Value of total assets at beginning of year | 2010-12-31 | $2,000,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $360 |
Total interest from all sources | 2010-12-31 | $11,841 |
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 | $100,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $92,714 |
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 | $206,099 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,206,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,000,376 |
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 | $1,786,431 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,571,328 |
Interest earned on other investments | 2010-12-31 | $11,841 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $420,044 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $429,048 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $253,825 |
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 | $120,276 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $272,197 |
Contract administrator fees | 2010-12-31 | $360 |
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 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2010-12-31 | 341818258 |
2010: 403(B) THRIFT PLAN OF THE AKRON JEWISH COMMUNITY FEDERATION 2010 form 5500 responses | ||
---|---|---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: 403(B) THRIFT PLAN OF THE AKRON JEWISH COMMUNITY FEDERATION 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |