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| Plan Name | JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX, INC. 403(B)7 ERISA, VANGUARD PLAN #10194549 |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX, INC. |
| Employer identification number (EIN): | 470874376 |
| NAIC Classification: | 813000 |
| NAIC Description: | Â Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | JULIE PERRY | 2022-09-23 | ||
| 002 | 2021-01-01 | JULIE PERRY | 2022-06-20 | JULIE PERRY | 2022-06-20 |
| 002 | 2020-01-01 | DONNA CORCORAN | 2021-07-13 | ||
| 002 | 2019-01-01 | DONNA CORCORAN | 2020-05-26 | ||
| 002 | 2018-01-01 | DONNA CORCORAN | 2019-02-13 | ||
| 002 | 2017-01-01 | DONNA CORCORAN | |||
| 002 | 2016-01-01 | DONNA CORCORAN | 2017-06-15 | ||
| 002 | 2015-01-01 | DONNA CORCORAN | 2016-06-08 | ||
| 002 | 2014-01-01 | DONNA CORCORAN | 2015-05-01 | ||
| 002 | 2013-01-01 | DONNA CORCORAN | 2014-03-31 |
| Measure | Date | Value |
|---|---|---|
| 2017: JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX, INC. 403(B)7 ERISA, VANGUARD PLAN #10194549 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2017 : JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX, INC. 403(B)7 ERISA, VANGUARD PLAN #10194549 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $92,022 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $150 |
| Total plan assets at end of year | 2017-12-31 | $250,820 |
| Total plan assets at beginning of year | 2017-12-31 | $158,948 |
| Total contributions received or receivable from participants | 2017-12-31 | $61,325 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $150 |
| Other income received | 2017-12-31 | $6,470 |
| Noncash contributions received | 2017-12-31 | $24,227 |
| Net income (gross income less expenses) | 2017-12-31 | $91,872 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $250,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $158,948 |
| 2017: JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX, INC. 403(B)7 ERISA, VANGUARD PLAN #10194549 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
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