Logo

JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 401k Plan overview

Plan NameJEWISH FEDERATION OF SPBC, INC. 401(K) PLAN
Plan identification number 001

JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC.
Employer identification number (EIN):591945109
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1979-11-01
Company Identification Number: 749610
Legal Registered Office Address: 2255 GLADES ROAD

BOCA RATON

33431

More information about JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AIMEE KAYE
0012016-01-01AIMEE KAYE
0012015-01-01AIMEE KAYE
0012014-01-01AIMEE KAYE MEL LOWELL2015-08-24
0012013-01-01AIMEE KAYE
0012012-01-01AIMEE KAYE MEL LOWELL2013-09-24
0012011-01-01AIMEE KAYE
0012010-01-01AIMEE KAYE
0012009-01-01AIMEE KAYE MEL LOWELL2010-10-12

Plan Statistics for JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN

401k plan membership statisitcs for JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN

Measure Date Value
2023: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01978
Total number of active participants reported on line 7a of the Form 55002023-01-01903
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01115
Total of all active and inactive participants2023-01-011,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,025
Number of participants with account balances2023-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01869
Total number of active participants reported on line 7a of the Form 55002022-01-01806
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01137
Total of all active and inactive participants2022-01-01953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01953
Number of participants with account balances2022-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01958
Total number of active participants reported on line 7a of the Form 55002021-01-01791
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01148
Total of all active and inactive participants2021-01-01947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01947
Number of participants with account balances2021-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,170
Total number of active participants reported on line 7a of the Form 55002020-01-01802
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01156
Total of all active and inactive participants2020-01-01958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01958
Number of participants with account balances2020-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,054
Total number of active participants reported on line 7a of the Form 55002019-01-011,045
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01125
Total of all active and inactive participants2019-01-011,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,170
Number of participants with account balances2019-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,154
Total number of active participants reported on line 7a of the Form 55002018-01-01893
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01133
Total of all active and inactive participants2018-01-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,026
Number of participants with account balances2018-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01840
Total number of active participants reported on line 7a of the Form 55002017-01-011,003
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01151
Total of all active and inactive participants2017-01-011,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,154
Number of participants with account balances2017-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01343
Total number of active participants reported on line 7a of the Form 55002016-01-01709
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01131
Total of all active and inactive participants2016-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01840
Number of participants with account balances2016-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01243
Total number of active participants reported on line 7a of the Form 55002015-01-01138
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01123
Total of all active and inactive participants2015-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01261
Number of participants with account balances2015-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01225
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01241
Number of participants with account balances2014-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01198
Total number of active participants reported on line 7a of the Form 55002013-01-01123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0199
Total of all active and inactive participants2013-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01222
Number of participants with account balances2013-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01207
Total number of active participants reported on line 7a of the Form 55002012-01-01122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01198
Number of participants with account balances2012-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01221
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01206
Number of participants with account balances2011-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01221
Total number of active participants reported on line 7a of the Form 55002010-01-01125
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0196
Total of all active and inactive participants2010-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01221
Number of participants with account balances2010-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01235
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0199
Total of all active and inactive participants2009-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01208
Number of participants with account balances2009-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN

Measure Date Value
2023 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,971,719
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,328,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,248,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,467,155
Value of total assets at end of year2023-12-31$22,374,563
Value of total assets at beginning of year2023-12-31$18,731,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$80,200
Total interest from all sources2023-12-31$100,419
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$711,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$711,261
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,532,696
Participant contributions at end of year2023-12-31$217,443
Participant contributions at beginning of year2023-12-31$148,359
Participant contributions at end of year2023-12-31$546
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$467,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,127
Other income not declared elsewhere2023-12-31$63,770
Administrative expenses (other) incurred2023-12-31$1,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,643,412
Value of net assets at end of year (total assets less liabilities)2023-12-31$22,374,563
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$18,731,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$20,306,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,635,961
Interest on participant loans2023-12-31$9,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,848,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,945,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,945,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$91,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,629,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$467,366
Employer contributions (assets) at end of year2023-12-31$82
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,248,107
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS, P.C.
Accountancy firm EIN2023-12-31431947695
2022 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,328,006
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,479,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,382,700
Value of total corrective distributions2022-12-31$17,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,780,202
Value of total assets at end of year2022-12-31$18,731,151
Value of total assets at beginning of year2022-12-31$22,538,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,811
Total interest from all sources2022-12-31$32,765
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$880,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$880,914
Administrative expenses professional fees incurred2022-12-31$61,311
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,335,153
Participant contributions at end of year2022-12-31$148,359
Participant contributions at beginning of year2022-12-31$194,466
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$9,134
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$97,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$417
Other income not declared elsewhere2022-12-31$65,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,807,232
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,731,151
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,538,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,635,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,438,129
Interest on participant loans2022-12-31$8,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,945,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,892,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,892,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,087,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$347,703
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$3,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,382,700
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,436,063
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,941,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,825,346
Value of total corrective distributions2021-12-31$34,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,502,282
Value of total assets at end of year2021-12-31$22,538,383
Value of total assets at beginning of year2021-12-31$20,043,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$81,251
Total interest from all sources2021-12-31$9,937
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,516,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,516,214
Administrative expenses professional fees incurred2021-12-31$63,751
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,170,918
Participant contributions at end of year2021-12-31$194,466
Participant contributions at beginning of year2021-12-31$215,353
Participant contributions at end of year2021-12-31$9,134
Participant contributions at beginning of year2021-12-31$9,212
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$86,552
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$399
Other income not declared elsewhere2021-12-31$75,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,494,637
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,538,383
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,043,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,438,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,822,467
Interest on participant loans2021-12-31$9,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,892,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,996,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,996,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,331,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$244,812
Employer contributions (assets) at end of year2021-12-31$3,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,825,346
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,259,799
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,955,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,871,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,338,608
Value of total assets at end of year2020-12-31$20,043,746
Value of total assets at beginning of year2020-12-31$17,739,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,413
Total interest from all sources2020-12-31$19,730
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$966,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$966,735
Administrative expenses professional fees incurred2020-12-31$65,913
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,238,005
Participant contributions at end of year2020-12-31$215,353
Participant contributions at beginning of year2020-12-31$315,220
Participant contributions at end of year2020-12-31$9,212
Participant contributions at beginning of year2020-12-31$12,375
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$449
Other income not declared elsewhere2020-12-31$68,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,304,549
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,043,746
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,739,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,822,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,377,788
Interest on participant loans2020-12-31$14,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,996,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,033,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,033,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,866,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$90,192
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,871,837
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,938,096
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,498,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,381,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,811,140
Value of total assets at end of year2019-12-31$17,739,197
Value of total assets at beginning of year2019-12-31$14,299,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,092
Total interest from all sources2019-12-31$53,096
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$640,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$640,883
Administrative expenses professional fees incurred2019-12-31$60,217
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,299,002
Participant contributions at end of year2019-12-31$315,220
Participant contributions at beginning of year2019-12-31$262,818
Participant contributions at end of year2019-12-31$12,375
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$304,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$316
Other income not declared elsewhere2019-12-31$66,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,439,235
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,739,197
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,299,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$56,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,377,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,890,379
Interest on participant loans2019-12-31$14,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,033,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,146,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,146,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,366,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$207,416
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,381,769
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,325,514
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,071,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,007,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,909,938
Value of total assets at end of year2018-12-31$14,299,962
Value of total assets at beginning of year2018-12-31$15,045,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,982
Total interest from all sources2018-12-31$49,678
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$782,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$782,417
Administrative expenses professional fees incurred2018-12-31$63,982
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,087,195
Participant contributions at end of year2018-12-31$262,818
Participant contributions at beginning of year2018-12-31$198,382
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$162,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$260
Other income not declared elsewhere2018-12-31$60,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-745,512
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,299,962
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,045,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,890,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,101,650
Interest on participant loans2018-12-31$12,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,146,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,744,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,744,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$37,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,477,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$660,513
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,007,044
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,443,825
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$402,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$359,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,509,585
Value of total assets at end of year2017-12-31$15,045,474
Value of total assets at beginning of year2017-12-31$12,003,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,305
Total interest from all sources2017-12-31$20,140
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$462,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$462,014
Administrative expenses professional fees incurred2017-12-31$43,305
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$897,845
Participant contributions at end of year2017-12-31$198,382
Participant contributions at beginning of year2017-12-31$43,526
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$88,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$246
Other income not declared elsewhere2017-12-31$48,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,041,495
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,045,474
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,003,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,101,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,187,054
Interest on participant loans2017-12-31$6,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,744,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,773,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,773,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$13,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,403,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$523,553
Employer contributions (assets) at end of year2017-12-31$1,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$359,025
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,861,199
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,923,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,893,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,244,350
Value of total assets at end of year2016-12-31$12,003,979
Value of total assets at beginning of year2016-12-31$12,066,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,812
Total interest from all sources2016-12-31$77,190
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$273,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$273,655
Administrative expenses professional fees incurred2016-12-31$17,863
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$672,286
Participant contributions at end of year2016-12-31$43,526
Participant contributions at beginning of year2016-12-31$65,926
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$158,306
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,839,090
Other income not declared elsewhere2016-12-31$18,887
Administrative expenses (other) incurred2016-12-31$11,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-62,400
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,003,979
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,066,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,187,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,094,259
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$2,893
Interest earned on other investments2016-12-31$73,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,773,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,067,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$150,689
Net investment gain/loss from pooled separate accounts2016-12-31$96,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$413,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,893,787
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$4,839,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$759,182
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$588,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$567,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$714,833
Value of total assets at end of year2015-12-31$12,066,379
Value of total assets at beginning of year2015-12-31$7,056,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,071
Total interest from all sources2015-12-31$60,926
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,236
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$390,595
Participant contributions at end of year2015-12-31$65,926
Participant contributions at beginning of year2015-12-31$82,036
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$103,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,839,090
Administrative expenses (other) incurred2015-12-31$19,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$170,483
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,066,379
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,056,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,094,259
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,975,290
Interest on participant loans2015-12-31$3,203
Interest earned on other investments2015-12-31$57,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,067,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,999,480
Net investment gain/loss from pooled separate accounts2015-12-31$-16,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$221,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$567,628
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,022,346
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$912,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$878,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$650,793
Value of total assets at end of year2014-12-31$7,056,806
Value of total assets at beginning of year2014-12-31$6,946,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,677
Total interest from all sources2014-12-31$64,490
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$14,700
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$357,389
Participant contributions at end of year2014-12-31$82,036
Participant contributions at beginning of year2014-12-31$92,052
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,641
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,631
Administrative expenses (other) incurred2014-12-31$18,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$110,146
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,056,806
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,946,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,975,290
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,792,960
Interest on participant loans2014-12-31$3,703
Interest earned on other investments2014-12-31$60,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,999,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,059,007
Net investment gain/loss from pooled separate accounts2014-12-31$307,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$195,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$878,523
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,546,502
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$586,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$567,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$499,785
Value of total assets at end of year2013-12-31$6,946,660
Value of total assets at beginning of year2013-12-31$5,986,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,534
Total interest from all sources2013-12-31$69,560
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$293,153
Participant contributions at end of year2013-12-31$92,052
Participant contributions at beginning of year2013-12-31$56,305
Participant contributions at end of year2013-12-31$2,641
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,754
Administrative expenses (other) incurred2013-12-31$18,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$960,015
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,946,660
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,986,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,792,960
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,598,061
Interest on participant loans2013-12-31$3,402
Interest earned on other investments2013-12-31$66,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,059,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,332,279
Net investment gain/loss from pooled separate accounts2013-12-31$977,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$186,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$567,953
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$0
Total income from all sources (including contributions)2012-12-31$1,466,456
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$421,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$406,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$987,828
Value of total assets at end of year2012-12-31$5,986,645
Value of total assets at beginning of year2012-12-31$4,941,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,925
Total interest from all sources2012-12-31$70,711
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$275,129
Participant contributions at end of year2012-12-31$56,305
Participant contributions at beginning of year2012-12-31$42,412
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$535,884
Administrative expenses (other) incurred2012-12-31$14,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,045,148
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,986,645
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,941,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,598,061
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,661,028
Interest on participant loans2012-12-31$3,484
Interest earned on other investments2012-12-31$67,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,332,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,238,057
Net investment gain/loss from pooled separate accounts2012-12-31$407,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$176,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$406,383
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$705,177
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$530,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$516,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$677,735
Value of total assets at end of year2011-12-31$4,941,497
Value of total assets at beginning of year2011-12-31$4,767,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,036
Total interest from all sources2011-12-31$67,909
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$266,267
Participant contributions at end of year2011-12-31$42,412
Participant contributions at beginning of year2011-12-31$42,875
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$251,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$14,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$174,253
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,941,497
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,767,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,661,028
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,534,107
Interest on participant loans2011-12-31$1,611
Interest earned on other investments2011-12-31$66,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,238,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,190,262
Net investment gain/loss from pooled separate accounts2011-12-31$-40,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$159,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$516,888
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$94
Total income from all sources (including contributions)2010-12-31$771,400
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,154,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,140,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$401,831
Value of total assets at end of year2010-12-31$4,767,244
Value of total assets at beginning of year2010-12-31$5,150,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,023
Total interest from all sources2010-12-31$70,680
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$244,952
Participant contributions at end of year2010-12-31$42,875
Participant contributions at beginning of year2010-12-31$36,188
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$94
Administrative expenses (other) incurred2010-12-31$14,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-383,482
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,767,244
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,150,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,534,107
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,384,736
Interest on participant loans2010-12-31$1,675
Interest earned on other investments2010-12-31$69,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,190,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,729,896
Net investment gain/loss from pooled separate accounts2010-12-31$298,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$148,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,140,859
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN

2023: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1