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JEWISH COMMUNITY FEDERATION 403(B) PLAN 401k Plan overview

Plan NameJEWISH COMMUNITY FEDERATION 403(B) PLAN
Plan identification number 002

JEWISH COMMUNITY FEDERATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 COMMUNITY FEDERATION has sponsored the creation of one or more 401k plans.

Company Name:JEWISH COMMUNITY FEDERATION
Employer identification number (EIN):941156533
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH COMMUNITY FEDERATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01HOLDEN LEE2020-10-13
0022018-01-01HOLDEN LEE2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01HOLDEN LEE HOLDEN LEE2015-10-15
0022013-01-01HOLDEN LEE HOLDEN LEE2014-10-08
0022012-01-01HOLDEN LEE HOLDEN LEE2013-10-15
0022011-01-01MARK KOENIG MARK KOENIG2012-10-11
0022010-01-01MARK KOENIG MARK KOENIG2011-10-17
0022009-01-01STEVE LEIBMAN STEVE LEIBMAN2010-11-22
0022009-01-01STEVE LEIBMAN STEVE LEIBMAN2010-10-14
0022009-01-01STEVE LEIBMAN STEVE LEIBMAN2010-10-13

Plan Statistics for JEWISH COMMUNITY FEDERATION 403(B) PLAN

401k plan membership statisitcs for JEWISH COMMUNITY FEDERATION 403(B) PLAN

Measure Date Value
2023: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01166
Total number of active participants reported on line 7a of the Form 55002023-01-0190
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0168
Total of all active and inactive participants2023-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01158
Number of participants with account balances2023-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01175
Total number of active participants reported on line 7a of the Form 55002022-01-0191
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01165
Number of participants with account balances2022-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01175
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01177
Number of participants with account balances2021-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01168
Total number of active participants reported on line 7a of the Form 55002020-01-0190
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01175
Number of participants with account balances2020-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-0188
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01168
Number of participants with account balances2019-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01154
Total number of active participants reported on line 7a of the Form 55002018-01-0191
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01158
Number of participants with account balances2018-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01169
Total number of active participants reported on line 7a of the Form 55002017-01-0192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01153
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01152
Total number of active participants reported on line 7a of the Form 55002016-01-0186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0182
Total of all active and inactive participants2016-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01169
Number of participants with account balances2016-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01469
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01152
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01386
Total number of active participants reported on line 7a of the Form 55002014-01-01238
Number of other retired or separated participants entitled to future benefits2014-01-01230
Total of all active and inactive participants2014-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01469
Number of participants with account balances2014-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01337
Total number of active participants reported on line 7a of the Form 55002013-01-01272
Number of other retired or separated participants entitled to future benefits2013-01-01114
Total of all active and inactive participants2013-01-01386
Total participants2013-01-01386
Number of participants with account balances2013-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01284
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of retired or separated participants receiving benefits2012-01-01126
Total of all active and inactive participants2012-01-01337
Total participants2012-01-01337
Number of participants with account balances2012-01-01317
2011: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01259
Total number of active participants reported on line 7a of the Form 55002011-01-01232
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01284
Number of participants with account balances2011-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01254
Total number of active participants reported on line 7a of the Form 55002010-01-01197
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0155
Total of all active and inactive participants2010-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01252
Number of participants with account balances2010-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01219
Total number of active participants reported on line 7a of the Form 55002009-01-01199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01234
Number of participants with account balances2009-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on JEWISH COMMUNITY FEDERATION 403(B) PLAN

Measure Date Value
2023 : JEWISH COMMUNITY FEDERATION 403(B) 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$3,097,935
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,032,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$972,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,127,354
Value of total assets at end of year2023-12-31$13,228,690
Value of total assets at beginning of year2023-12-31$11,163,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$60,374
Total interest from all sources2023-12-31$328,421
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$781,547
Participant contributions at end of year2023-12-31$28,213
Participant contributions at beginning of year2023-12-31$34,774
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$20
Total non interest bearing cash at end of year2023-12-31$131,437
Total non interest bearing cash at beginning of year2023-12-31$106,856
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$2,065,125
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,228,690
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,163,565
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$11,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$12,871,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,872,524
Interest on participant loans2023-12-31$1,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$197,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$149,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$149,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$326,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,642,140
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$345,807
Employer contributions (assets) at end of year2023-12-31$0
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$972,436
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 name2023-12-31ARMANINO LLP
Accountancy firm EIN2023-12-31946214841
2022 : JEWISH COMMUNITY FEDERATION 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-979,252
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,953,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,888,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,239,484
Value of total assets at end of year2022-12-31$11,163,565
Value of total assets at beginning of year2022-12-31$14,096,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,200
Total interest from all sources2022-12-31$317,440
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$823,197
Participant contributions at end of year2022-12-31$34,774
Participant contributions at beginning of year2022-12-31$50,352
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$124,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$106,856
Total non interest bearing cash at beginning of year2022-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,932,681
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,163,565
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,096,246
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$12,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,872,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,870,718
Interest on participant loans2022-12-31$2,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$149,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$175,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$175,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$315,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,536,176
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$291,529
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,888,229
Contract administrator fees2022-12-31$53,109
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 name2022-12-31ARMANINO LLP
Accountancy firm EIN2022-12-31946214841
2021 : JEWISH COMMUNITY FEDERATION 403(B) 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$3,298,509
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,263,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,197,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,528,780
Value of total assets at end of year2021-12-31$14,096,246
Value of total assets at beginning of year2021-12-31$12,061,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,707
Total interest from all sources2021-12-31$1,422,953
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$803,801
Participant contributions at end of year2021-12-31$50,352
Participant contributions at beginning of year2021-12-31$58,124
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$407,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$56
Total non interest bearing cash at end of year2021-12-31$60
Total non interest bearing cash at beginning of year2021-12-31$106,935
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$2,034,814
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,096,246
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,061,432
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$12,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,870,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,649,909
Interest on participant loans2021-12-31$3,804
Interest earned on other investments2021-12-31$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$175,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$246,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$246,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,419,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$346,776
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$317,153
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,197,988
Contract administrator fees2021-12-31$53,070
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 name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : JEWISH COMMUNITY FEDERATION 403(B) 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$2,658,805
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$647,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$599,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,072,088
Value of total assets at end of year2020-12-31$12,061,432
Value of total assets at beginning of year2020-12-31$10,050,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,815
Total interest from all sources2020-12-31$4,918
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$313,531
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$313,531
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$743,108
Participant contributions at end of year2020-12-31$58,124
Participant contributions at beginning of year2020-12-31$86,030
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$50,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$106,935
Total non interest bearing cash at beginning of year2020-12-31$55
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$2,011,292
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,061,432
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,050,140
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$7,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,649,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,702,237
Interest on participant loans2020-12-31$4,888
Interest earned on other investments2020-12-31$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$246,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$189,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$189,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,268,268
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$278,383
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$72,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$599,698
Contract administrator fees2020-12-31$40,448
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ARMANINO LLP
Accountancy firm EIN2020-12-31946214841
2019 : JEWISH COMMUNITY FEDERATION 403(B) 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$9,125
Total income from all sources (including contributions)2019-12-31$3,165,771
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,483,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,419,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,088,344
Value of total assets at end of year2019-12-31$10,050,140
Value of total assets at beginning of year2019-12-31$9,376,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,074
Total interest from all sources2019-12-31$5,858
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$257,294
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$257,294
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$738,700
Participant contributions at end of year2019-12-31$86,030
Participant contributions at beginning of year2019-12-31$122,233
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,125
Total non interest bearing cash at end of year2019-12-31$55
Total non interest bearing cash at beginning of year2019-12-31$9,205
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$682,458
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,050,140
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,367,682
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$15,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,702,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,093,196
Interest on participant loans2019-12-31$5,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$189,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$152,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$152,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,814,275
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$318,356
Employer contributions (assets) at end of year2019-12-31$72,054
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$2,419,239
Contract administrator fees2019-12-31$48,900
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 name2019-12-31ARMANINO LLP
Accountancy firm EIN2019-12-31946214841
2018 : JEWISH COMMUNITY FEDERATION 403(B) 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$9,125
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$403,210
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$609,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$539,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$988,631
Value of total assets at end of year2018-12-31$9,376,807
Value of total assets at beginning of year2018-12-31$9,574,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,519
Total interest from all sources2018-12-31$5,743
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$311,370
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$311,370
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$726,199
Participant contributions at end of year2018-12-31$122,233
Participant contributions at beginning of year2018-12-31$97,736
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$11
Total non interest bearing cash at end of year2018-12-31$9,205
Total non interest bearing cash at beginning of year2018-12-31$50
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-206,382
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,367,682
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,574,064
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$9,093,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,361,290
Interest on participant loans2018-12-31$5,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$152,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$114,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$114,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-902,545
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$249,312
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$539,073
Contract administrator fees2018-12-31$70,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31ARMANINO LLP
Accountancy firm EIN2018-12-31946214841
2017 : JEWISH COMMUNITY FEDERATION 403(B) 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$8,366
Total income from all sources (including contributions)2017-12-31$2,365,624
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$899,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$855,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$962,709
Value of total assets at end of year2017-12-31$9,574,064
Value of total assets at beginning of year2017-12-31$8,116,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,901
Total interest from all sources2017-12-31$5,985
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$233,049
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$233,049
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$682,818
Participant contributions at end of year2017-12-31$97,736
Participant contributions at beginning of year2017-12-31$129,129
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,366
Total non interest bearing cash at end of year2017-12-31$50
Total non interest bearing cash at beginning of year2017-12-31$8,366
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$1,465,903
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,574,064
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,108,161
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$9,361,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,913,187
Interest on participant loans2017-12-31$5,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$114,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,163,881
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$269,408
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$57,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$855,820
Contract administrator fees2017-12-31$43,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31ARMANINO LLP
Accountancy firm EIN2017-12-31946214841
2016 : JEWISH COMMUNITY FEDERATION 403(B) 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$8,366
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$1,639,752
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$553,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$508,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,003,490
Value of total assets at end of year2016-12-31$8,116,527
Value of total assets at beginning of year2016-12-31$7,022,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,548
Total interest from all sources2016-12-31$6,841
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$191,995
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$191,995
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$661,454
Participant contributions at end of year2016-12-31$129,129
Participant contributions at beginning of year2016-12-31$127,723
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$176
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$74,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$8,366
Total non interest bearing cash at beginning of year2016-12-31$140
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$1,086,150
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,108,161
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,022,011
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$7,913,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,804,642
Interest on participant loans2016-12-31$6,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$15,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$15,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$437,426
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$267,225
Employer contributions (assets) at end of year2016-12-31$57,327
Employer contributions (assets) at beginning of year2016-12-31$73,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$508,054
Contract administrator fees2016-12-31$45,548
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31ARMANINO LLP
Accountancy firm EIN2016-12-31946214841
2015 : JEWISH COMMUNITY FEDERATION 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$3,385,446
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$1,182,485
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$919,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$869,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,248,338
Value of total assets at end of year2015-12-31$7,022,011
Value of total assets at beginning of year2015-12-31$10,144,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49,948
Total interest from all sources2015-12-31$5,052
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$243,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$243,037
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$792,651
Participant contributions at end of year2015-12-31$127,723
Participant contributions at beginning of year2015-12-31$147,125
Participant contributions at end of year2015-12-31$176
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$170,101
Total non interest bearing cash at end of year2015-12-31$140
Total non interest bearing cash at beginning of year2015-12-31$0
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$262,703
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,022,011
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,144,754
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$6,804,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,854,882
Interest on participant loans2015-12-31$5,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$15,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-313,942
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$285,586
Employer contributions (assets) at end of year2015-12-31$73,645
Employer contributions (assets) at beginning of year2015-12-31$142,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$869,834
Contract administrator fees2015-12-31$49,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31ARMANINO LLP
Accountancy firm EIN2015-12-31946214841
2014 : JEWISH COMMUNITY FEDERATION 403(B) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,239
Total income from all sources (including contributions)2014-12-31$2,251,668
Total of all expenses incurred2014-12-31$1,123,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,066,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,616,351
Value of total assets at end of year2014-12-31$10,144,754
Value of total assets at beginning of year2014-12-31$9,017,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,364
Total interest from all sources2014-12-31$3,798
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$191,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$191,914
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,085,827
Participant contributions at end of year2014-12-31$147,125
Participant contributions at beginning of year2014-12-31$77,724
Participant contributions at beginning of year2014-12-31$80
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,024
Liabilities. Value of operating payables at beginning of year2014-12-31$1,239
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$1,128,329
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,144,754
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,016,425
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$9,854,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,661,299
Interest on participant loans2014-12-31$3,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$439,605
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$520,500
Employer contributions (assets) at end of year2014-12-31$142,747
Employer contributions (assets) at beginning of year2014-12-31$278,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,066,975
Contract administrator fees2014-12-31$56,364
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 name2014-12-31ARMANINO LLP
Accountancy firm EIN2014-12-31946214841
2013 : JEWISH COMMUNITY FEDERATION 403(B) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,575
Total income from all sources (including contributions)2013-12-31$2,902,711
Total of all expenses incurred2013-12-31$650,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$619,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,546,567
Value of total assets at end of year2013-12-31$9,017,664
Value of total assets at beginning of year2013-12-31$6,781,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,320
Total interest from all sources2013-12-31$4,655
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$146,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$146,925
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$897,050
Participant contributions at end of year2013-12-31$77,724
Participant contributions at beginning of year2013-12-31$104,188
Participant contributions at end of year2013-12-31$80
Participant contributions at beginning of year2013-12-31$59,476
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$152,821
Administrative expenses (other) incurred2013-12-31$331
Liabilities. Value of operating payables at end of year2013-12-31$1,239
Liabilities. Value of operating payables at beginning of year2013-12-31$5,685
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$2,251,992
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,016,425
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,764,433
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$8,661,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,343,049
Interest on participant loans2013-12-31$4,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,204,564
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$496,696
Employer contributions (assets) at end of year2013-12-31$278,561
Employer contributions (assets) at beginning of year2013-12-31$274,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$619,399
Contract administrator fees2013-12-31$30,989
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$10,890
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 name2013-12-31ARMANINO LLP
Accountancy firm EIN2013-12-31946214841
2012 : JEWISH COMMUNITY FEDERATION 403(B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,575
Total income from all sources (including contributions)2012-12-31$2,059,531
Total of all expenses incurred2012-12-31$550,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$526,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,330,979
Value of total assets at end of year2012-12-31$6,781,008
Value of total assets at beginning of year2012-12-31$5,255,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,527
Total interest from all sources2012-12-31$3,274
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$130,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$130,167
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$823,507
Participant contributions at end of year2012-12-31$104,188
Participant contributions at beginning of year2012-12-31$58,655
Participant contributions at end of year2012-12-31$59,476
Participant contributions at beginning of year2012-12-31$25,167
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$48,695
Administrative expenses (other) incurred2012-12-31$8,923
Liabilities. Value of operating payables at end of year2012-12-31$5,685
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$1,508,574
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,764,433
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,255,859
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$6,343,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,913,056
Interest on participant loans2012-12-31$3,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$595,111
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$458,777
Employer contributions (assets) at end of year2012-12-31$274,295
Employer contributions (assets) at beginning of year2012-12-31$258,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$526,430
Contract administrator fees2012-12-31$15,604
Liabilities. Value of benefit claims payable at end of year2012-12-31$10,890
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 name2012-12-31ARMANINO LLP
Accountancy firm EIN2012-12-31646214841
2011 : JEWISH COMMUNITY FEDERATION 403(B) PLAN 2011 401k financial data
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$1,051,283
Total of all expenses incurred2011-12-31$417,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$393,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,185,795
Value of total assets at end of year2011-12-31$5,255,859
Value of total assets at beginning of year2011-12-31$4,622,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,268
Total interest from all sources2011-12-31$2,652
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$105,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$105,393
Administrative expenses professional fees incurred2011-12-31$8,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$715,141
Participant contributions at end of year2011-12-31$58,655
Participant contributions at beginning of year2011-12-31$45,833
Participant contributions at end of year2011-12-31$25,167
Participant contributions at beginning of year2011-12-31$24,584
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,358
Other income not declared elsewhere2011-12-31$0
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$633,343
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,255,859
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,622,516
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$4,913,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,466,932
Interest on participant loans2011-12-31$2,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-242,557
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$403,296
Employer contributions (assets) at end of year2011-12-31$258,981
Employer contributions (assets) at beginning of year2011-12-31$85,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$393,672
Contract administrator fees2011-12-31$16,268
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 name2011-12-31MAH & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31943342694
2010 : JEWISH COMMUNITY FEDERATION 403(B) 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$0
Total income from all sources (including contributions)2010-12-31$1,485,584
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$750,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$714,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$947,864
Value of total assets at end of year2010-12-31$4,622,516
Value of total assets at beginning of year2010-12-31$3,887,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36,212
Total interest from all sources2010-12-31$1,850
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$89,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$89,689
Administrative expenses professional fees incurred2010-12-31$12,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$759,090
Participant contributions at end of year2010-12-31$45,833
Participant contributions at beginning of year2010-12-31$64,949
Participant contributions at end of year2010-12-31$24,584
Participant contributions at beginning of year2010-12-31$28,829
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$104,119
Administrative expenses (other) incurred2010-12-31$359
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$735,014
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,622,516
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,887,502
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$4,466,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,751,893
Interest on participant loans2010-12-31$1,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$446,181
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$84,655
Employer contributions (assets) at end of year2010-12-31$85,167
Employer contributions (assets) at beginning of year2010-12-31$41,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$714,358
Contract administrator fees2010-12-31$23,853
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 name2010-12-31MAH & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31943342694

Form 5500 Responses for JEWISH COMMUNITY FEDERATION 403(B) PLAN

2023: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle 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 COMMUNITY FEDERATION 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 COMMUNITY FEDERATION 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 COMMUNITY FEDERATION 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 COMMUNITY FEDERATION 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 COMMUNITY FEDERATION 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 COMMUNITY FEDERATION 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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 COMMUNITY FEDERATION 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEWISH COMMUNITY FEDERATION 403(B) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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