401k Plan data: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN plan

THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN
Plan identification number	002

THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
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

THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH has sponsored the creation of one or more 401k plans.

Company Name: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH

Employer identification number (EIN): 943307253

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 DIANE TOBIN
002 2016-01-01 DIANE TOBIN
002 2015-01-01 DANIELLE MESHORER
002 2014-01-01 DIANE K. TOBIN
002 2013-01-01 DIANE K. TOBIN 2014-06-24 DIANE K. TOBIN 2014-06-24
002 2012-01-01 DIANE K. TOBIN 2013-02-13 DIANE K. TOBIN 2013-02-13
002 2011-01-01 DIANE K. TOBIN 2012-06-06 DIANE K. TOBIN 2012-06-06
002 2010-01-01 DIANE TOBIN 2011-03-31 DIANE TOBIN 2011-03-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	DIANE TOBIN
002	2016-01-01	DIANE TOBIN
002	2015-01-01	DANIELLE MESHORER
002	2014-01-01	DIANE K. TOBIN
002	2013-01-01	DIANE K. TOBIN	2014-06-24	DIANE K. TOBIN	2014-06-24
002	2012-01-01	DIANE K. TOBIN	2013-02-13	DIANE K. TOBIN	2013-02-13
002	2011-01-01	DIANE K. TOBIN	2012-06-06	DIANE K. TOBIN	2012-06-06
002	2010-01-01	DIANE TOBIN	2011-03-31	DIANE TOBIN	2011-03-31

Plan Statistics for THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1

Measure	Date	Value
2017: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1

Financial Data on THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$73,885
Expenses. Total of all expenses incurred	2017-12-31	$697,434
Benefits paid (including direct rollovers)	2017-12-31	$691,233
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$623,549
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$73,885
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-623,549
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$623,549
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$62,031
Expenses. Total of all expenses incurred	2016-12-31	$14,728
Benefits paid (including direct rollovers)	2016-12-31	$8,710
Total plan assets at end of year	2016-12-31	$623,549
Total plan assets at beginning of year	2016-12-31	$576,246
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$9,150
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$52,881
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$47,303
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$623,549
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$576,246
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,018
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$13,897
Expenses. Total of all expenses incurred	2015-12-31	$6,608
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$576,246
Total plan assets at beginning of year	2015-12-31	$568,957
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$21,750
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-7,853
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$7,289
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$576,246
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$568,957
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,608
2014 : THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$52,077
Expenses. Total of all expenses incurred	2014-12-31	$91,222
Benefits paid (including direct rollovers)	2014-12-31	$85,376
Total plan assets at end of year	2014-12-31	$568,957
Total plan assets at beginning of year	2014-12-31	$608,102
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$21,298
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$30,779
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-39,145
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$568,957
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$608,102
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,846
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN

2017: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH
Employer identification number (EIN):	943307253
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations