401k Plan data: GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B plan

GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 401k Plan overview

Plan Name	GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B
Plan identification number	001

GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations. 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.

401k Sponsoring company profile

GERSH AND SARAH LEMBERG CHILDREN'S CENTER, INC has sponsored the creation of one or more 401k plans.

Company Name: GERSH AND SARAH LEMBERG CHILDREN'S CENTER, INC

Employer identification number (EIN): 042475405

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 HOWARD BAKER 2024-07-30 HOWARD BAKER 2024-07-30
001 2022-01-01 HOWARD BAKER 2023-07-26 HOWARD BAKER 2023-07-26
001 2021-01-01 HOWARD BAKER 2022-10-10 HOWARD BAKER 2022-10-10
001 2020-01-01 HOWARD BAKER 2021-07-19 HOWARD BAKER 2021-07-19
001 2020-01-01 HOWARD BAKER 2021-07-15 HOWARD BAKER 2021-07-15
001 2019-01-01 HOWARD BAKER 2020-10-29
001 2018-01-01 HOWARD BAKER 2019-10-16 HOWARD BAKER 2019-10-16
001 2017-01-01 HOWARD BAKER 2018-10-15 HOWARD BAKER 2018-10-15
001 2016-01-01 HOWARD BAKER 2017-10-11 HOWARD BAKER 2017-10-11
001 2015-01-01 HOWARD BAKER 2016-12-22 HOWARD BAKER 2016-12-22
001 2014-01-01 HOWARD BAKER HOWARD BAKER 2015-07-21
001 2013-01-01 HOWARD BAKER 2014-10-13 HOWARD BAKER 2014-10-13
001 2012-01-01 HOWARD BAKER 2013-09-19 HOWARD BAKER 2013-09-19
001 2011-01-01 HOWARD BAKER 2012-10-12
001 2009-01-01 HOWARD BAKER
001 2009-01-01 HOWARD BAKER
001 2009-01-01 HOWARD BAKER 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	HOWARD BAKER	2024-07-30	HOWARD BAKER	2024-07-30
001	2022-01-01	HOWARD BAKER	2023-07-26	HOWARD BAKER	2023-07-26
001	2021-01-01	HOWARD BAKER	2022-10-10	HOWARD BAKER	2022-10-10
001	2020-01-01	HOWARD BAKER	2021-07-19	HOWARD BAKER	2021-07-19
001	2020-01-01	HOWARD BAKER	2021-07-15	HOWARD BAKER	2021-07-15
001	2019-01-01	HOWARD BAKER	2020-10-29
001	2018-01-01	HOWARD BAKER	2019-10-16	HOWARD BAKER	2019-10-16
001	2017-01-01	HOWARD BAKER	2018-10-15	HOWARD BAKER	2018-10-15
001	2016-01-01	HOWARD BAKER	2017-10-11	HOWARD BAKER	2017-10-11
001	2015-01-01	HOWARD BAKER	2016-12-22	HOWARD BAKER	2016-12-22
001	2014-01-01	HOWARD BAKER		HOWARD BAKER	2015-07-21
001	2013-01-01	HOWARD BAKER	2014-10-13	HOWARD BAKER	2014-10-13
001	2012-01-01	HOWARD BAKER	2013-09-19	HOWARD BAKER	2013-09-19
001	2011-01-01	HOWARD BAKER	2012-10-12
001	2009-01-01	HOWARD BAKER
001	2009-01-01	HOWARD BAKER
001	2009-01-01			HOWARD BAKER	2010-10-14

Plan Statistics for GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B

401k plan membership statisitcs for GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B

Measure Date Value
2014: GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 3
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Total of all active and inactive participants 2009-01-01 8
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	3
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Total of all active and inactive participants	2009-01-01	8
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B

Measure	Date	Value
2014 : GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$79,845
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$35,089
Value of total assets at end of year	2014-12-31	$592,643
Value of total assets at beginning of year	2014-12-31	$512,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$3,465
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$15,648
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$826
Administrative expenses (other) incurred	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$79,845
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$592,643
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$512,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$488,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$417,572
Value of interest in pooled separate accounts at end of year	2014-12-31	$22,167
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$17,326
Interest on participant loans	2014-12-31	$0
Interest earned on other investments	2014-12-31	$3,465
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$81,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$77,900
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$38,179
Net investment gain/loss from pooled separate accounts	2014-12-31	$2,286
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$19,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
2013 : GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$96,574
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$0
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$32,528
Value of total assets at end of year	2013-12-31	$512,799
Value of total assets at beginning of year	2013-12-31	$416,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$3,269
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$0
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$12,966
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,806
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$96,574
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$512,799
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$416,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$417,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$328,953
Value of interest in pooled separate accounts at end of year	2013-12-31	$17,326
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$14,147
Interest on participant loans	2013-12-31	$0
Interest earned on other investments	2013-12-31	$3,269
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$77,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$73,125
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$59,314
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,463
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$15,756
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
2010 : GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2010 401k financial data
Total income from all sources	2010-12-31	$55,135
Total plan assets at end of year	2010-12-31	$300,770
Total plan assets at beginning of year	2010-12-31	$245,635
Total contributions received or receivable from participants	2010-12-31	$15,462
Contributions received from other sources (not participants or employers)	2010-12-31	$26,702
Net income (gross income less expenses)	2010-12-31	$55,135
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$300,770
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$245,635
Total contributions received or receivable from employer(s)	2010-12-31	$12,971
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B

2014: GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2014 form 5500 responses
2014-01-01	Type of plan entity	DFE (Diect Filing Entity)
2014-01-01	First time form 5500 has been submitted	Yes
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 – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2013 form 5500 responses
2013-01-01	Type of plan entity	DFE (Diect Filing Entity)
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2009: GERSH & SARAH LEMBERG CHILDRENS CENTER DEFINED CONTRIBUTION 403B 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368536

Policy instance

Insurance contract or identification number	368536
Number of Individuals Covered	9
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	0
Insurance broker name	TIAA-CREF INVESTMENT MANAGEMENT LLC

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368536

Policy instance

Insurance contract or identification number	368536
Number of Individuals Covered	8
Insurance policy start date	2013-01-01
Insurance policy end date	2013-01-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	GERSH AND SARAH LEMBERG CHILDREN'S CENTER, INC
Employer identification number (EIN):	042475405
NAIC Classification:	611000