JEWISH FAMILY SERVICE INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEWISH FAMILY SERVICE INC PENSION PLAN
| Measure | Date | Value |
|---|
| 2025: JEWISH FAMILY SERVICE INC PENSION PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-18 | 3 |
| Total number of particpants at end of year | 2025-07-18 | 3 |
| Number of Participants With Account Balances | 2025-07-18 | 3 |
| 2024: JEWISH FAMILY SERVICE INC PENSION PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-03 | 3 |
| Total number of particpants at end of year | 2024-07-03 | 3 |
| Number of Participants With Account Balances | 2024-07-03 | 3 |
| 2022: JEWISH FAMILY SERVICE INC PENSION PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-25 | 3 |
| Total number of particpants at end of year | 2022-07-25 | 3 |
| Number of Participants With Account Balances | 2022-07-25 | 3 |
| 2015: JEWISH FAMILY SERVICE INC PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| 2014: JEWISH FAMILY SERVICE INC PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| 2013: JEWISH FAMILY SERVICE INC PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 6 |
| 2012: JEWISH FAMILY SERVICE INC PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Total participants | 2012-01-01 | 6 |
| Number of participants with account balances | 2012-01-01 | 6 |
| 2011: JEWISH FAMILY SERVICE INC PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 8 |
| Total participants | 2011-01-01 | 8 |
| Number of participants with account balances | 2011-01-01 | 8 |
| 2009: JEWISH FAMILY SERVICE INC PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| 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 | 8 |
| Measure | Date | Value |
|---|
| 2025 : JEWISH FAMILY SERVICE INC PENSION PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-18 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-18 | 52 |
| Net assets as of the end of the plan year | 2025-07-18 | 221243 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 209277 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 61000 |
| Participant contributions to plan in this plan year | 2025-07-18 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-18 | 0 |
| Other contributions to plan in this plan year | 2025-07-18 | 0 |
| Other income to plan in this plan year | 2025-07-18 | 12018 |
| Plan net income in this plan year | 2025-07-18 | 11966 |
| Net assets as of the end of the plan year | 2025-07-18 | 221243 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 209277 |
| Employer contributions to plan in this plan year | 2025-07-18 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-18 | 52 |
| 2024 : JEWISH FAMILY SERVICE INC PENSION PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-03 | 24 |
| Net assets as of the end of the plan year | 2024-07-03 | 209277 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 193257 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 61000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-03 | 0 |
| Other contributions to plan in this plan year | 2024-07-03 | 0 |
| Other income to plan in this plan year | 2024-07-03 | 16044 |
| Plan net income in this plan year | 2024-07-03 | 16020 |
| Net assets as of the end of the plan year | 2024-07-03 | 209277 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 193257 |
| Employer contributions to plan in this plan year | 2024-07-03 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 24 |
| 2022 : JEWISH FAMILY SERVICE INC PENSION PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-25 | 72 |
| Net assets as of the end of the plan year | 2022-07-25 | 217856 |
| Total assets as of the beginning of the plan year | 2022-07-25 | 204151 |
| Value of plan covered by a fidelity bond | 2022-07-25 | 61000 |
| Participant contributions to plan in this plan year | 2022-07-25 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-25 | 72 |
| Other contributions to plan in this plan year | 2022-07-25 | 0 |
| Other income to plan in this plan year | 2022-07-25 | 13777 |
| Plan net income in this plan year | 2022-07-25 | 13705 |
| Net assets as of the end of the plan year | 2022-07-25 | 217856 |
| Net assets as of the beginning of the plan year | 2022-07-25 | 204151 |
| Employer contributions to plan in this plan year | 2022-07-25 | 0 |
| 2015 : JEWISH FAMILY SERVICE INC PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-1,079 |
| Total plan assets at end of year | 2015-12-31 | $207,455 |
| Total plan assets at beginning of year | 2015-12-31 | $208,534 |
| Other income received | 2015-12-31 | $-1,079 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,079 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $207,455 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $208,534 |
| 2014 : JEWISH FAMILY SERVICE INC PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $10,180 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $19,786 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $19,786 |
| Total plan assets at end of year | 2014-12-31 | $208,534 |
| Total plan assets at beginning of year | 2014-12-31 | $218,140 |
| Other income received | 2014-12-31 | $10,180 |
| Net income (gross income less expenses) | 2014-12-31 | $-9,606 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $208,534 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $218,140 |
| 2013 : JEWISH FAMILY SERVICE INC PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $24,175 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $218,140 |
| Total plan assets at beginning of year | 2013-12-31 | $193,965 |
| Other income received | 2013-12-31 | $24,175 |
| Net income (gross income less expenses) | 2013-12-31 | $24,175 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $218,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $193,965 |
| 2012 : JEWISH FAMILY SERVICE INC PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $13,938 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $14,143 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $14,143 |
| Total plan assets at end of year | 2012-12-31 | $193,965 |
| Total plan assets at beginning of year | 2012-12-31 | $194,170 |
| Other income received | 2012-12-31 | $13,938 |
| Net income (gross income less expenses) | 2012-12-31 | $-205 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $193,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $194,170 |
| 2011 : JEWISH FAMILY SERVICE INC PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $3,286 |
| Total plan assets at end of year | 2011-12-31 | $194,170 |
| Total plan assets at beginning of year | 2011-12-31 | $190,884 |
| Other income received | 2011-12-31 | $3,286 |
| Net income (gross income less expenses) | 2011-12-31 | $3,286 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $194,170 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $190,884 |
| 2010 : JEWISH FAMILY SERVICE INC PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $17,750 |
| Total plan assets at end of year | 2010-12-31 | $190,884 |
| Total plan assets at beginning of year | 2010-12-31 | $173,134 |
| Other income received | 2010-12-31 | $17,750 |
| Net income (gross income less expenses) | 2010-12-31 | $17,750 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $190,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $173,134 |
